Why do enterprises abandon countless options and only choose to bet on Bitcoin?

This is an interesting question. A company faces many potential business directions, and almost any of them can be profitable. So why is it that they specifically favor the treasury model of Bitcoin? The underlying logic is worth pondering.

Recently, the executive chairman of a leading company discussed this strategic choice in an interview with an industry research organization. His view was straightforward: among the complex array of business opportunities, very few can truly build a long-term competitive moat. As the ultimate form of digital assets, Bitcoin possesses unique scarcity and risk resistance qualities.

Simply put, Bitcoin is not a business; it is an asset. This distinction is crucial. You can run a thousand different businesses, but few can appreciate the value of the assets themselves. In an era of inflation expectations and uncertain monetary policies, choosing Bitcoin as the store of value for corporate assets is actually the clearest logic.