Opinion: Corporate treasury BTC allocation should be controlled at 1-5%, and caution should be exercised when increasing holdings in the current market environment.

Sandy Carter, COO of Unstoppable Domains, analyzed that in the current market environment, Bitcoin treasury companies should strictly set allocation limits, generally recommending that the proportion of corporate treasury assets be controlled at 1%–5%, and the dollar cost averaging (DCA) method can be used for entry. If the investment scale exceeds 2% of the liquid funds, it is advisable to wait for the inflow of Bitcoin ETF funds to turn positive before making a move. In addition, against the backdrop of strong gold and silver and a correction in crypto assets, Bitcoin's drop to $87,000 may indicate a deeper bear market, or it may just be a phase of adjustment before a long-term rise. There is still a significant divergence in market judgment. Bitcoin's reaction to loose monetary conditions is often stronger than its reaction to inflation data itself. Going forward, the focus should be on the policy inflection point of the Federal Reserve shifting from high interest rates to interest rate cuts. (Forbes)