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Something interesting is happening while the market is nervous. Some public crypto treasury companies are still adding exposure. BitMine, DeFi Development Corp. and Strive reportedly increased their holdings of $ETH, $SOL and $BTC last week. Strategy, however, left its Bitcoin position unchanged. That's an interesting contrast. The market can be uncomfortable in the short term while some companies are still thinking in years. And that's one reason I don't judge crypto only by the daily candle. $BTC → long-term monetary asset $ETH → blockchain infrastructure $SOL → high-throughput ecosystem Different thesis. Different risk. But the bigger question remains: Are these companies buying because they expect short-term upside, or because they believe the underlying networks will matter much more in the future? #FOMCRateCallThisWeek #SaudiOilPipelineDamaged