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

According to an analysis by Sandy Carter, COO of Unstoppable Domains, 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 be used for entry. If the investment scale exceeds 2% of liquid funds, it is advisable to wait for the inflow of Bitcoin ETF funds to turn positive before making a move. Furthermore, against the backdrop of strong gold and silver prices and a correction in crypto assets, Bitcoin's drop to $87,000 could indicate a deeper bear market, or it could simply be a phase of adjustment before a long-term rise. Market judgments remain significantly divided. 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 Federal Reserve's policy inflection point from high interest rates to rate cuts. (Forbes)