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Allard Peng

Allard Peng
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Research and Insights Analyst at Bitcoin for Corporations

A Bitcoin Berkshire Model: Orange Juice

BITCOIN FOR CORPORATIONS Allard Peng -
Orange Juice is a new corporate Bitcoin playbook imitating Berkshire Hathaway.

Should Bitcoin Companies Build USD Reserves? Understanding The Truth

BITCOIN FOR CORPORATIONS Allard Peng -
Strategy is acquiring more cash than bitcoin these days. This is what's really going on and whether other Bitcoin companies should follow suit.

Corporation’s Approach to the BIP-110 Soft Fork

BITCOIN FOR CORPORATIONS Allard Peng -
This article goes into how Bitcoin-utilizing corporations could approach BIP-110.

Quick Maths On STRC Buybacks: The Truth About Net Bitcoin Per Share and Accretion

BITCOIN FOR CORPORATIONS Allard Peng -
Understanding the logic behind STRC preferred stock buybacks starts with familiarity around Strategy's newest metric.

No – Digital Credit Cannot Be Replicated With Bitcoin and Treasuries

BITCOIN FOR CORPORATIONS Allard Peng -
A response to Onramp's paper about the risks of Digital Credit, and how it can be replicated using a "simpler trade" of Bitcoin and US treasuries.

5 Reasons Corporations Should Sell Bitcoin

BITCOIN FOR CORPORATIONS Allard Peng -
Selling can get you more Bitcoin over time. The main reasons for corporations to sell all involve value creation.

How the Iran War is Repricing Bitcoin

BITCOIN FOR CORPORATIONS Allard Peng -
The Iran War is bringing trustless payments back to the forefront. The market is reacting.

STRC: The Global Bitcoin Dollar Cost Average

BITCOIN FOR CORPORATIONS Allard Peng -
STRC enables a global dollar cost average into Bitcoin by appealing to a much broader investor base.

Digital Credit: Strategy World Research Note For Institutions, Corporations, and Operators 

BITCOIN FOR CORPORATIONS Allard Peng -
I went to Strategy World last week. On the Bitcoin side, this conference might as well have been called “Stretch World.” STRC (Strategy Variable Rate Perpetual Stretch Preferred Shares)...

Reimagining Web3 With Bitcoin

MARKETS Allard Peng -
An assessment of the realities versus narratives of Web3, and how Bitcoin can align with the stated goals of Web3 projects better than they can.
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