Best Bitcoin Proxy Stocks

In this episode of The Bitcoin Libertarian, Marco Battistoni explains how Bitcoin proxy stocks like MicroStrategy, MetaPlanet, and GameStop are shaping a new financial future. Discover what makes these stocks powerful Bitcoin bets and why education remains key to adoption.

Welcome to another episode of The Bitcoin Libertarian, where we deep dive into how Bitcoin is shaping our world, our economies, and our individual freedoms. In today’s episode, we had an insightful conversation with Marco Battistoni, a member of the Bitcoin X Army and a former financial engineer who worked between Rome and Luxembourg. Marco is a strong believer in Bitcoin’s ability to fix a broken financial system and currently focuses on investing in public companies with Bitcoin balance sheets.

We discussed everything from how Bitcoin is decoupling from tech stocks, to the evolution of MicroStrategy under Michael Saylor, and the rise of Bitcoin proxy stocks like MetaPlanet and GameStop. For anyone looking to understand how corporations are embracing Bitcoin and how investors can get involved—this one’s for you.

Table of Contents

Orange-Pilled Since 2018: Marco’s Journey Into Bitcoin

Marco first discovered Bitcoin in 2018, drawn by his natural curiosity and frustration with traditional savings models. A Medium article sparked a deeper interest that led him into the rabbit hole—beyond technology into the realms of financial sovereignty and systemic reform. Like many of us, the more he studied Bitcoin, the more he realized how little he knew. Years later, Bitcoin remains the most exciting and rewarding subject for him to explore.

Decoupling from Traditional Markets: Is Bitcoin Becoming a New Asset Class?

With major market corrections affecting tech giants like Meta, Tesla, and Alphabet, Marco highlights how Bitcoin has started to show resilience. While traditional assets bled red, Bitcoin held firm, even rallying. MicroStrategy’s stock—closely tied to Bitcoin—actually went up while the broader market tanked. This, Marco believes, is the beginning of a long-awaited decoupling.

He sees Bitcoin emerging as a separate asset class—something like gold, but better.

MicroStrategy: Financial Engineering or Ponzi Scheme?

One of the most discussed companies in the Bitcoin world, MicroStrategy has become synonymous with corporate Bitcoin adoption. But not without controversy. Critics call it a Ponzi scheme. Marco disagrees.

He broke down MicroStrategy’s transformation: from a “zombie company” in 2020 to a Bitcoin-powered powerhouse with over 200,000 BTC and a strategic use of convertible debt. Saylor’s bold moves allowed the company to accumulate Bitcoin without giving up equity or paying interest for years.

Marco sees MicroStrategy not only as a Bitcoin play but as a model for how companies can protect shareholder value in a volatile world.

MetaPlanet: The Japanese MicroStrategy?

If there's a "second-best" to MicroStrategy in the corporate Bitcoin world, it’s MetaPlanet—a Japanese company that pivoted hard into Bitcoin after nearly going bankrupt post-COVID. Backed by savvy operators like Simon Gerovich and Dylan LeClair, MetaPlanet capitalized on Japan’s weak yen and poor financial alternatives.

Given Japan’s economic situation and the lack of competition in the space, MetaPlanet has absorbed most of the regional demand for Bitcoin proxy investments.

GameStop Enters the Bitcoin Arena

Recently, GameStop announced its entry into Bitcoin via convertible debt—following MicroStrategy’s lead. Marco sees potential here, especially due to GameStop’s cult-like retail following.

This isn’t just good for GameStop. It's bullish for Bitcoin adoption and visibility. But as Marco wisely reminds us, it all depends on execution.

Why You Need to Study Bitcoin Before Buying MicroStrategy Stock

Marco emphasized that investors shouldn’t blindly jump into MicroStrategy without understanding Bitcoin first.

He also discouraged using leverage or options unless you're a seasoned trader, advocating instead for long-term, dollar-cost-averaging strategies.

The Rise of Bitcoin Corporations Around the Globe

While the U.S. leads corporate Bitcoin adoption, Marco sees opportunities in regions with unstable currencies—Latin America, Africa, and Asia.

He believes Bitcoin can provide a competitive edge to companies in countries with weak fiat systems—making them attractive for global investors.

The Power of Education and the Role of Plebs

Despite institutional moves, Marco sees grassroots education as key to adoption. He supports Bitcoin-only education channels and warns against mixing signals with shitcoins.

Marco is optimistic about the future, believing that Bitcoin is hope, especially for individuals in nations suffering under inflation and financial repression.

Final Thoughts & Satoshi’s Legacy

When asked what he’d ask Satoshi over coffee, Marco responded:

Conclusion

In this expansive conversation with Marco Battistoni, we explored how Bitcoin is maturing into a new asset class and how corporate strategies like MicroStrategy and MetaPlanet are pioneering this movement. As more companies enter the space—from GameStop to firms in Argentina and Japan—we are witnessing the early stages of Bitcoin’s corporate adoption.

But the bigger picture remains this: education is still king. The Bitcoin revolution will be won one orange pill at a time.

Stay humble. Stack sats. And remember, we are all Satoshi.

FAQs

What is a Bitcoin proxy stock?

A Bitcoin proxy stock is a public company whose performance is closely tied to Bitcoin’s price, often because it holds Bitcoin on its balance sheet.

Is MicroStrategy safe to invest in?

MicroStrategy is considered a high-volatility Bitcoin proxy. Understand Bitcoin deeply before investing. It's not for short-term speculation.

How does MetaPlanet compare to MicroStrategy?

MetaPlanet is a Japan-based company following a similar Bitcoin strategy but on a smaller scale. It has seen explosive growth due to a weaker yen and lack of regional competition.

What role does GameStop play in this narrative?

GameStop recently entered the Bitcoin space, signaling a potential pivot. Its future impact depends on how seriously it integrates Bitcoin into its core business.

That's all for today, see ya tomorrow! If you want more, be sure to follow our X (@croxroadnewsco), Instagram (@croxroadnews.co), Youtube (@thebitcoinlibertarian), Tiktok (@croxroadnews) and nostr - [email protected]

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DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.

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