Exchanges· ★★· neutral·

Samara Asset Group uses bitcoin as liquidity for fund commitments, not accumulation

  • —Samara backs over 20 funds and indirectly more than 700 companies
  • —Bitcoin is sold to meet capital calls regardless of price
  • —Lowry put BTC's roughly 10-year annualized return at 50–55%
  • —He criticized bitcoin accumulation outside Strategy's model
Why it matters: The model offers an alternative to treasury-style bitcoin strategies: BTC as working capital rather than a pure speculative holding.
Source: TokenPost