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The Next Proxy Trade Isn't Bitcoin - It's Utility
Every digital-asset cycle produces the same opportunity - and the same mistake.
Retail capital looks for exposure before consensus forms.
Public markets hesitate until narratives are obvious.
And by the time clarity arrives, the rerate has often already happened.
Bitcoin had MicroStrategy.
Ethereum had early DeFi proxies.
Solana had treasury vehicles that moved well before institutional clarity.
This cycle is different.
Capital is moving down the curve - away from passive exposure and toward utility-driven digital assets tied to payments, identity, and real-world use. Yet public markets remain anchored to outdated narratives, especially when companies evolve faster than their stock stories.
Dynamite Blockchain Corp. (OTC: CRYBF, CSE: KAS) sits squarely in that gap.
Despite a material strategic pivot, diversified utility-token holdings, and a developing ecosystem designed to drive adoption, the market continues to trade KAS as though it were still a narrow, single-asset play.
That disconnect matters.
This report outlines the core structural elements of the companys evolving thesis, including:
- Why Dynamite is no longer a mining proxy
- How its utility-token treasury strategy actually works
- Why products like wallets and payment rails matter for valuation
- How similar proxy trades have historically rerated
- And why the current setup resembles the pre-recognition phase of prior cycles
This is not a call on short-term price action.
It is a structural thesis - focused on positioning before perception updates.
History suggests those windows do not stay open for long.
Read the full thesis:
"The Next Proxy Trade Isn't Bitcoin: It's Utility"
Tomorrow Investor
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