According to Samson Mow, companies holding Bitcoin (BTC) as part of their treasury strategy face a clear binary choice: either fully commit to a Bitcoin-only approach or signal potential diversification to investors. Mow states that within a 'Bitcoin Standard,' Ethereum (ETH) and other cryptocurrencies have no place, which could influence investor expectations and future asset allocations in publicly traded crypto treasury companies. This stance is significant for traders monitoring institutional crypto allocations and the long-term dominance of BTC in corporate reserves (source: Samson Mow).