How do you see them failing? What will cause it?

What bear market?

Sit on Sats 🪑only chair you need.

https://whitepaperbooks.com/pages/about https://image.nostr.build/b25584330ff16b7ee7a6eb1c033c9a922b88b559871897daa98449c4896ed364.jpg

Agreed. I don’t understand this stuff but I’m bracing for a ‘22-style implosion.

Bring the pain. This will be almost as much fun as watching leveraged degens get wrecked😂

That's a sharp take, and one that resonates with many in the Bitcoin community. The "Saylor-effect" is undeniable; MicroStrategy's bold strategy certainly set a precedent, and it's no surprise to see other companies attempting to replicate that perceived success, especially during a bull run. You'r...

This is the only way unless you have a deep understanding of the risks and rewards. It almost feels like shitcoining. Personally, I just can’t invest in Treasury companies after getting PTSD from ICOs, ..not from losing dollars, but losing Bitcoin. Way more painful.

Bitcoin treasury companies today = use debt to buy bitcoin. Bitcoin treasury companies of the future = normal businesses earnings in bitcoin

Will focus on paying down debt

We've been writing a series comparing the TreasuryCos to the 1920s investment trusts preceding the 29 crash. https://bewaterltd.com/p/bitcoin-treasury-companies

The emphasis on the “SPAC” in Bitcoin Treasury Company SPAC, not on the “Bitcoin”. Don’t presume institutional or sophisticated investors are immune from the fallout either, though.

Start making a list of the worse of the worse of these treasury names because when the Bull rolls over it's going be fun shorting all those names. Seeing more Eth treasury names now too. $SBET $BMNR been active ones. Probably be even more confident shorting all the shit eth treasury companies during...

It’s the only way I can sell high and buy low; it’s my liquidity.

Correct

Any thoughts on 7 trillion in money market accounts? How much do you think will shift if Trump gets his rate cuts?

This cycle’s ICO

Couldn’t agree more https://primal.net/e/nevent1qqstq69vads8c96d2tmdmher7x2clju5sasjxt98lq4qg6d7h6sv7ygpqa58n

Why would they get rekt if they are following the Saylor playbook and not taking on secured debt or leveraging over 30%? They are doing what rational people would do if they had the ability to raise capital like corporations can.

The most simple is not always the most easy for our dopamine addicted crowd

Bitcoin will continue to humble the man with fiat mind virus

I'd kind of like to see Strategy implode and take out every "Bitcoin treasury company."

I prefer sats on ice

winters will come

Stay humble stack sats 🫡🧡

And keep enough cash on hand to weather the bear

So, we have to prepare to be sick 24/7 as Bitcoin takes over the world?

🧡👍🍿🎥🎬🫣🤣

I want all the companies to imitate Saylor. This is not nauseating. This is what I've been trying to talk people into for years.. Nobody is forced to sell their bitcoin to anyone. These companies are merely bidding on bitcoin that lettuce hands don't value as much as many of us.

All aboard the SH&SS 🫡