Is Anyone Still Bullish on Bitcoin and MicroStrategy?
While retail panics over red candles, institutions are modeling how much of a fixed 21 million coin network they can realistically own. Public companies are absorbing supply, treasury strategies are expanding, and weak leverage is getting wiped out.SPONSORS:
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CHAPTERS:
00:00 – Location vs Allocation: The New Rule
02:17 – This Is Not A Price Prediction
03:53 – No Charts, Just Percentage Ownership
05:01 – Sentiment Collapse Creates Entry
07:03 – Leverage Gets Flushed Out
07:34 – Bitcoin Treasury Companies Explained
08:24 – Trading Below Bitcoin Holdings
09:24 – Consolidation Before Repricing
10:33 – Main Street vs Wall Street
13:05 – Market Structure and Capital Permission
14:10 – What Allocation Looks Like Before The Boom
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