Bitcoin Treasury Reset: Bloodbath or Opportunity?
Bitcoin treasury companies just endured a brutal reset—PIPE unlocks, leverage wiped out, and premiums crushed. Yet consolidation and M&A may raise the NAV floor, giving scaled balance sheets access to credit, capital flows, and disciplined leverage. With Q4 seasonality historically bullish for Bitcoin, this quarter could decide which treasury stocks emerge as leaders in the next macro cycle.Full Episode - https://www.youtube.com/live/6sVc94vpd08
Timestamps
00:00:00 - The Downturn in Bitcoin Treasury Companies
00:01:07 - A Bloodbath: Market Sentiment and Investor Conviction
00:02:24 - From Trading Mentality to Long-Term Thinking
00:03:39 - Mergers and Acquisitions
00:05:41 - Minimum Effective Size: What’s Optimal
00:06:37 - The Future of M&A: A Trend in the Bitcoin Space
00:07:31 - The Importance of Leverage in Bitcoin Investments
00:08:10 - Zooming Out: Long-Term Perspectives on Bitcoin
00:10:30 - The Journey to Fixing Credit Markets with Bitcoin
00:12:22 - The Potential for Corporations to Hold Bitcoin Reserves
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