ARE BITCOIN TREASURY COMPANIES DOOMED?!?
Автор: Adam Livingston
Загружено: 2026-01-12
Просмотров: 8083
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Michael Saylor is right. You’re just fiat-brained.
In this video, I break down why Bitcoin Treasury Companies are not only not doomed—they’re the most misunderstood capital innovation of the decade. I agree with Saylor on this: attacking companies holding Bitcoin reveals a tragic lack of strategic awareness. It’s like mocking a nuclear sub because it isn’t flying.
Inside:
Why discounting BTC treasury companies is the highest-time-preference take possible
Why mNAV misunderstandings are fueling clown-tier FUD
Why “too many treasury companies” is like saying “too many internet startups” in 1997
Why Bitcoin on the balance sheet is the only real fixed income play left
Why red charts trigger dopamine maxis and blind them to the actual capital structure mechanics
Why Bitcoin is digital capital—and these companies are weaponizing it like electricity
We break down the dot-com drawdowns, the Saylor–Danny interview, and the entire cognitive collapse happening in the heads of people who cheer Bitcoin to $1M while laughing at companies holding thousands of BTC.
You can’t believe in Bitcoin and reject its monetization vectors. That’s called being your own counterparty.
👇 Watch now before you get priced out of your own thesis.
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