Replies (11)

And they will have much smaller stacks of Bitcoin that may it may not get liquidated. I don’t think it will be the 80,000 that Luna liquidated. This niche will definitely have a boom and bust, but I think it’s contagion to the spot bitcoin price could be limited instead of being a repeat of 2021/2022
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npub1949z...n85l 11 months ago
So the thesis is that you think 🤔 that these treasuary companies is too over leverage with Debt . If they get these debt loan offerings at zero interest rate. And Bitcoin price falls . You think that it would cause a massive liquidation of their stock options .
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npub1mh8v...6kt9 11 months ago
In other words, don't be afraid to shave a little off at certain points on the way up...because the next collapse and insuing bear market will be beyond epic 👌 😎
Basically, the Internet DotCom bubble comes to Bitcoin. So you'd advise selling all of our satoshis now before the imminent collapse in January 2026 kt is that 2027? 😉