When the music stops. It will be absolute Cinema. 💀 Old post about $BTC treasury companies, that is worth reading. 🔥
🌱 Unpopular Opinion 🌱 What happens when many illiquid companies with bad revenue and earnings start to buy #Bitcoin ? 2026 and 2030 will be fun to watch. I love $BTC more than you think. But I do understand the risks when the de-leveraging starts. Good companies will stand, bad companies will fall. BTC will survive through it all, but there will be blood. 🩸🩸 ☑️ Liquidity Risk: If too many corporations own Bitcoin and need to sell at once (e.g., during a financial crisis to raise cash), it could crash the market. Bitcoin's liquidity isn't infinite — it's relatively thin compared to big global bond or equity markets. ☑️ Speculative Feedback Loops: As more companies buy Bitcoin, it pushes the price up, attracting even more buyers (both individuals and corporations). This creates a positive feedback loop — classic bubble behavior: Prices rise not because Bitcoin's "intrinsic value" changes, but because buyers expect more buyers. Companies feel "FOMO" (fear of missing out) and jump in late, buying at inflated prices. When the music stops (say Bitcoin drops 50%+ quickly), massive corporate losses could materialize at once. ☑️ Concentration Risk: Bitcoin ownership is already very concentrated — a small percentage of wallets hold most of the supply. If corporations start concentrating holdings even further, this makes the system even more fragile: A single large sell-off could trigger a cascade. ☑️ Correlation Risk: If Bitcoin becomes a widespread corporate asset, it raises the correlation between the stock market and crypto markets: Traditionally, Bitcoin was seen as "uncorrelated" or even a hedge. If major corporations’ stock prices now depend partially on Bitcoin, during a market panic, everything could fall together. ☑️ If you came this far and enjoyed the read. Like, share, bookmark it. Follow me for more.
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