The Bitcoin strategy for the Treasury may not have the length of life, warning that the easy upward trend may be behind new companies entering this area.
“My instinct is that the Bitcoin Treasury has a much shorter life than most of them expect.” He said In the post on Friday.
“It can actually end up” for the new cabinet companies in Bitcoin
“For many new arrivals, it may actually end,” Check said, adding that it is not “a measure of measurement,” but rather the extent of the sustainability of the company’s products and strategy when it comes to bitcoin accumulation in the long term (BTC).
Chic said it has become an arduous battle for the latest treasury companies in Bitcoin, where the first adopted investors prefer. “No one wants the fiftieth treasury company,” said Check.
“I think we are already close to the” Show Me “stage, as it will be increasingly difficult for the random company X to maintain a bonus and leave the ground without a dangerous position.”
Within the thirty days before Friday, at least 21 entities added Bitcoin as a backup asset, According to To Bitcointreasuries data. The largest public Ministry of Bitcoin, the Michael Silor strategy (MSTR), 597325 BTC, while the second largest, Mara Holdings, has 50,000 BTC-about one himself.
Check that the Bitcoin Startup companies attract retail speculators – but they warn that they “do not have countless money.”
Check a confession that it is difficult to put a chronology on the contraction of the newer companies, because it is “upward” on the price of bitcoin, which is being traded at $ 107,990 at the time of publication, about 3.70 % with a discount of $ 111,970 at all, According to To CoinmarketCap data.
He said, “It is a spectrum,” explaining that, for example, the strategy has more running than Treasury 300 to enter the market.
Chic said he agreed with the co -founder of Taproot Wizards Udi Wizardheimer’s view Some companies use the Bitcoin Treasury strategy as a way to achieve quick profits, without understanding their long -term purpose.
The “The Pregnon Ones” may be obtained by the Bitcoin Granders
“Many people who only educate see easy money and have no idea what they do,” said Wizardheimer.
He said, “I think it will take some time to find out.”
“The weak may be obtained by a discount by the powerful, and this trend can have some other legs in it.”
Recently, many doubts have appeared on companies that adopt a strategy for the Bitcoin Ministry.
The Investment Capital Company has argued in a report worth 29 June that some treasury companies in Bitcoin only will face the time test and avoid the evil “death spiral” that will affect the BTC Holding companies that trade near the net value of the assets (NAV).
Related to: Bitcoin’s third flip
On June 11, Fakhul MIAH, CointeleGRAPH, told Cointelegraph what is related to more than “counterfeit copies”.
Mia said: “There are now other companies trying to create Bitcoin without appropriate guarantees or risk management. If these smaller companies are disrupted, we may see a ripple effect that hurts the Bitcoin image.”
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2025-07-05 02:27:00