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"People are blaming treasury companies while actually, ironically, they have been the main driver of demand during this bear market." Root 🥕 on why Bitcoin got left behind as capital flowed into AI and SpaceX instead.

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TFTC

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14,249 просмотров • 2 месяцев назад •via X (Twitter)

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$80 billion erased from Bitcoin treasury companies, with 43 of the 50 largest trading below where they announced "What has two thumbs and told you copying Strategy was going to be a terrible idea for all these companies? This guy. Been saying it for a year and a half, and sadly my opinion on what was going to happen is coming true." "The combined market cap of the 50 largest Bitcoin treasury companies has fallen from approximately $150 billion in July of 2025, when this was all the hype, to $67 billion. More than $80 billion has been erased from the trade." "43 of the 50 companies now trade below where they were when they announced their Bitcoin strategy. And 35 have fallen by at least 50%, out of 50." "In July, the 50 largest treasury companies became net Bitcoin sellers, selling approximately 2,500 Bitcoin more than they purchased."
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$80 billion erased from Bitcoin treasury companies, with 43 of the 50 largest trading below where they announced "What has two thumbs and told you copying Strategy was going to be a terrible idea for all these companies? This guy. Been saying it for a year and a half, and sadly my opinion on what was going to happen is coming true." "The combined market cap of the 50 largest Bitcoin treasury companies has fallen from approximately $150 billion in July of 2025, when this was all the hype, to $67 billion. More than $80 billion has been erased from the trade." "43 of the 50 companies now trade below where they were when they announced their Bitcoin strategy. And 35 have fallen by at least 50%, out of 50." "In July, the 50 largest treasury companies became net Bitcoin sellers, selling approximately 2,500 Bitcoin more than they purchased."

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35,421 просмотров • 13 дней назад

“Strategy appears to have raised over $1 billion to buy Bitcoin in one trading session.” If the math is even close, this is not a treasury story anymore. It’s a corporate capital machine converting market demand into permanent Bitcoin absorption. New On Time with Adam Livingston 👇
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