The Hidden Weakness of Treasury Companies @when-shift-happens
The Hidden Weakness of Treasury Companies  @when-shift-happens
Uploaded May 2026 | Updated September 2026, 2 weeks ago
The Bitcoin treasury strategy sounds simple:

• Raise money
• Buy Bitcoin
• Hold
• Raise more money
• Repeat

But there’s a catch.

The model heavily depends on continuous market demand.

🎙️ Clip from a longer podcast discussion:
youtu.be/35VUTtF3gWk?si=6qy1f2p9bIP1_DR0
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When Shift Happens |

The Hidden Weakness of Treasury Companies

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