The State of Bitcoin Treasury Critique
The Breakdown13 Heinä 2025

The State of Bitcoin Treasury Critique

On today's Long Read Sunday, NLW explores two critiques of the growing phenomenon of Bitcoin treasury companies. First, Bloomberg columnist Lionel Laurent argues that corporate Bitcoin purchases signal a frothy market frenzy reminiscent of past speculative bubbles. Then, K33’s Torbjørn Bull Jenssen warns that without an actual operational strategy beyond simply buying Bitcoin, these companies' market premiums are doomed to collapse. NLW dissects where these critiques land—and where they miss the mark—in a thoughtful discussion about the real financial engineering at play and what might come next for Bitcoin treasury firms. Sources: https://www.coindesk.com/opinion/2025/07/07/without-operational-alpha-bitcoin-treasury-company-premiums-will-collapse https://www.bloomberg.com/opinion/articles/2025-07-09/bitcoin-buying-and-coffee-are-too-frothy-a-mix?sref=qUxVp6JU Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

Jaksot(2053)

A Mid-Year Bitcoin Check-In

A Mid-Year Bitcoin Check-In

We're halfway through a wild year for Bitcoin and crypto, with treasury companies stacking sats, ETFs finally breaking through, and Robinhood diving deep into tokenization. Amid a noisy debate on mark...

3 Heinä 202512min

Robinhood and Kraken Bet Big on Tokenized Stocks

Robinhood and Kraken Bet Big on Tokenized Stocks

Robinhood just unveiled major plans to offer tokenized stocks—including SpaceX and OpenAI—on their own Ethereum L2 blockchain, potentially reshaping private and public markets. NLW explores how Robinh...

2 Heinä 202512min

Trump Eyes Fed Shake-Up as Markets Brace for Cuts

Trump Eyes Fed Shake-Up as Markets Brace for Cuts

Speculation swirls around who could replace Jerome Powell as Trump hints at naming a new Fed chair early—potentially upending central bank independence. NLW breaks down the leading contenders, market ...

1 Heinä 202513min

Is Tokenization the 3rd Leg of this Bull Market?

Is Tokenization the 3rd Leg of this Bull Market?

This Long Read Sunday explores the rise of tokenization in financial markets. NLW reads and analyzes a piece from Galaxy’s Thomas Cowan on how stablecoins, tokenized money market funds, and on-chain s...

1 Heinä 202510min

The Five Most Important Stories in Crypto This Week

The Five Most Important Stories in Crypto This Week

In this week’s Friday Five, NLW unpacks a major shift in crypto policy: Fannie Mae and Freddie Mac have been ordered to treat crypto as mortgage-worthy assets—a milestone in crypto’s integration into ...

29 Kesä 202522min

Crypto Mortgages Are Here

Crypto Mortgages Are Here

A sweeping look at crypto's mainstream march. From Fannie Mae and Freddie Mac counting crypto toward mortgage applications to the SEC signaling ETF redemption upgrades and SoFi relaunching crypto serv...

27 Kesä 202511min

The Central Banks Strike Back on Stablecoins

The Central Banks Strike Back on Stablecoins

The Bank for International Settlements (BIS)—the central bank for central banks—has delivered a major critique against stablecoins, arguing they lack critical features for mainstream adoption. NLW exp...

26 Kesä 202511min

Texas Gets to Bitcoin Buying

Texas Gets to Bitcoin Buying

On today's Breakdown, the big story is Texas becoming the first state to actively build a Bitcoin reserve. Governor Greg Abbott has signed legislation allocating an initial $10 million to the reserve,...

24 Kesä 202510min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
hyva-paha-johtaminen
ostan-asuntoja-podcast
rss-rahamania
rss-lahtijat
rss-startup-ministerio
rss-seuraava-potilas
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-rentotapaus
rss-sisalto-kuntoon
rss-porssipodi
sijoituspodi
rss-lain-elamaa
rss-rikasta-elamaa
rss-tuottava-ja-hyvinvoiva-pk-yritys
rss-asiakaskokemusklubi