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(2052)

The Breakdown Weekly Recap | Jan 11 2020

The Breakdown Weekly Recap | Jan 11 2020

All 5 episodes of The Breakdown in one long file. By popular demand, this is an experiment to see if it's useful to have the full week's episodes compiled in a single file. I've also summed up what I ...

11 Tammi 20201h 14min

China Completes "Top-Level" Digital Currency Design

China Completes "Top-Level" Digital Currency Design

China’s digital currency project continues to move ahead aggressively, with a new paper from the People’s Bank of China suggesting that a core design is complete. Whatever stage of development the cur...

10 Tammi 202016min

Why 2020 Is The Year Of DAOs feat Aragon's Luis Cuende

Why 2020 Is The Year Of DAOs feat Aragon's Luis Cuende

The aftershock of the 2016 The DAO hack meant that DAOs weren’t nearly as hyped as ICOs and later some other aspects of the web3 movement. In 2019, however, DAOs came roaring back and start 2020 with ...

9 Tammi 202020min

Travis Kling on the BTC Bump and Safe Haven Status

Travis Kling on the BTC Bump and Safe Haven Status

The conversation about whether bitcoin is a safe haven asset continues in the wake of Iranian missile strikes, which saw the price of BTC both surge and retrace in parallel with crude and gold. To hel...

8 Tammi 202016min

How Compliance Costs Could Kill Crypto Innovation

How Compliance Costs Could Kill Crypto Innovation

In their annual transparency report, Kraken reported seeing a 50% increase in regulatory inquiries as compared to 2018, which CEO Jesse Powell later revealed cost the exchange more than $1m. Between t...

7 Tammi 202017min

What Iran and Instability Mean For Bitcoin

What Iran and Instability Mean For Bitcoin

Last week, the US government took out a key Iranian military leader. As the world - and the markets - reacts to the news, some are asking what happens with bitcoin. With global instability on the rise...

6 Tammi 202017min

YouTube, Tron and the Pipedream of Decentralized Social Networks

YouTube, Tron and the Pipedream of Decentralized Social Networks

The past few weeks have seen multiple instances of large, centralized tech giants censoring crypto related content and activity. Noticed in the context of the Coinbase Wallet, Apple is pushing back ag...

3 Tammi 202012min

Taylor Monahan on Crypto’s Divergent Possibilities in 2020

Taylor Monahan on Crypto’s Divergent Possibilities in 2020

Taylor Monahan is the founder and CEO of MyCrypto. In this interview as part of The Breakdown’s end of year coverage, she argues that the level of discourse in crypto matured in 2019, with more focus ...

1 Tammi 202017min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-rahamania
rss-sisalto-kuntoon
ostan-asuntoja-podcast
rss-lahtijat
hyva-paha-johtaminen
rss-startup-ministerio
rss-sami-miettinen-neuvottelija
rss-seuraava-potilas
lakicast
herrasmieshakkerit
leadcast
rahapuhetta
rss-porssipuhetta
rss-rentotapaus
rss-tyoelamasta-podcast
rss-viisas-raha-podi