INSUBCONTINENT EXCLUSIVE:
venture capital (VC) firm Breed.The health of Bitcoin treasury companies hinges on their ability to command a multiple of their net asset
and their respective MNAV
Source: BreedThis, in turn, makes it harder for BTC holding companies to secure the debt and equity financing critical to the asymmetric
trade of converting the inflationary US dollar into a supply-capped appreciating asset.As access to credit dries up and debt maturity looms,
margin calls are triggered, forcing the firms to sell BTC into the market, lowering the price of BTC further, causing a consolidation of
holding companies acquired by stronger firms, and potentially triggering a prolonged marketwide downturn
They will earn it through strong leadership, disciplined execution, savvy marketing, and distinctive strategies that continue to grow
However, the authors of the report said that since most BTC treasury companies currently finance their purchases with equity rather than
Source: BreedEquity-based financing limits the fallout in the broader market, the authors said
the BTC corporate treasury concept, which gained significant steam in the last two years.Over 250 organizations now hold Bitcoin, including
corporations, government entities, exchange-traded funds (ETFs), pension funds, and digital asset service providers, according to
BitcoinTreasuries.Magazine: Baby boomers worth $79T are finally getting on board with Bitcoin
