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Why Is Bitcoin’s Price Going Down? | Anthony & John Pompliano

The Pomp Podcast

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Understanding Bitcoin Treasury Dynamics

This chapter explores the revenue models of treasury companies and ETFs in the context of Bitcoin, detailing how ETF revenue is not directly tied to price changes, unlike treasury firms that depend on high net asset values. It examines the psychological and market dynamics influencing Bitcoin's price, highlighting its appeal to younger investors and the impact of media coverage on broader market interest. Through anecdotes of early adopters, the chapter illustrates the evolving perception of Bitcoin as a mainstream asset and the complexities surrounding liquidity and value in the cryptocurrency space.

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