The Information's TITV Bitcoin Plunge, 1Password’s New Growth Phase, Beehiiv Launches Creator Toolset | Nov 17, 2025
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Nov 17, 2025 
This week features Yueqi Yang, a crypto reporter, dissecting the recent Bitcoin plunge and the collapse of companies holding crypto treasuries. David Faugno, CEO of 1Password, discusses their $400M ARR and the implications of AI on enterprise security. Theo Waite reports on Elon Musk's ambitious plans for Tesla's 'superchips' to enhance Optimus robots. Finally, Tyler Denk, CEO of Beehiiv, shares insights on their new creator tools and the platform's impressive revenue growth, outlining future expansion in the creator economy.
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Why Bitcoin Has Recently Fallen
- Bitcoin's recent drop reflects both macro risk-off and crypto-specific liquidations.
- Long-term holders are front-running the four-year cycle and cashing out, amplifying declines.
The Crypto Treasury Stock Phenomenon
- Over 160 U.S. stocks pivoted to hold crypto as a core business this year, copying MicroStrategy's playbook.
- Those companies now often trade below the value of the crypto they hold, reversing a previous premium dynamic.
Premium Inversion Hurts Fundraising
- Those crypto-treasury companies historically traded at a premium to the tokens, enabling fundraising.
- Now that premium has inverted, undermining their fundraising engine and market support for tokens.