1000x The Rise Of Crypto Treasury Companies
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Jul 28, 2025 Dive into the rise of crypto treasury companies and their growing influence in the market. Discover the dynamics behind a recent massive Bitcoin sale by Galaxy and its impact. Explore how large transactions are executed while minimizing market disruption. Discuss the motivations and potential risks associated with these treasury entities. Finally, ponder whether Ethereum has hit bottom and the implications for its future performance compared to Bitcoin.
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Handling Large OTC Bitcoin Trades
- Large OTC trades like Galaxy's $9B Bitcoin sale can be absorbed in days without crashing the market.
- OTC desks use price adjustments and hedging strategies to manage such huge trades gradually and effectively.
Why OTC Bitcoin Discounts Are Rare
- Offering Bitcoin at a discount OTC rarely happens in liquid markets due to intense market scrutiny.
- OTC desks signal large sales by silently lowering prices on correlated assets rather than overt discounting.
Crypto Treasury Companies & Market Risk
- $90B raised for crypto treasury companies mainly channels funds into Bitcoin and ETH via leverage.
- These companies increase market fragility due to leverage risk and potential forced liquidations.