Simply Bitcoin Michael Saylor Reveals the TRUTH About the Bitcoin Treasury BEAR Market | EP 1416
Jan 12, 2026
Michael Saylor fiercely defends Bitcoin treasuries against criticism, claiming that detractors are misdirected. The host discusses how excitement for treasury stocks might have overshadowed Bitcoin's momentum during recent market highs. They debate the implications of potential recoveries in treasury companies while questioning the influence of Wall Street on the crypto narrative. As Twitter's algorithm affects Bitcoin culture, the hosts emphasize the importance of authenticity in content creation amidst a bear market.
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Criticism Targets The Wrong Companies
- Michael Saylor argues critics unfairly target companies that bought Bitcoin instead of those that didn't.
- He contends buying Bitcoin makes a company better even if the equity was bought at a bad price.
Euphoria Shifted To Treasury Stocks
- The host suggests the bull euphoria happened in Bitcoin treasury stocks rather than spot Bitcoin.
- That diversion likely reduced FOMO for Bitcoin's base layer during the cycle.
Synchronized Crash In Treasury Stocks
- Many Bitcoin treasury companies peaked and crashed in a tight June–July window.
- The simultaneous decline implies a shared hype cycle or macro trigger rather than isolated company failures.