BTC Sessions Did They Just KILL MicroStrategy? (WHAT’S REALLY GOING ON)
Sep 4, 2025
MicroStrategy is facing increased scrutiny as regulatory pressures mount. The discussion dives into the potential risks of paper Bitcoin and its implications for the largest Bitcoin holder. The rise of Bitcoin banks is explored, along with critical price predictions for Bitcoin amidst market turmoil. The relationship between Bitcoin and gold is examined, raising questions about economic trust. Additionally, debates within the Bitcoin community regarding innovations and grassroots efforts highlight the ongoing evolution and education surrounding cryptocurrency.
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Nasdaq Tightens Rules On Crypto Share Issuances
- Nasdaq is increasing oversight on U.S. firms issuing shares to buy crypto, requiring shareholder approval and more disclosures.
- The exchange can suspend or delist companies that fail to comply, creating uncertainty for treasury-style Bitcoin plays.
Corporate Bitcoin Hoarding Changes Market Dynamics
- Public companies now hold over one million Bitcoin, removing significant supply from the market.
- Many smaller crypto-treasury stocks trade far below MNAV and show extreme volatility compared to MicroStrategy.
Dogecoin Treasury Debut Tanked Share Price
- Clean Core Solutions converted to a Dogecoin treasury company and its stock plunged 59% immediately.
- Ben uses this example to show how speculative or silly treasury plays can crater investor value fast.