Supply Shock Bitcoin's Biggest Bubble Is On Its Way | Milk Road
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Jun 17, 2025 Pete Rizzo, a Bitcoin historian and journalist, dives into the imminent rise of Bitcoin treasury companies and their potential to drive major inflows into Bitcoin. He likens this surge to past crypto waves, highlighting how thousands of firms could start holding BTC. The conversation also addresses the evolution of stablecoins, NFTs, and regulatory hurdles. Rizzo shares insights on the speculative nature of alternative cryptocurrencies and underscores Bitcoin's unique value proposition as the market gears up for a new bullish cycle.
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Bitcoin Treasury Companies Surge
- Bitcoin treasury companies represent a sleeping giant in Bitcoin market growth.
- Thousands, not just dozens, of firms could soon hold BTC, changing investment dynamics globally.
Bitcoin Treasuries Unlock Regulated Capital
- The Bitcoin treasury model democratizes Bitcoin access via regulated public companies.
- It attracts capital that can't engage directly in the unregulated crypto markets due to regulatory limits.
Prioritize Bitcoin Holding
- If you invest in crypto but lack Bitcoin exposure, shift toward Bitcoin promptly.
- Holding Bitcoin is vital; it should be a significant portfolio component over altcoins.