John Fakhoury

CEO of Stacking Sats and leader of a private Bitcoin treasury and IT services business, focused on corporate Bitcoin treasury strategy, security, and operational growth.

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Dec 9, 2025 • 43min

Is The Bitcoin Treasury Trade Dead? | John Fakhoury

John Fakhoury, CEO of Stacking Sats, dives into the evolving landscape of Bitcoin as a global macro asset. He discusses how major institutions like Vanguard and BlackRock are reshaping market dynamics, compelling others to embrace Bitcoin. Fakhoury examines the harsh realities facing corporate treasury firms and the potential paths for survival. He forecasts a quieter but impactful future for Bitcoin, underscoring the importance of passive investment flows and the role of stablecoins in infrastructure. A thought-provoking conversation on Bitcoin's next chapter!

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