Will Strategy Inc. Crash Bitcoin?

#1

Post by lielvilla » Thu, Nov 20, 2025, 3:31 PM UTC

Will Strategy Inc. Crash Bitcoin?
lielvilla.com

Re: Will Strategy Inc. Crash Bitcoin?

#2

Post by [deleted] » Thu, Nov 20, 2025, 3:31 PM UTC

[deleted]

Re: Will Strategy Inc. Crash Bitcoin?

#3

Post by tomvilla » Thu, Nov 20, 2025, 4:00 PM UTC

Whenever an asset becomes so dependent on a single corporate balance sheet, you get interesting tail risks. Whether that’s good or bad depends on your time horizon. The blog post does a good job highlighting that the danger isn’t in day-to-day volatility but in how cycles amplify stress.

Re: Will Strategy Inc. Crash Bitcoin?

#4

Post by [deleted] » Thu, Nov 20, 2025, 4:04 PM UTC

tomvilla wrote: post #3

Whenever an asset becomes so dependent on a single corporate balance sheet, you get interesting tail risks. Whether that’s good or bad depends on your time horizon. The blog post does a good job highlighting that the danger isn’t in day-to-day volatility but in how cycles amplify stress.

[deleted]

Re: Will Strategy Inc. Crash Bitcoin?

#5

Post by lielvilla » Thu, Nov 20, 2025, 4:08 PM UTC

tomvilla wrote: post #3

Whenever an asset becomes so dependent on a single corporate balance sheet, you get interesting tail risks. Whether that’s good or bad depends on your time horizon. The blog post does a good job highlighting that the danger isn’t in day-to-day volatility but in how cycles amplify stress.

Thanks!