The Death of Paper Bitcoin Summer

Remember Bitcoin Treasury Company Summer? Yeah… it looks like it’s over.

In this video, I explain why most Bitcoin treasury companies have crashed and how the same insider-friendly playbook from the crypto bubble is now infecting Bitcoin stocks.

If you’ve ever wondered why I stick to real Bitcoin instead of corporate wrappers or “digital asset treasuries,” this video breaks it down.

This is a follow-up to a previous video about Bitcoin Treasury Company Stocks: https://youtu.be/A-u_1tWjMTw

Chapters
00:00 — Are Bitcoin Treasury Companies the New Altcoins?
04:45 — Same Playbook: Insiders In Early, Retail Exit Liquidity
06:00 — Broken Promises?
07:15 — PIPE Investors & The Real Winners
09:45 — Why MSTR Was Different
13:20 — Buying Opportunity?
14:10 — “Digital Asset Treasuries”
16:10 — Irony
18:20 — Bitcoin Doesn’t Need It

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