Episode Details

The Rise Of Crypto Treasury Companies
7/28/2025
1000X

Key Insights

Bullish:

  • 🟢 $TREASURYCOMPANIES - There is growing appetite for Bitcoin treasury companies from various investor types, including institutional and retail, as an alternative way to gain Bitcoin exposure.
    • There's clearly some real appetite for Bitcoin from wherever wherever you want for these treasury companies from both the pod shops, from retail, and from people that just want exposure to Bitcoin, maybe not in the direct way.” - Avi (41:38)
  • 🟢 $ETH - 🔒
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  • 🟢 $ALTCOINS - 🔒
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  • 🟢 $HYPERLIQUID - 🔒
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Bearish:

  • 🔻 $USD - 🔒
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