Published 18 Jun 2026, 04:27 UTC · fetched 6 Nov 2026, 14:18 UTC
Benjamin Cowen
@benjamincowen
Quoting · 13 Feb 2026, 21:52 UTC · context given to the AI
Over a long enough period of time, even treasury companies will likely bleed to Bitcoin, just like altcoins, mining equities, and crypto exchange stocks all eventually bleed to BTC. The only reason anything else in the industry exists is because of Bitcoin. That does not mean the others things cannot go up. Often times, in bull markets they do go up with BTC. But they *still* eventually bleed to BTC even if there is 1-2 cycles of outperformance.Treasury companies will bleed to Bitcoin https://t.co/9wUppaVzNqView original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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