Page de couverture de BitcoinTreasuries.net: ”60% Of Treasury Companies Are UNDERWATER.” What Happens Next | Pete Rizzo

BitcoinTreasuries.net: ”60% Of Treasury Companies Are UNDERWATER.” What Happens Next | Pete Rizzo

BitcoinTreasuries.net: ”60% Of Treasury Companies Are UNDERWATER.” What Happens Next | Pete Rizzo

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 🔥 Pete Rizzo (BitcoinTreasuries.net president) reveals 60% of Bitcoin treasury companies are underwater on their purchases. He predicts Strategy (MSTR) will hit 750K Bitcoin by end of 2026. The perfect warm up to MSTR True North on a Wednesday! In this Treasury Orange exclusive, the journalist who's covered Bitcoin for over a decade reveals: ✅ 60% of 100+ sampled treasury companies underwater on Bitcoin purchases (new data) 💰 Strategy prediction: 750K BTC by end 2026 (from current 650K) driven by digital credit 📊 "It's 2013 in Bitcoin businesses." 400 companies today, headed to thousands 🎯 ATM dilution model collapsed. Preferreds + digital credit are the future ⚡ Only 3-5 companies can afford to build preferred products (capital costs too high) 🚨 "Wall Street wants you to think Bitcoin IPO'd and it's over." Treasury companies break that narrative 💎 Jurisdictional land grab mostly over. Now it's about execution and operating businesses *THE DATA BOMB:* Pete's team at BitcoinTreasuries.net analyzed 100+ treasury companies' cost basis: "About 60% were underwater." If Bitcoin stays range-bound, these companies must innovate or die. Who survives? "Execution teams that can navigate markets." Strategy ends 2025 at ~670K Bitcoin. Pete predicts 750K-850K by end of 2026. How? "Digital credit products. He'll do 10-12 more 10K Bitcoin buys in 2026. Won't match 2025's pace but still massive." *TIMESTAMPS:* 00:00 Cold Open 00:59 Introduction to Pete Rizzo & His Coverage of Bitcoin's Story 04:03 Adoption of Bitcoin As Payments & Prevailing Store of Value Narrative 06:01 Corporate Adoption and the Future of Bitcoin 09:59 Bitcoin's Shift from Counterculture to Mainstream Finance 17:33 Which Bitcoin Treasury Strategy Will Win Out Next? 24:58 Navigating Financial Metrics and Data in Bitcoin Companies 29:07 The Yin and Yang of Individual and Corporate Bitcoin Ethos 34:18 XXI: Jack Mallers x Tether x Softbank Treasury Company 37:16 Block's (Square) Entrance Into ASIC Hardware Design 38:39 Preferred Equity Models and Market Sentiment 41:24 Strategy Bitcoin Holdings Projection For 2026 42:57 Where To Follow Pete & BitcoinTreasuries.net 43:52 Stay Orange *BEST QUOTES:* 💥 "60% of treasury companies we sampled were underwater on their Bitcoin purchases. If Bitcoin stays here, they have to do something interesting" 🎯 "Strategy will end 2026 around 750K Bitcoin. Digital credit products will drive 10-12 more 10K buys" 📈 "It's 2013 in Bitcoin businesses. 400 companies today, headed to 10,000-50,000 globally" 🏦 "Wall Street wants to sell you: Bitcoin IPO'd, it's digital gold, it's over. Treasury companies break that narrative" ⚡ "Only the strong will survive. Not everyone's going to win. Execution teams separate themselves" *WHY THIS MATTERS:* Pete Rizzo runs BitcoinTreasuries.net - THE definitive data source tracking 400+ corporate Bitcoin holdings globally. He's covered Bitcoin as journalist/historian for over a decade (CoinDesk, Bitcoin Magazine). His team provides real-time updates, advanced metrics (fully diluted shares, Bitcoin per share, MNAV), and monthly corporate adoption reports. This interview reveals exclusive data: 60% of treasuries underwater, capital costs preventing most from building preferreds, jurisdictional consolidation coming, and specific 2026 predictions. *MENTIONED:* MicroStrategy/Strategy (MSTR) - 660K Bitcoin, targeting 750K by end 2026 MetaPlanet - jurisdictional winner in Japan XXI - Jack Mallers, Tether, SoftBank Block/Square - ASIC mining chips, Jack Dorsey XCE UK - recruiting company treasury play Falcon Edge - active treasury management Coinbase - late to treasury game Digital credit products - only 3 companies today Preferred equity evolution *CONNECT WITH PETE:* 🌐 https://bitcointreasuries.net 🔔 X: https://twitter.com/pete_rizzo_ 🔔 BTC Treasuries: https://twitter.com/BTCTreasuries 🎙️ Supply Shock Podcast: www.youtube.com/@SupplyShockBW *RELATED TREASURY ORANGE:* 📺 Matt Odell on MSTR: https://www.youtube.com/watch?v=8dW-U2JClko 📺 Rally Durham on why he sold ALL of his MSTR: https://youtu.be/J-aHzNMUDts 📺 Grain of Salt on why preferred equities are KING: https://twitter.com/TylerCompiler/status/1991318908255514920 📺 MSTR True North on WHY MSTR's USD Reserve Changed The Game: https://www.youtube.com/watch?v=2u9jJPzd5Wo&t=282s 📧 tyler@treasuryorange.com | 🔔 https://twitter.com/tylercompiler 🎙️ https://youtube.com/@TreasuryOrange | TreasuryOrange.com 🟠 STAY ORANGE #Bitcoin #BitcoinTreasury #MSTR #Strategy #MicroStrategy #MetaPlanet #XXI #JackMallers #BitcoinTreasuriesNet #PeteRizzo #Block #DigitalCredit #Preferreds #TreasuryOrange ⚠️ Not financial advice
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