Grayscale: Strategy's BTC Pivot Eases Tail Risk for Bitcoin
Head of research Zach Pandl frames the shift as a structural de-risking for the largest corporate BTC holder, with a more durable price floor as the read for Bitcoin itself.
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Head of research Zach Pandl frames the shift as a structural de-risking for the largest corporate BTC holder, with a more durable price floor as the read for Bitcoin itself.
Matt Cole argues the panic around Bitcoin treasury companies is misplaced, framing Strategy's selling as a founder-led rotation rather than a vote against the asset.