Make Away with the Bitcoin Treasury Bubble And Bitcoin Can Finally Run

Make Away with the Bitcoin Treasury Bubble And Bitcoin Can Finally Run

July 8, 2026 · 12 min

About this episode

Charles Edwards discusses the sustainability of the Bitcoin treasury company boom and the risks associated with leverage in the sector.

FULL EPISODE https://youtu.be/ZuZcegpnOZ4 DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk CLIP Charles Edwards breaks down why the Bitcoin treasury company boom may not be sustainable. He argues that most of these companies have no real business model beyond buying Bitcoin, issuing equity, or taking on debt. The danger is not necessarily today’s debt level, but the incentive structure pushing the entire sector toward more leverage. SUPPORT ⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵 https://donate.stripe.com/9B600k5Tscv ... Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L ... LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack .... 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 SOCIALS Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 /…

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