The last month has been dominated by ETF outflows. Normally, corporate Bitcoin treasuries help absorb some of that weakness. They continue accumulating while other investors are pulling back, which helps cushion the impact of ETF outflows. But that cushion is getting smaller. And that raises a question investors have largely ignored until now. How much support can corporate treasuries realistically provide if the downturn continues? And if Bitcoin keeps falling, at what point do those massive corporate holdings stop acting as a source of support and start becoming a source of risk? That’s what we’ll look at today. Ecoinometrics delivers professional-grade crypto and macro analysis to help institutional investors and serious traders make data-driven decisions. Our team conducts rigorous quantitative research, developing proprietary metrics and institutional-quality visualizations that cut through the noise to reveal key market dynamics. Each newsletter provides clear, actionable insights backed by data, delivered in a concise format that respects your time - five minutes to absorb, but deep enough to inform your investment strategy. Join over 34,000 professional investors and fund managers: Ready? Let’s dig into the data. Bitcoin’s Demand Structure Is Becoming More FragileThe Takeaway...Continue reading this post for free in the Substack app
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