$NAVEN
StableSnapshot Window: 2026-07-17 16:50 UTC · ← Back to Crypto Overview
Social Momentum Summary
Total Engagement - Comments: 4, Retweets: 0, Likes: 0, Impressions: 141
Verbatim Community Citations & Social Evidence 1 source posts analyzed
The 2 Bitcoin treasury companies that have been doing the strategy for more than 2 years (Strategy and Metaplanet) have outperformed Bitcoin... in USD terms and Bitcoin terms. The high time preference view of amplified Bitcoin being down while Bitcoin is down and deciding it's [Spoken audio]: Yeah, I don't think retail's gone forever, but on the Treasury Company stuff, you've been fighting a lot online. I've loved to see it, to be honest. Do you think the Treasury companies have been a net good for Bitcoin? Danny, everything's good for Bitcoin, okay? Is it though? Like, in the sense that I think that Bitcoin has to humble everybody. and that people come to understand Bitcoin in a myriad of different ways. A lot of people have touched the hot stove. Bitcoin Treasury companies are not in general the equivalent of alt season and alt coins, but there's a very similar lesson that I think is going to have to be learned, which is that it's a great way to get less Bitcoin.