The primary driver would be of course profit by short selling Bitcoin and the stocks of these companies. Not "just to bring them down". Just to clarify. Basically how short squeezes work, but the opposite. Or take Michael Burry, the guy who predicted the 2007/2008 financial crash since 2005 or so and made fortunes with his small hedge fond.

Of course there has to be a weakness in the business model, and a chance to exploit it, i.e. when some of these stocks lose demand. I personally am not too convinced of their business model being sustainable forever. But I don't expect neither a crash being 100% sure for the next 25 years or so (I think 50/50) neither do I expect the crash to happen in the next bear already, but there is a small possibility.

I agree. Even if Saylor falls this would not be the death of Bitcoin. But my dreams of a volatility reduction would have to wait then a few years more

Quote from: o48o on August 23, 2025, 02:21:33 PM

As when a decentralized ledger takes more power than country of Finland (or bigger country), while people have trouble paying their electrical bills, it can have a cultural backlash that affects to voting, and after that to regulations.

I don't expect the energy demand of BTC to grow that much more. The halving effects should equilibrate the price increases approximately from now on. That could already be the case: even if BTC's price grows to 140,000 now, then it has barely countered the effect of the 2024 halving. Meaning that the block reward in USD in 2021 when BTC was at 69,000 would be similar to the one in 2025 at 138,000.

So unless we see an extreme price increase in one of the next bulls, the "Bitcoin kills the climate" narrative should die down. AI is already consuming more energy afaik.

The primary driver would be of course profit by short selling Bitcoin and the stocks of these companies. Not "just to bring them down". Just to clarify. Basically how short squeezes work, but the opposite. Or take Michael Burry, the guy who predicted the 2007/2008 financial crash since 2005 or so and made fortunes with his small hedge fond.

Of course there has to be a weakness in the business model, and a chance to exploit it, i.e. when some of these stocks lose demand. I personally am not too convinced of their business model being sustainable forever. But I don't expect neither a crash being 100% sure for the next 25 years or so (I think 50/50) neither do I expect the crash to happen in the next bear already, but there is a small possibility.

I agree. Even if Saylor falls this would not be the death of Bitcoin. But my dreams of a volatility reduction would have to wait then a few years more