Supply Shock | Bitcoin’s Next Decade Will Run Through Public Companies

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Jan 8, 2026

Pete Rizzo, a veteran Bitcoin journalist and President of BitcoinTreasuries.net, discusses the evolving narrative of Bitcoin from grassroots to corporate treasuries. He explains how figures like Michael Saylor have reframed Bitcoin for institutions, emphasizing its significance for corporate balance sheets. Rizzo explores the tension between individual investors and corporate adoption, the future of Bitcoin payments, and what trends might define the next decade, including potential Bitcoin-backed equities as alternatives to altcoins.

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ANECDOTE

How Pete Started Covering Bitcoin

Pete Rizzo fell into Bitcoin coverage after college, learning finance and tech on the job.
His early beat covered merchants and payment processors during Bitcoin's initial business-focused phase.

INSIGHT

Majority Of Firms Are Underwater

Roughly 60% of sampled treasury companies in the dataset are underwater on their bitcoin purchases.
That negative cost basis will force many firms to pivot, consolidate, or fail if BTC prices stay low.

ADVICE

Audit Dilution Before Buying Treasury Stocks

Check fully diluted shares, warrants, and PIPE terms before evaluating treasury stocks.
Use BitcoinTreasuries.net metrics and filings to compute bitcoin-per-share and dilution impact.

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