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@Windsom

Joined 22 February 2026 · 1 post

120 KT

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W@Windsom

Is the Corporate Bitcoin Treasury Model in Danger? On February 5th, during an earnings call, Strategy’s CEO Fong Lei mentioned a number that immediately caught the market’s attention: **$8,000**. According to him, Bitcoin would need to collapse to around $8,000 before Strategy’s balance sheet faced a serious solvency problem linked to its debt structure. At first glance, that sounds reassuring. Bitcoin trading anywhere near $8,000 seems extreme compared to current price…