Zombie Companies or Smart Strategy? The Bitcoin Treasury Boom

The Federal Reserve just made its first 25 bps rate cut in nearly a year — and the ripple effects are global. Lower rates mean cheaper borrowing, weaker currencies, and more liquidity flowing into risk assets like Bitcoin. But the Fed isn’t alone. Canada has already followed with aggressive cuts, the UK is likely to ease in Q4, and Europe remains cautious for now. This livestream breaks down how each central bank’s decision shapes global markets, why liquidity is the single most important driver for BTC, and what history tells us about Bitcoin’s performance during easing cycles. We’ll also dive into Japan’s outlier stance, sticking with rate hikes, and what that means for global capital flows.

Beyond monetary policy, we’ll cover the two other big stories shaping Bitcoin’s future: corporate treasuries and real-world asset tokenization. Nasdaq-listed GD Culture Group just acquired 7,500 BTC — instantly becoming a mid-tier Bitcoin treasury company, though not without controversy over dilution and financial health. Meanwhile, BlackRock and Wall Street are pushing deeper into tokenization, with real-world assets like bonds and money-market funds moving on-chain. Together, these trends highlight how liquidity, corporate adoption, and institutional tokenization are converging to reshape the crypto landscape. By the end of this stream, you’ll understand not just the headlines, but how they connect to Bitcoin’s path into year-end 2025.