Bitcoin Firms Face Collapse as $600M Merger Shakes Market | The State of Bitcoin Markets

Bitcoin treasuries are on the brink. Jessie lays it all out: who makes it, who dies, and why this $600M Stripe–Semler merger could either save the game or trigger a wipeout. From MetaPlanet’s flywheel to Naka’s brutal discount, the fight is survival of the fittest.

This isn’t hype—it’s the real battlefield of Bitcoin corporations. Expect blood, bold predictions, and a raw look at how ruthless Wall Street is with BTC. Watch and decide: will the market crown its next giant or crush the weak?

00:00 – 🚀 Opening & Weekly Roundup
02:00 – 📉 Bitcoin Pullback Explained
03:30 – 🎥 Jessie Joins Live from New York
05:00 – 🏦 First Bitcoin Treasury M&A Shocks Finance
07:00 – ⚔️ Strong vs Weak: Which Firms Survive?
09:30 – 🔑 Flywheel Strategy: Jessie’s Breakdown
12:00 – 📊 How to Reach 100 BTC and Investor Confidence
15:00 – ⏳ Why Stopping Momentum Can Kill Companies
18:00 – 💡 Mispricing of Bitcoin Treasuries
20:00 – 🌍 Jessie Talks London, Expansion, and Family
24:00 – 🔥 MetaPlanet vs SmartWeb: Who’s Winning?
30:00 – 💰 $5M Raise & Bitcoin Buying Spree
40:00 – 📰 Weekly Recap: MetaPlanet, Establecí, Faitelson
47:00 – ⚡ Stripe + Semler: The $600M Merger Explained
1:45:00 – 🏁 Final Analysis: Discounts, Flywheels & Market Survival

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