While retail panics over red candles, institutions are modeling how much of a fixed 21 million coin network they can realistically own. Public companies are absorbing supply, treasury strategies are expanding, and weak leverage is getting wiped out.

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CHAPTERS:00:00 – Location vs Allocation: The New Rule02:17 – This Is Not A Price Prediction03:53 – No Charts, Just Percentage Ownership05:01 – Sentiment Collapse Creates Entry07:03 – Leverage Gets Flushed Out07:34 – Bitcoin Treasury Companies Explained08:24 – Trading Below Bitcoin Holdings09:24 – Consolidation Before Repricing10:33 – Main Street vs Wall Street13:05 – Market Structure and Capital Permission14:10 – What Allocation Looks Like Before The Boom