RT Matt Cole (@ColeMacro)A discussion between @macroleverageTP, @PhongLe, and me on why Bitcoin Treasury Companies exist, what the first real stress test for Digital Credit taught us, and the opportunity ahead for Bitcoin-backed financial innovation.TIMESTAMPS0:04 - Why Bitcoin Treasury Companies Exist7:22 - Financial Engineering Vs. Financial Innovation14:24 - What Makes Bitcoin Treasury Companies Durable18:42 - Does Bitcoin Need Treasury Companies?22:20 - Addressing Bitcoin Treasury Company Criticism26:46 ...