2026-01-02 05:24:43

A notable shift in market performance: a major software company's stock has tumbled roughly half its value over the past twelve months—marking its first six-month losing streak since pivoting to Bitcoin holdings back in August 2020. The sharp decline raises questions about whether corporate adoption of crypto as treasury reserves directly impacts market sentiment and investor confidence. Some analysts wonder if the extended pullback signals broader concerns about Bitcoin's role in institutional portfolios, or if it simply reflects wider tech sector headwinds.

BTC1.79%

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GateUser-a180694b

· 7h ago

This software company bought the dip in Bitcoin but ended up trapped, it's hard to hold on

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PoolJumper

· 7h ago

Bro, this company is really outrageous. Buying Bitcoin ended up destroying itself. --- Using BTC as reserve funds and outperforming a software giant—this is called a losing deal? --- No way, could it be that this is the real cost for institutions entering the market? --- So, is allocating crypto assets in corporate treasury just a trap? I don't think so. --- Stock price halved, is it because of Bitcoin or because the company is just bad? That’s a question for management. --- Feels like an excuse; maybe the decline has nothing to do with BTC at all. --- This operation is way off. What’s the current situation for companies holding heavy Bitcoin positions? --- Institutional entry is indeed a double-edged sword; the losses are even worse than retail investors.

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GweiTooHigh

· 7h ago

Damn, this company bought Bitcoin and ended up dropping even more? LOL --- So holding BTC really is poison... or is it just a coincidence? --- Institutions buying the dip got trapped instead, that's the reality --- I just want to ask: how much unrealized loss do they have on the BTC they bought in August? --- A typical case of "innovating for innovation," ending up losing both the wife and the army --- If this drop is really because of BTC, then the institutions' moves are way too outrageous --- Is this called "faith recharge"? It looks a bit funny to me --- I don't understand why they would pour treasury into high positions, such IQ... --- No, so the company buying coins can really change stock sentiment? --- It seems that BTC isn't really a plus in institutional portfolios

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GasWastingMaximalist

· 8h ago

Buying into BTC is just like this—the fate of the bagholder. --- Who can be blamed? The company's vault is filled with Bitcoin, now even their underwear is lost in the losses. --- Wait a minute, does this company really think holding coins can resist a dip? Wake up. --- Honestly, it's the tech stocks themselves that are collapsing; blaming BTC is just self-deception. --- Started playing since 2020, four years of turmoil and now a 50% cut... how embarrassing is that? --- Institutions all think they're the smart ones, but one careless move and they become the big fools. --- So, is this what corporate adoption looks like? I thought it could save the market. --- The stock price has halved. How do BTC believers explain this? Let's talk about it. --- It's ironic. I initially wanted to show how cutting-edge I am, but now I just have a textbook failure case.

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BlockchainArchaeologist

· 8h ago

It seems that Bitcoin entering corporate treasuries can't save tech stocks either. This wave of decline is really painful.

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MemecoinTrader

· 8h ago

yo the correlation thesis is crumbling... corporate btc bags getting wrecked while everyone preaches "institutional adoption is bullish" lmao. watch the narrative flip when the next wsb campaign kicks in

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