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A fund manager warns Bitcoin could fall significantly due to a $150 billion liquidity drain from upcoming U.S. Treasury settlements and corporate treasury
Bitcoin faces potential downward pressure as a fund manager warns that upcoming U.S. Treasury settlements could drain approximately $150 billion in liquidity from the market [2]. Michael Kramer of Mott Capital Management suggests that Bitcoin acts as a leading liquidity indicator and may decline further as cash is pulled from the banking system to finance government debt [2, 4]. This warning coincides with separate concerns regarding roughly $148 billion held in corporate Bitcoin treasuries, where overleveraged firms may be forced to sell assets [1].
Key takeaways
Kramer argues that Bitcoin is a superior
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The company sold 32 BTC to cover dividend obligations on its STRC preferred shares.
The company's stated strategy is to increase its net Bitcoin holdings and the amount of Bitcoin held per share over time.
The firm frequently utilizes at-the-market equity sales to raise capital for its Bitcoin accumulation drive.
AI-assisted synthesis by the TrendWatcher Editorial Desk · sourced from 4 outlets · Jun 1, 2026 · How we report
The company's leverage on Bitcoin exposure can amplify volatility, and its preferred dividend structure may necessitate selling Bitcoin at times that are not optimal for the company's treasury.