Bitcoin, Credit, and the People Pulling the Strings

How Wall Street Credit, Politics, and Bitcoin Treasury Companies Are Setting the Stage for the Next Big Move

TL;DR

Bitcoin is being kind of dumpy right now and there could be more downside coming soon. Red candles. Sideways action. Boring vibes.

This isn’t going to last.

Bitcoin has a habit of looking sleepy right before it wakes up loud.

The same market that prints ugly red candles also prints sudden, violent green ones—often when people least expect it.

This is the time to pay attention.
The time to get READY by finding dry powder
Get SET by ensuring you have a way to buy Bitcoin (Coinbase, Gemini, Kraken, CashApp, Venmo, PayPal, etc)

GO time is no single day, it’s you slowly nibbling as the price drops. Weekly automatic purchases.

The show isn’t over.
It’s just getting started.

---

Quote of the Day

“Markets don’t break when things go wrong — they break when leverage meets uncertainty.” - The Inspirator

---

Let’s start with the uncomfortable truth:

When credit, politics, and money printing start overlapping…
Markets don’t move slowly.
They move violently.

And right now, Bitcoin is sitting in the middle of all three.

---

First: What Credit Actually Is (Still Keeping It Simple)

Most people hear credit and think:

• Credit score
• Credit card
• “I’ll pay it off next month”

Real credit is simpler:

Credit = someone gives you cash today because they trust you’ll pay them back later.

That’s it.

No trust?
No credit.

Now imagine Bitcoin being used as the reason people trust you.

That’s what’s happening right now.

---

Strategy Lit the Match

Michael Saylor and Strategy showed Wall Street something new:

“You can raise money, buy Bitcoin, then raise more money because you own Bitcoin.”

They sell fancy IOUs.
Investors give cash.
Strategy buys Bitcoin.
Bitcoin strengthens the balance sheet.
The balance sheet unlocks more credit.

Some of those IOUs even pay 10%+.

Wall Street loves two things:
• Yield
• A story it can explain to clients

Bitcoin treasury companies gave them both.

---

XXI Didn’t Just Join — It Brought the Adults

XXI (Twenty One) showed up with:

• Jack Mallers – Bitcoin maximalist, payments guy, Strike CEO
• David Bailey – Bitcoin policy operator tied deep into U.S. politics
• Cantor Fitzgerald – One of Wall Street’s most powerful firms

XXI went public via a SPAC sponsored by Cantor Fitzgerald.

This matters.

Because for decades, Howard Lutnick ran Cantor — and today, he sits inside Trump’s cabinet.

That means XXI isn’t just:
• Financial
• Or Bitcoin-native

It’s politically adjacent.

That’s how new systems become allowed.

---

Why These Companies Matter to Bitcoin’s Price (A Lot)

Bitcoin treasury companies change the market in three big ways:

1️⃣ They Create Permanent Buyers

These companies don’t trade Bitcoin.
They accumulate it.

That removes supply from the market.
Less supply = more sensitivity to demand.

---

2️⃣ They Turn Bitcoin Into Collateral

Once Bitcoin is treated like:
• Balance-sheet strength
• Credit support
• Strategic reserve

It stops acting like a “risk asset” and starts acting like financial infrastructure.

That’s a slow shift… until it isn’t.

---

3️⃣ They Add Leverage to the System

This is important.

Credit cuts both ways.

In good times:
• More credit → more buying → price acceleration

In bad times:
• Credit tightens → forced selling → volatility

These companies can amplify moves up and down.

---

So… Bear Market or Moon Shot in 2026?

Short answer: Both are possible — timing matters.

Let’s break it down.

---

The Bull Case (Why a Moon Shot Is on the Table)

Here’s what lines up bullish:

• Bitcoin treasury companies keep accumulating
• The Clarity Act potentially passes mid-year, giving the U.S. real crypto rules
• Election-year politics favor growth narratives
• Bitcoin becomes “allowed” capital, not tolerated capital
• A new Fed chair could signal looser policy

Translation:

More clarity + more credit + political cover = demand shock

That’s how moon shots happen.

---

The Bear Case (Why Pain Is Still Possible)

Now the other side:

• Treasury companies rely on capital markets staying open
• If rates stay high, credit gets expensive
• If markets wobble, premiums compress
• Leverage works against you in drawdowns

Translation:

Credit dries up → flywheels stall → volatility returns fast

Bitcoin doesn’t go up in straight lines.
Never has.

---

Where Interest Rates and the Fed Fit In

This part matters more than most people realize.

A new Fed chair means:
• New tone
• New priorities
• New tolerance for inflation vs growth

If rates fall:
• Credit expands
• Bitcoin benefits

If rates stay restrictive:
• Leverage struggles
• Weak hands get shaken

Bitcoin loves liquidity.
Always has.

---

The Big Picture (Zoom Way Out)

Here’s the honest take:

Bitcoin treasury companies don’t kill bear markets — they reshape them.

Instead of:
• Random retail panic

You get:
• Structured volatility
• Credit cycles
• Institutional reflexes

Bitcoin is growing up.
Growing up is messy.

---

What This Means for Normal People

You have three real choices:

Option 1: Hold Bitcoin directly

Still the cleanest.
Still the least complicated.
Still the long-term winner for most people.

---

Option 2: Earn yield tied to Bitcoin

Higher income.
Higher complexity.
Higher risk.

Know what you own.

---

Option 3: Ride the stocks

More upside.
More downside.
Not for weak stomachs.

---

The One Line to Remember

Bitcoin is no longer just an asset — it’s becoming collateral for the global credit system, and that changes how every cycle behaves.

That doesn’t mean “only up.”
It means bigger moves.

---

Question of the Day

As Bitcoin moves deeper into Wall Street and Washington, do you think 2026 brings:

A) A violent shakeout before liftoff
B) A straight-line moon shot
C) Both — just not in the order people expect

Leave me a comment below, would love to hear what you think :)

---

WATCH THIS!

LINDA LISTEN!