Exclusive: Can Public Companies Survive a Bitcoin Bear Market? 🔎 With billions in BTC on their books, will they HODL, or fold when things turn? BeInCrypto spoke to experts from @BitunixOfficial, @hodlwithLedn, @redstone_defi & @InnovatingCap to assess the risks ahead 👇🏻

1/ @BitunixOfficial analyst Dean Chen highlights the 2025 institutional rush: “In the first seven months of 2025, net inflows into institutional Bitcoin ETFs surpassed $5 billion, and BlackRock’s iShares Bitcoin Trust reached over $85 billion in AUM, contributing to BTC’s 26% year-to-date gain,” That momentum drove BTC’s 26% YTD gain, but how sticky is it?

2/ @john_w_glover from @hodlwithledn warns about fragile conviction: “Fund managers, public companies, pension boards – these actors aren’t driven by ideology. They answer to shareholders. They watch the quarterly performance. And when pressure builds, they sell,” Institutions bring capital and exit risk.

3/ @MarcinRedStone, co-founder of @redstone_defi, offers a counterbalance: “Companies with Bitcoin treasuries typically have longer investment horizons than retail traders, which could provide stability even during downturns. The key is that institutional adoption has diversified the holder base, potentially reducing volatility compared to previous cycles,” Will long-term strategies dampen panic?

4/ @panthonylg, Founder of @innovatingcap, flags credit risk in a downturn: “If BTC drops significantly, highly leveraged firms may struggle to refinance or meet debt obligations. A firm’s heavy reliance on debt could make them vulnerable in a prolonged downturn,” BTC isn't the only thing on the line, it’s survival.

A bear market won’t erase Bitcoin, but it will expose which firms built real risk controls. Will public companies HODL… or fold under pressure? @KayyGilani breaks down whether these public firms are truly ready for the next bear market 👇🏻