Bitcoin Rally May Revive Treasury Buying, But Easy-Money Days Are Over: Bitfinex

The signal here is about the funding side of corporate bitcoin treasuries, not the price side. Bitfinex's view implies the model has shifted from broad access to capital toward selective, price-contingent buying, which matters most for smaller listed companies that leaned on easy raises to build positions. The open question is whether a sustained rally restores treasury demand without restoring the indiscriminate issuance that accompanied it — a distinction that separates genuine balance-sheet conviction from momentum-driven fundraising.