Скачать или смотреть The BEAR CASE: Why Experts Warn Against Korea's $6B Ethereum Bet 🐻📉

Not everyone is bullish on Korea's massive $6 billion Ethereum treasury bet. Bitcoin expert Samson Mow issued a stark warning: "This won't end well."

In this video, we present the bear case:

⚠️ Why Ethereum has underperformed Bitcoin (down 46% since 2021)
⚠️ The lack of real business models behind these treasury companies
⚠️ Korean retail investors' history of chasing hype and getting burned
⚠️ The structural fragility if Ethereum drops 50%
⚠️ How this compares to MicroStrategy's Bitcoin strategy
⚠️ Is this innovation or just another bubble?

Understanding BOTH sides of an investment thesis is critical for making informed decisions.

This is Part 4 of our 7-part series on Korea's Ethereum treasury phenomenon.

🔗 More resources: https://beacons.ai/kwfcrypto
📰 Read the full analysis: www.kwf1.net
🔔 Subscribe for Parts 5-7!

📊 TIMESTAMPS:
0:00 - Samson Mow's warning
0:10 - ETH vs BTC performance (-46%)
0:20 - No real business model problem
0:30 - Korean retail history (2017 crash)
0:40 - Structural risks and fragility
0:50 - Innovation or bubble?

🐻 BEAR CASE SUMMARY:
ETH down 46% vs BTC since 2021
Treasury companies = pure crypto speculation
No operational revenue or diversification
Korean retail has history of losing in crashes
50% ETH drop would devastate these companies
MicroStrategy has software business + BTC
Korean stocks have only ETH exposure

🔴 RED FLAGS:
1. Performance: ETH lagging BTC significantly
2. Business Model: No revenue besides crypto appreciation
3. History: 2017 Korean crypto crash precedent
4. Risk Management: Zero diversification strategy
5. Comparison: Weaker than MicroStrategy model

📈 RELATED VIDEOS IN THIS SERIES:
Part 1: The $6B Shock
Part 2: What Are ETH Treasury Companies?
Part 3: The Kimchi Premium Mystery
Part 4: The Bear Case (YOU ARE HERE)
Part 5: The Bull Case - Coming Next
Part 6: The Influencer Machine
Part 7: The Final Verdict

🔗 RESOURCES:
Full Analysis Hub: https://beacons.ai/kwfcrypto
Blog & Articles: www.kwf1.net
X/Twitter: @wordFinancial
Instagram: @keyword_financial

💬 DISCUSSION QUESTIONS:
1. Do you agree with the bear case concerns?
2. Is the MicroStrategy comparison fair?
3. What other risks do you see? Share below!

⚠️ DISCLAIMER:
This content is for educational purposes only and should not be considered financial advice. Always do your own research and consult with a financial advisor before making investment decisions.

#BearCase #Ethereum #CryptoRisk #Korea #InvestorEducation #KWF #DueDiligence #Bitcoin
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KWF | Unbiased Crypto Analysis for Everyday Investors
www.kwf1.net