THE GREAT CORPORATE SHAKEOUT (2024 → 2026) #updated
This wasn't one company.
It wasn't one industry.
It was one financial environment.
📈 Interest rates rose. 💳 Cheap debt disappeared. 🏢 Leases rolled over. 💰 Refinancing became expensive. 🛒 Consumers became more selective.
↓
Retail 🧵 Joann 🏬 Big Lots 🛍️ Express 🎈 Party City 💊 Rite Aid 🏠 At Home 👛 Claire's
↓
Restaurants 🍔 Hooters 🌮 On the Border 🍸 Bar Louie 🍝 Bertucci's 🥘 Brio
↓
Media 📺 Diamond Sports 📻 Audacy 📰 Legacy media
↓
Different industries.
Same pressure.
Many businesses built for an era of inexpensive capital suddenly had to operate in a world where money costs more.
Some adapted.
Many didn't.
↓
The next generation of businesses may look different:
🏪 Local-first 🤝 Community-supported 💵 Lower overhead 📦 Smaller footprints 💳 Direct payments 🌐 Direct relationships ❤️ Trust as a competitive advantage
We're not just watching companies fail.
We're watching one business model give way to another.
#Bitcoin #BTC