Both models emphasize a structural breakdown characterized by an 81% decline from highs and a $13B unrealized loss on Bitcoin holdings relative to cost basis. They flag a new securities-fraud investigation and a debt-fueled treasury model that faces a solvency squeeze if Bitcoin remains depressed. While one model notes the risk of shorting into oversold extremes, both agree that a decisive break below the $85 support shelf opens a path toward the mid-$70s as forced deleveraging accelerates.