Analysts warn that corporate Bitcoin buying sprees may signal peak speculation in financial markets.
🟠Companies are increasingly issuing equity to buy cryptocurrency, driving share prices up in a self-reinforcing cycle
🟠Strategy’s large BTC position kicked off this “Bitcoin treasury” trend, now copied by firms like Vanadi Coffee and Metaplanet
🟠These moves offer little real diversification—corporate treasuries are typically risk-averse, making large crypto bets speculative
🟠Publicly listed firms, not retail traders, are now fueling the hype, with stocks like BitMine Immersion surging over 3,000% after buying ETH
🟠A sharp crypto selloff could force indebted firms to liquidate assets, amplifying market crashes
🟠Efforts to integrate crypto into traditional finance (via banking licenses) could spread systemic risk
🟠Some observers see this as just another iteration of past manias like ICOs or NFTs—speculative bursts that left little lasting value.