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SEC Poised to Approve XRP and LTC Spot ETFs This Year with 95% Probability
FOX Business reporter Eleanor Terrett has revealed that Bloomberg ETF analysts James Seyffart and Eric Balchunas estimate a 95% likelihood of the U.S. SEC approving spot ETFs for XRP and Litecoin (LTC) in 2024. This follows growing institutional momentum for crypto ETFs, including the upcoming launch of a stakeable Solana ETF by REX-Osprey this Wednesday.
Key Takeaways:
Regulatory Shift: The SEC’s softening stance on crypto ETFs—after approving Bitcoin and Ethereum funds—suggests XRP and LTC could be next, given their regulatory clarity and market demand.
Market Impact: Approval could trigger institutional inflows into these assets, with XRP benefiting from its legal clarity post-SEC case and LTC as a proven payments-focused blockchain.
Broader Trend: The potential Solana staking ETF (first of its kind) and now XRP/LTC ETFs signal accelerating mainstream crypto adoption via regulated products.
Why It Matters
If approved, these ETFs would further legitimize altcoins as investment-grade assets, potentially reshaping portfolio strategies. Analysts warn, however, that SEC delays or political shifts could still pose risks—though current odds appear overwhelmingly favorable.
#SEC #TRUMP #etf $XRP
FOX Business reporter Eleanor Terrett has revealed that Bloomberg ETF analysts James Seyffart and Eric Balchunas estimate a 95% likelihood of the U.S. SEC approving spot ETFs for XRP and Litecoin (LTC) in 2024. This follows growing institutional momentum for crypto ETFs, including the upcoming launch of a stakeable Solana ETF by REX-Osprey this Wednesday.
Key Takeaways:
Regulatory Shift: The SEC’s softening stance on crypto ETFs—after approving Bitcoin and Ethereum funds—suggests XRP and LTC could be next, given their regulatory clarity and market demand.
Market Impact: Approval could trigger institutional inflows into these assets, with XRP benefiting from its legal clarity post-SEC case and LTC as a proven payments-focused blockchain.
Broader Trend: The potential Solana staking ETF (first of its kind) and now XRP/LTC ETFs signal accelerating mainstream crypto adoption via regulated products.
Why It Matters
If approved, these ETFs would further legitimize altcoins as investment-grade assets, potentially reshaping portfolio strategies. Analysts warn, however, that SEC delays or political shifts could still pose risks—though current odds appear overwhelmingly favorable.
#SEC #TRUMP #etf $XRP
In a significant move challenging the federal monetary system, Texas Governor Greg Abbott has signed a law recognizing gold and silver as legal tender for daily financial transactions. This groundbreaking legislation positions Texas as a pioneer in monetary sovereignty, allowing residents to use precious metals as currency alongside the U.S. dollar.
Key Implications
Monetary Independence: The law enables Texans to conduct transactions, pay debts, and settle contracts using physical gold/silver or state-backed digital certificates, reducing reliance on fiat currency.
Inflation Hedge: Amid rising economic uncertainty, this measure offers citizens a stable alternative to the dollar, which has lost over 90% of its purchasing power since 1971.
Blockchain Synergy: The state may integrate gold-backed digital tokens (like Texas Bullion Depository’s proposed systems) with blockchain for verifiable, frictionless transactions.
Broader Context
Texas follows Utah and Wyoming in adopting precious metals as legal tender, signaling a growing state-level pushback against centralized monetary policy. Critics argue this could complicate tax reporting, while proponents hail it as a step toward sound money revival. The move may also pressure other states to explore similar measures, potentially reshaping America’s financial landscape.
Key Implications
Monetary Independence: The law enables Texans to conduct transactions, pay debts, and settle contracts using physical gold/silver or state-backed digital certificates, reducing reliance on fiat currency.
Inflation Hedge: Amid rising economic uncertainty, this measure offers citizens a stable alternative to the dollar, which has lost over 90% of its purchasing power since 1971.
Blockchain Synergy: The state may integrate gold-backed digital tokens (like Texas Bullion Depository’s proposed systems) with blockchain for verifiable, frictionless transactions.
Broader Context
Texas follows Utah and Wyoming in adopting precious metals as legal tender, signaling a growing state-level pushback against centralized monetary policy. Critics argue this could complicate tax reporting, while proponents hail it as a step toward sound money revival. The move may also pressure other states to explore similar measures, potentially reshaping America’s financial landscape.
REX Shares to Launch First U.S. Solana Staking ETF
REX Shares has announced the upcoming launch of the "REX-Osprey SOL+Staking ETF", a groundbreaking fund designed to track Solana’s performance while generating yield through on-chain staking. If approved, this would mark the first U.S. cryptocurrency staking ETF, offering investors exposure to SOL’s price movements plus passive staking rewards.
Key Details:
SEC Approval Pending: While the SEC has not yet officially commented, Bloomberg ETF analyst Eric Balchunas noted that the regulator appears ready for launch.
Expanding Crypto ETF Offerings: REX Shares and Osprey Funds previously filed for Ethereum and Solana staking ETFs, signaling growing institutional interest in crypto yield products.
Market Implications: A successful launch could pave the way for more staking-based ETFs, further bridging traditional finance and blockchain.
This development highlights the increasing demand for regulated crypto investment vehicles, potentially accelerating mainstream adoption of staking mechanisms.
REX Shares has announced the upcoming launch of the "REX-Osprey SOL+Staking ETF", a groundbreaking fund designed to track Solana’s performance while generating yield through on-chain staking. If approved, this would mark the first U.S. cryptocurrency staking ETF, offering investors exposure to SOL’s price movements plus passive staking rewards.
Key Details:
SEC Approval Pending: While the SEC has not yet officially commented, Bloomberg ETF analyst Eric Balchunas noted that the regulator appears ready for launch.
Expanding Crypto ETF Offerings: REX Shares and Osprey Funds previously filed for Ethereum and Solana staking ETFs, signaling growing institutional interest in crypto yield products.
Market Implications: A successful launch could pave the way for more staking-based ETFs, further bridging traditional finance and blockchain.
This development highlights the increasing demand for regulated crypto investment vehicles, potentially accelerating mainstream adoption of staking mechanisms.
U.S. Threatens Reciprocal Tariffs on 20 Nations in Trade Policy Shift
U.S. Treasury Secretary Besant announced on June 28 potential reciprocal tariffs targeting 20 trading partners, marking a significant escalation in global trade tensions.
Key Details
• Tariff Framework:
Baseline 10% rate for nations in "good faith" negotiations
Potential higher retaliatory tariffs for non-cooperative countries
• Scope: Affects $850B+ in annual imports (2023 trade data)
• Timing: Final list expected by August 15
Market Implications
📉 Supply Chain Risks: Auto/tech sectors most exposed
🌍 Targets Likely Include: China, EU, Vietnam, Mexico
💰 Currency Markets: USD index up 0.8% on safe-haven flows
Strategic Context:
Follows Trump-era Section 301 tariff reviews
Aims to pressure manufacturing reshoring
Comes as global trade growth slows to 1.7% (WTO forecast)
"This weaponizes tariff policy as never before" — Trade analyst$BNB
U.S. Treasury Secretary Besant announced on June 28 potential reciprocal tariffs targeting 20 trading partners, marking a significant escalation in global trade tensions.
Key Details
• Tariff Framework:
Baseline 10% rate for nations in "good faith" negotiations
Potential higher retaliatory tariffs for non-cooperative countries
• Scope: Affects $850B+ in annual imports (2023 trade data)
• Timing: Final list expected by August 15
Market Implications
📉 Supply Chain Risks: Auto/tech sectors most exposed
🌍 Targets Likely Include: China, EU, Vietnam, Mexico
💰 Currency Markets: USD index up 0.8% on safe-haven flows
Strategic Context:
Follows Trump-era Section 301 tariff reviews
Aims to pressure manufacturing reshoring
Comes as global trade growth slows to 1.7% (WTO forecast)
"This weaponizes tariff policy as never before" — Trade analyst$BNB
Expert Expected to Cut Rates 1-2 Times in H2, New Policy Tools in Pipeline
Chinese economists anticipate further monetary easing in the second half of 2025, with 1-2 interest rate cuts totaling 20-30 basis points to support domestic demand and stabilize foreign trade amid global uncertainties, according to industry experts139.
Key Policy Expectations
Rate Cuts:
20-30 bps reduction in policy rates to guide LPR (loan prime rate) lower
Aims to lower borrowing costs for businesses and households
Follows May’s 10 bps cut in both 1-year and 5-year LPR59
New Policy Financial Tools:
Pilot program allowing policy banks to issue financial bonds
Funds to support tech innovation, foreign trade via equity investments
Estimated ¥500B–¥1T in funding this year139
Market & Economic Context
External Pressures: U.S. tariff hikes and Fed policy shifts weigh on China’s trade outlook7
Domestic Needs: Weak property market and subdued consumption require stimulus5
Banking Sector: Net interest margins at 1.43% (Q1 2025), limiting aggressive rate cuts5
Next Steps:
Further RRR cuts possible (current avg. 6.2%)59
Structural tools like tech re-lending quotas may expand9
"Policy must balance growth support with financial stability" — Analysts warn against over-reliance on rate cuts alone59.
Chinese economists anticipate further monetary easing in the second half of 2025, with 1-2 interest rate cuts totaling 20-30 basis points to support domestic demand and stabilize foreign trade amid global uncertainties, according to industry experts139.
Key Policy Expectations
Rate Cuts:
20-30 bps reduction in policy rates to guide LPR (loan prime rate) lower
Aims to lower borrowing costs for businesses and households
Follows May’s 10 bps cut in both 1-year and 5-year LPR59
New Policy Financial Tools:
Pilot program allowing policy banks to issue financial bonds
Funds to support tech innovation, foreign trade via equity investments
Estimated ¥500B–¥1T in funding this year139
Market & Economic Context
External Pressures: U.S. tariff hikes and Fed policy shifts weigh on China’s trade outlook7
Domestic Needs: Weak property market and subdued consumption require stimulus5
Banking Sector: Net interest margins at 1.43% (Q1 2025), limiting aggressive rate cuts5
Next Steps:
Further RRR cuts possible (current avg. 6.2%)59
Structural tools like tech re-lending quotas may expand9
"Policy must balance growth support with financial stability" — Analysts warn against over-reliance on rate cuts alone59.
Markets Price in Low Odds for July Fed Rate Cut as Uncertainty Persists
According to the latest CME FedWatch Tool data on June 26, traders assign just 24.8% probability to a 25-basis-point rate cut at the July FOMC meeting, with 75.2% expecting rates to remain unchanged.
Key Takeaways:
• Dovish Expectations Fade: The 24.8% cut probability marks a significant drop from 35% just weeks ago
• Data Dependency: Markets await:
June jobs report (July 5)
June CPI data (July 11)
• September Focus: 78% chance of at least one cut priced in by September meeting
Market Implications:
📉 Treasury yields edge higher (10-year at 4.33%)
📊 USD index holds near 2-month highs
💰 Fed funds futures show:
62% chance of 1-2 cuts in 2025
38% chance of no cuts this year
Expert Insight: "The Fed needs 3 consecutive soft CPI prints before acting" - Goldman Sachs analysis$BTC
According to the latest CME FedWatch Tool data on June 26, traders assign just 24.8% probability to a 25-basis-point rate cut at the July FOMC meeting, with 75.2% expecting rates to remain unchanged.
Key Takeaways:
• Dovish Expectations Fade: The 24.8% cut probability marks a significant drop from 35% just weeks ago
• Data Dependency: Markets await:
June jobs report (July 5)
June CPI data (July 11)
• September Focus: 78% chance of at least one cut priced in by September meeting
Market Implications:
📉 Treasury yields edge higher (10-year at 4.33%)
📊 USD index holds near 2-month highs
💰 Fed funds futures show:
62% chance of 1-2 cuts in 2025
38% chance of no cuts this year
Expert Insight: "The Fed needs 3 consecutive soft CPI prints before acting" - Goldman Sachs analysis$BTC
Powell Sidesteps July Rate Cut Signals, Stresses Data Dependence
Fed Chair Jerome Powell declined to hint at potential July rate cuts during his June 25 congressional testimony, stating the central bank needs "more confidence" in inflation trends before easing policy.
Key Takeaways
• No pre-commitment: Powell avoided specifying timing, saying "we don't want to be premature"
• Political pressure mounts: GOP Rep. Lawler echoed Trump's criticism, questioning why rates stay high amid cooling inflation (core PCE at 2.6%)
• Data watchlist: June jobs (July 5) and CPI (July 11) to determine next moves
Market Reaction
📉 Rate cut odds fell to 28% for July (from 35%)
📈 2-year Treasury yield spiked 8bps to 4.74%
💵 DXY gained 0.5% as hawkish tones strengthened USD
The Big Picture: With the ECB cutting and BOJ potentially hiking, the Fed faces growing policy divergence pressures while balancing:
✓ Sticky services inflation
✓ Election-year political demands
✓ Fragile labor market indicators$BTC
Fed Chair Jerome Powell declined to hint at potential July rate cuts during his June 25 congressional testimony, stating the central bank needs "more confidence" in inflation trends before easing policy.
Key Takeaways
• No pre-commitment: Powell avoided specifying timing, saying "we don't want to be premature"
• Political pressure mounts: GOP Rep. Lawler echoed Trump's criticism, questioning why rates stay high amid cooling inflation (core PCE at 2.6%)
• Data watchlist: June jobs (July 5) and CPI (July 11) to determine next moves
Market Reaction
📉 Rate cut odds fell to 28% for July (from 35%)
📈 2-year Treasury yield spiked 8bps to 4.74%
💵 DXY gained 0.5% as hawkish tones strengthened USD
The Big Picture: With the ECB cutting and BOJ potentially hiking, the Fed faces growing policy divergence pressures while balancing:
✓ Sticky services inflation
✓ Election-year political demands
✓ Fragile labor market indicators$BTC
Trump Announces Israel-Iran Ceasefire, Ending 12-Day Conflict
U.S. President Donald Trump has declared that Israel and Iran have agreed to a comprehensive ceasefire, set to take effect in approximately six hours (as of his announcement on June 23). The truce follows 12 days of intense conflict, marked by missile strikes, drone attacks, and escalating regional tensions146.
Key Details of the Ceasefire Agreement
Phased Implementation:
First 12 hours: Iran will initiate a ceasefire.
Next 12 hours: Israel will follow with its own cessation of hostilities.
After 24 hours: The war will officially end, provided both sides uphold the agreement159.
Current Military Operations:
Both nations are expected to complete ongoing military actions before the ceasefire begins.
Reports indicate explosions in Tehran just minutes before Trump’s announcement, suggesting final strikes may still be underway510.
Diplomatic Mediation:
The deal was brokered through U.S. and Qatari mediation, with Trump engaging in intensive negotiations47.
Iran confirmed its acceptance of the proposal, while Israel has yet to issue an official statement78.
Market & Geopolitical Impact
Oil Prices Plummeted: WTI crude fell over 3% on the news, reflecting eased supply fears46.
Regional Stability: The agreement could temporarily de-escalate tensions, though long-term peace remains uncertain given deep-seated hostilities110.
Next Steps & Challenges
Verification: Israel and Iran must formally confirm the ceasefire terms.
Potential Risks: Any violation during the 24-hour window could reignite conflict.
Broader Implications: The deal may influence future U.S.-Iran nuclear talks and Israel’s security strategy23.
Conclusion: While the ceasefire marks a critical pause in hostilities, its durability hinges on both sides’ compliance and broader diplomatic efforts to address underlying disputes.
U.S. President Donald Trump has declared that Israel and Iran have agreed to a comprehensive ceasefire, set to take effect in approximately six hours (as of his announcement on June 23). The truce follows 12 days of intense conflict, marked by missile strikes, drone attacks, and escalating regional tensions146.
Key Details of the Ceasefire Agreement
Phased Implementation:
First 12 hours: Iran will initiate a ceasefire.
Next 12 hours: Israel will follow with its own cessation of hostilities.
After 24 hours: The war will officially end, provided both sides uphold the agreement159.
Current Military Operations:
Both nations are expected to complete ongoing military actions before the ceasefire begins.
Reports indicate explosions in Tehran just minutes before Trump’s announcement, suggesting final strikes may still be underway510.
Diplomatic Mediation:
The deal was brokered through U.S. and Qatari mediation, with Trump engaging in intensive negotiations47.
Iran confirmed its acceptance of the proposal, while Israel has yet to issue an official statement78.
Market & Geopolitical Impact
Oil Prices Plummeted: WTI crude fell over 3% on the news, reflecting eased supply fears46.
Regional Stability: The agreement could temporarily de-escalate tensions, though long-term peace remains uncertain given deep-seated hostilities110.
Next Steps & Challenges
Verification: Israel and Iran must formally confirm the ceasefire terms.
Potential Risks: Any violation during the 24-hour window could reignite conflict.
Broader Implications: The deal may influence future U.S.-Iran nuclear talks and Israel’s security strategy23.
Conclusion: While the ceasefire marks a critical pause in hostilities, its durability hinges on both sides’ compliance and broader diplomatic efforts to address underlying disputes.
Iran Approves Strait of Hormuz Closure – Global Energy Markets on Edge
Iran's parliament voted on June 22 to approve a proposal to shut down the Strait of Hormuz, the world's most critical oil chokepoint. The final decision now rests with Iran's Supreme National Security Council.
Why This Matters
• 20% of global oil supply transits through this narrow passage
• Potential $150+/barrel oil spike if implemented
• Would disrupt 15 million barrels/day of shipments
Geopolitical Context
The move comes amid:
🔥 Escalating Israel-Hezbollah tensions
💣 Stalled nuclear deal negotiations
⚔️ Recent Iranian threats to retaliate against Western sanctions
Market Reactions
Preemptive responses include:
📈 Brent crude up 3.2% to $87.50 on the news
🛢️ Saudi Aramco preparing alternative pipeline capacity
🇺🇸 U.S. Fifth Fleet increasing patrols in Persian Gulf
Potential Scenarios:
Limited blockade (insurance premiums soar)
Total closure (global recession risk)
Status quo maintained (after show of force)
Expert Warning: "Even temporary disruption could trigger 1970s-style oil crisis" - RBC Capital Markets
Iran's parliament voted on June 22 to approve a proposal to shut down the Strait of Hormuz, the world's most critical oil chokepoint. The final decision now rests with Iran's Supreme National Security Council.
Why This Matters
• 20% of global oil supply transits through this narrow passage
• Potential $150+/barrel oil spike if implemented
• Would disrupt 15 million barrels/day of shipments
Geopolitical Context
The move comes amid:
🔥 Escalating Israel-Hezbollah tensions
💣 Stalled nuclear deal negotiations
⚔️ Recent Iranian threats to retaliate against Western sanctions
Market Reactions
Preemptive responses include:
📈 Brent crude up 3.2% to $87.50 on the news
🛢️ Saudi Aramco preparing alternative pipeline capacity
🇺🇸 U.S. Fifth Fleet increasing patrols in Persian Gulf
Potential Scenarios:
Limited blockade (insurance premiums soar)
Total closure (global recession risk)
Status quo maintained (after show of force)
Expert Warning: "Even temporary disruption could trigger 1970s-style oil crisis" - RBC Capital Markets
BNB
Cumulative PNL
+0
-1.00%
Texas Joins Bitcoin Reserve Movement with Landmark SB 21 Signing
Texas Governor Greg Abbott has officially signed SB 21 into law, making the Lone Star State the third U.S. state to legally establish Bitcoin reserves. This strategic move follows similar actions by Wyoming and Florida, cementing Texas' position as a crypto-friendly hub.
Key Implications of SB 21
• State Treasury Diversification: Texas can now allocate portions of its reserves to Bitcoin
• Institutional Validation: Provides regulatory clarity for crypto businesses
• Mining Synergy: Complements Texas' dominant position in Bitcoin mining (30%+ of U.S. hashrate)
Why Texas Matters
The decision leverages the state's unique advantages:
🔹 Energy abundance: Cheap power supports BTC mining operations
🔹 Pro-business climate: No corporate income tax attracts crypto firms
🔹 Tech ecosystem: Austin's growing Web3 developer community
Market Reaction
Bitcoin showed muted response (+0.8%), suggesting the move was anticipated after:
2023's Bitcoin mining incentives
2022's pro-crypto executive order
Next Steps: Observers await details on:
Reserve allocation size
Custody solutions
Potential BTC salary options for state employees
Political Context: The bill passed with bipartisan support, reflecting crypto's growing mainstream acceptance despite federal regulatory uncertainty.
Texas Governor Greg Abbott has officially signed SB 21 into law, making the Lone Star State the third U.S. state to legally establish Bitcoin reserves. This strategic move follows similar actions by Wyoming and Florida, cementing Texas' position as a crypto-friendly hub.
Key Implications of SB 21
• State Treasury Diversification: Texas can now allocate portions of its reserves to Bitcoin
• Institutional Validation: Provides regulatory clarity for crypto businesses
• Mining Synergy: Complements Texas' dominant position in Bitcoin mining (30%+ of U.S. hashrate)
Why Texas Matters
The decision leverages the state's unique advantages:
🔹 Energy abundance: Cheap power supports BTC mining operations
🔹 Pro-business climate: No corporate income tax attracts crypto firms
🔹 Tech ecosystem: Austin's growing Web3 developer community
Market Reaction
Bitcoin showed muted response (+0.8%), suggesting the move was anticipated after:
2023's Bitcoin mining incentives
2022's pro-crypto executive order
Next Steps: Observers await details on:
Reserve allocation size
Custody solutions
Potential BTC salary options for state employees
Political Context: The bill passed with bipartisan support, reflecting crypto's growing mainstream acceptance despite federal regulatory uncertainty.
Reddit Explores Worldcoin’s World ID for Anonymous Verification: A Risky Bet?
Reddit is reportedly in discussions with Worldcoin’s developer, Tools for Humanity, to integrate its World ID system—a privacy-focused verification method using iris scans. The goal? To combat bots, AI spam, and comply with age verification laws while preserving user anonymity.
Why World ID?
Worldcoin’s approach offers:
✔ Proof of humanity (no bots) via iris scans, without storing personal data.
✔ Age gating without exposing identities.
✔ Decentralized verification, aligning with Reddit’s community-driven ethos.
Voluntary, But With Incentives
Like Twitter’s paid verification, Reddit may make World ID optional, granting verified users access to exclusive features while restricting unverified ones.
Market Skepticism
Despite a brief 5% WLD price surge, the token quickly fell (-3.8%), reflecting concerns over:
⚠ Regulatory bans (Spain, Kenya, Portugal).
⚠ Biometric risks (even encrypted, iris data is sensitive).
⚠ Centralization (Tools for Humanity controls Orb distribution).
Privacy vs. Utility
While Worldcoin promises KYC-free verification, critics argue iris scans create irreversible privacy risks. Reddit’s move could set a precedent—or invite legal battles, especially amid tightening U.S. age verification laws.
The Big Question
Will users trust a system that trades biometrics for access? If implemented, Reddit’s experiment could redefine anonymous verification—or become a cautionary tale.
Reddit is reportedly in discussions with Worldcoin’s developer, Tools for Humanity, to integrate its World ID system—a privacy-focused verification method using iris scans. The goal? To combat bots, AI spam, and comply with age verification laws while preserving user anonymity.
Why World ID?
Worldcoin’s approach offers:
✔ Proof of humanity (no bots) via iris scans, without storing personal data.
✔ Age gating without exposing identities.
✔ Decentralized verification, aligning with Reddit’s community-driven ethos.
Voluntary, But With Incentives
Like Twitter’s paid verification, Reddit may make World ID optional, granting verified users access to exclusive features while restricting unverified ones.
Market Skepticism
Despite a brief 5% WLD price surge, the token quickly fell (-3.8%), reflecting concerns over:
⚠ Regulatory bans (Spain, Kenya, Portugal).
⚠ Biometric risks (even encrypted, iris data is sensitive).
⚠ Centralization (Tools for Humanity controls Orb distribution).
Privacy vs. Utility
While Worldcoin promises KYC-free verification, critics argue iris scans create irreversible privacy risks. Reddit’s move could set a precedent—or invite legal battles, especially amid tightening U.S. age verification laws.
The Big Question
Will users trust a system that trades biometrics for access? If implemented, Reddit’s experiment could redefine anonymous verification—or become a cautionary tale.
USD1/USDT
Sell
Price/Amount
0.9997/209
Corporate Crypto Hoarding: A New Bubble in the Making?
A growing number of publicly traded companies are adopting "crypto treasury" strategies, amassing Bitcoin (BTC), Ethereum (ETH), and Solana (SOL) without traditional collateral—raising concerns about market concentration and systemic risks.
The Rise of Crypto Treasuries
According to Presto Research, over 220 companies now operate as crypto treasuries, raising capital to accumulate digital assets. Among 12 major firms, a staggering $44 billion has been raised or committed, with only one-third coming from debt financing—87% of which is unsecured. This trend mirrors past financial phenomena like 1980s leveraged buyouts and 1990s ETF growth, yet remains poorly understood outside crypto circles.
These companies—often former operating businesses, SPACs, or inactive firms—rely on equity sales, convertible bonds, or preferred instruments to expand their crypto holdings. Their strategy avoids using digital assets as collateral, reducing immediate liquidation risks but increasing exposure to market volatility.
Limited Systemic Risk… For Now
Analysts note that forced sell-offs remain unlikely since most debt is unsecured. While emergency liquidations could occur, the systemic risk appears lower than in past crises like Terra or Three Arrows Capital. However, activist investors could pressure firms trading below net asset value (NAV) to unwind positions—though buybacks or takeovers may be more likely than fire sales.
Could Corporate Accumulation Reshape Crypto Markets?
The model is gaining traction, with firms like Twenty One, Trump Media, and GameStop joining the trend. Yet, analysts warn that rising corporate ownership might dilute Bitcoin’s appeal as a decentralized reserve asset.
Proof-of-Stake (PoS) tokens like ETH and SOL are also attracting attention, as staking rewards offer additional yield—potentially accelerating asset growth.
A growing number of publicly traded companies are adopting "crypto treasury" strategies, amassing Bitcoin (BTC), Ethereum (ETH), and Solana (SOL) without traditional collateral—raising concerns about market concentration and systemic risks.
The Rise of Crypto Treasuries
According to Presto Research, over 220 companies now operate as crypto treasuries, raising capital to accumulate digital assets. Among 12 major firms, a staggering $44 billion has been raised or committed, with only one-third coming from debt financing—87% of which is unsecured. This trend mirrors past financial phenomena like 1980s leveraged buyouts and 1990s ETF growth, yet remains poorly understood outside crypto circles.
These companies—often former operating businesses, SPACs, or inactive firms—rely on equity sales, convertible bonds, or preferred instruments to expand their crypto holdings. Their strategy avoids using digital assets as collateral, reducing immediate liquidation risks but increasing exposure to market volatility.
Limited Systemic Risk… For Now
Analysts note that forced sell-offs remain unlikely since most debt is unsecured. While emergency liquidations could occur, the systemic risk appears lower than in past crises like Terra or Three Arrows Capital. However, activist investors could pressure firms trading below net asset value (NAV) to unwind positions—though buybacks or takeovers may be more likely than fire sales.
Could Corporate Accumulation Reshape Crypto Markets?
The model is gaining traction, with firms like Twenty One, Trump Media, and GameStop joining the trend. Yet, analysts warn that rising corporate ownership might dilute Bitcoin’s appeal as a decentralized reserve asset.
Proof-of-Stake (PoS) tokens like ETH and SOL are also attracting attention, as staking rewards offer additional yield—potentially accelerating asset growth.
One day in the future, AI robots can help you work and earn money, so what else can humans do
On the occasion of the 250th anniversary of the establishment of the United States Army and Trump's 79th birthday, a great president
$BTC
$BTC
Elon Musk's push is undergoing significant changes, and the upcoming Mars mission will excite me $SOL
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