The Rundown Deep Dive: 3 Stocks Betting Everything on Crypto Treasuries
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Aug 17, 2025 Crypto treasury companies are igniting a new trend on Wall Street, inspired by Michael Saylor's MicroStrategy. With firms like BitMine and ETHZilla racing to adopt this model, stocks are soaring, but the risks are immense. Investors face concerns over debt and valuation, questioning whether this is a sustainable strategy or a bubble waiting to burst. The discussion dives into market speculation and the dangers of heavy investment in volatile cryptocurrencies like Solana and Ethereum, emphasizing the need for careful evaluation.
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Companies Turning Cash Into Crypto Treasuries
- Crypto treasury companies convert corporate cash management into holding digital tokens as a primary business activity.
- Their value depends heavily on the appreciation of the crypto they hold rather than traditional operational growth.
MicroStrategy's Bitcoin Pivot Story
- Michael Saylor pivoted MicroStrategy to buy Bitcoin in 2020 and kept buying aggressively over five years.
- The company now holds hundreds of thousands of BTC with a market value in the tens of billions.
Why Firms Prefer Stakable Tokens
- New crypto treasury firms prefer Ethereum and Solana because those tokens can be staked to earn yield.
- Staking converts speculative holdings into productive assets that generate 3–9% annual returns.