Forget the expansion of factories or hiring staff – the most spoken commercial movement of summer is something much less traditional: loading on bitcoin and obscure altcoins.
In an increasingly surreal financial climate, dozens of small and medium -sized enterprises emit billions of new capital not to invest in operations or innovation, but Buy cryptographic assets. And not only blue chip tokens like Bitcoin and Ethereum. They take tastes from Solana, Dogecoin and even less known pieces with names worthy of memes and small institutional support.
Since June 1, almost 100 companies have collected more than $ 43 billion specifically for cryptocurrency purchasesaccording to figures of Architects partnersA digital asset consulting company. This brings the total 2025 to almost $ 86 billionMore than double what has been raised in traditional American ipos This year, by unpleasant data.
📈 “When a company announces that it buys crypto, its stock market is often rising – constantly fundamentals,” said Matt Furlong, Fintech analyst at Carnegie Partners. “It’s the momentum meets Mania.”
From manicure salons to semiconductors – crypto mania spreads
It is not only the fintech companies that jump. Japanese hotel chainA French adventurerA Toy manufacturer in Floridaand even a US Electric-Bike Company have all announced crypto purchase sprees in recent weeks. Some even swivel completely – reproduce Blockchain narratives to overcome the wave of euphoria investor.
In a notable example, the actions of a little -known Canadian recycling company soaring more than 300% after announcing a cryptographic cash plan of $ 250 million. The company’s new mission? “The capital allowance via decentralized assets.”
🚨 Are we in a bubble? Experts sound the alarm
While the Euphoria market has caused cryptography prices to the heights of all time, everyone does not buy media threshing. Some of the most experienced investors in the world warn that companies are mainly Turn into a speculative crypto ETF—OT without the governance or disclosure protections that these vehicles provide.
“The new approach of the Commission to apply cryptography will put investors in danger and could “quickly erode confidence in the markets”, warned Corey Frayerserved as Principal advisor to the former president of the dry, Gary Gensler, And is now director of investor protection at the Consumer Federation of America.
Indeed, many of these companies eager for crypto are now negotiated with assessments that far exceed the value of their underlying tokens. In force, Investors pay $ 2 for each $ 1 Bitcoin These companies argue that beaten media will attract more buyers throughout the line.
🏦 Who feeds the fire?
Some of Wall Street’s biggest names support the trend. Capital group,, D1 Capital PartnersAnd Cantor Fitzgerald have all participated in crypto-rhythmpto financing towers, noting that the institution appetite for high -risk and high reward games is far from being dead, even in a post-FTX world.
These companies help companies structure debt and equity vehicles designed with one goal: Buy and have digital tokens.
Why not just buy Bitcoin directly?
It is the confusing paradox of many skeptics. Why surround the capital through a public company when ETF at low cost and direct exchanges Offer simpler access to crypto?
“If your investment thesis is crypto, why involve a toy manufacturer or a chain of hotels?” Request Elan Bergman, Partner of Fintech Consultancy Chainaxis. “The short response is the media threshing. Investors are pursuing stories, not balance sheets. ”
And with Bitcoin FNB spot and the tokenized funds by seeing record entries this year, the distinction between Direct and indirect exposure has never been so important or more confusing.
What happens when music stops?
If the prices of cryptography plunge – or if a regulatory examination catches up with these creative treasury bills – the benefits could be brutal. The shareholders could find themselves exposed to risky tokens without understanding that they had never bought.
Already, guard dogs at the SECOND And Finish would monitor the trend, concerned about the fact that the lines between legitimate corporate strategy And speculative arbitration is blurring beyond recognition.
“We saw it in 2021, we see it again now – but this time, it is on steroids,” said Barbara King, director of research at the Center for Financial Stability.
Take to remember:
The line between business growth and cryptographic speculation has never been thinner. Investors should look beyond media threshing and understand exactly what they buy – before music stops.
FAQS: why companies bet on Bitcoin – and what could go wrong
Why do companies buy crypto instead of investing in operations?
Many companies are pursuing short -term gains and increases in stocks of the media cryptography media, rather than pursuing traditional commercial growth strategies.
Is it sure to invest in a company simply because it has a cryptocurrency?
Not necessarily. Although exposure to cryptography can arouse interest in investors, it also causes extreme volatility and regulatory uncertainty.
Can public enterprises legally use money for shareholders to buy crypto?
Yes, but they have to disclose this clearly. Investors must carefully read the profits reports, 10 km and S-1.
What could go wrong with this trend?
While cryptography prices collapse or regulations are tightening, companies strongly exposed to digital assets can undergo major losses, which has reduced investors with them.