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Key points:
โข The sector grew over 260% from its $8.6 billion start-of-year valuation.
โข Tokenized private credit dominated with a 58% market share, while US Treasury debt held 34%.
โข 124 public companies now hold BTC as part of their corporate treasury strategies.
* โ Real-world asset.
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Corporate Bitcoin purchases can boost or sink stock prices, depending on strategy and market perception. Hereโs a look at a couple examples.
โข Strategyโฟ: Stock surged +121% in one year. Strategyโฟ now holds ~581,000 BTC.
โข Metaplanet (Asian Strategyโฟ): Stock surged +548% in 6 months. Metaplanet now holds 8,888 BTC.
Latest firms announcing BTC purchase plans
โข K Wave: Stock rallies 130% after announcing BTC acquisition strategy.
โข Trump Media Group: DJT shares fall 10% as Trump Media says itโs raising $2.5B to buy BTC.
โข GameStop: Drops nearly 11% despite initiating BTC buying plan with $500M purchase.
โข Strategic Fit: Strategyโฟ and Metaplanet align with Bitcoinโs narrative, boosting stocks. GameStop and Trump Media Group unrelated core businesses lead to skepticism.
โข Market Sentiment: Bitcoinโs $110,000 high in 2025 lifts crypto-focused firms, but volatility hurts diversified companies during dips.
โข Regulation and Accounting: FASBโs rule helps firms like Metaplanet reflect Bitcoin gains, while regulatory uncertainty (e.g., US KYC rules) pressures others.
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The Reserve Bank of India governor mentioned that the risks of the assets are still present, stating that no new developments have changed their position. The RBI has rolled out a new framework that will ensure regulation in the crypto industry.
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Liquidity pools are fundamental to how decentralized exchanges (DEXs) operate. These pools consist of user-supplied cryptocurrencies locked in smart contracts, allowing others to trade directly without traditional intermediaries.
In return, liquidity providers earn a share of transaction fees โ offering a form of passive income.
However, participants should be aware of potential risks, including impermanent loss and smart contract vulnerabilities.
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