To The Moon

The trend of companies raising cash to be crypto treasury firms is blowing up. We've all seen the headlines: MicroStrategy (now Strategy) stacking BTC like it's going out of style, SharpLink Gaming pivoting to ETH, GameStop dipping into debt for Bitcoin, and even Trump Media raising $2.5B for a BTC treasury. Over $98B raised by public companies just this year to build crypto reserves, per Architect Partners data. That's more than twice the cash from U.S. IPOs! What's driving this frenzy? Is it genius fiduciary moves or just meme-stock euphoria? Let's break it down and discuss—bullish takes, bearish warnings, all welcome. Fiduciary Duty + Inflation Hedge: Cash is Trash in a High-Rate World Traditional cash reserves are getting wrecked by inflation and near-zero yields (even with Fed cuts lo

The trend of companies raising cash to be crypto treasury firms is blowing up. We've all seen the headlines: MicroStrategy (now Strategy) stacking BTC like it's going out of style, SharpLink Gaming pivoting to ETH, GameStop dipping into debt for Bitcoin, and even Trump Media raising $2.5B for a BTC treasury. Over $98B raised by public companies just this year to build crypto reserves, per Architect Partners data. That's more than twice the cash from U.S. IPOs! What's driving this frenzy? Is it genius fiduciary moves or just meme-stock euphoria? Let's break it down and discuss—bullish takes, bearish warnings, all welcome. Fiduciary Duty + Inflation Hedge: Cash is Trash in a High-Rate World Traditional cash reserves are getting wrecked by inflation and near-zero yields (even with Fed cuts lo