- Crypto VCs are predicting that the crypto treasury trend will pop like a balloon at a kid’s birthday party. 🎈
- Almost $10 billion of Bitcoin treasury firms’ debt is set to mature in 2027-2028. Talk about a ticking time bomb! 💣
According to Haseeb Qureshi, the founder of crypto VC Dragonfly, Bitcoin [BTC] treasuries and their Ethereum [ETH] wannabes will be as relevant as a flip phone in two years. 📱✌️
In a post on X, Qureshi compared the ‘treasury meta’ to ‘hot money’ that will fizzle out faster than last year’s trendy diet. 🍕➡️🥗
“But hot money never stays put, which is why treasury companies will not be the final meta. But I’d guess 1-2 years of this until the heat dies down.”
Will treasury firms blow up?
Zaheer Ebtikar, founder of crypto fund Split Capital, echoed Qureshi’s sentiments but added that this narrative will be shorter than the ‘memecoin supercycle.’ It’s like a sitcom that got canceled after one season. 📺🚫
“Markets get smarter over time, and as a result, every new meta is shorter and shorter lived…Memecoin euphoria, now —> public vehicles. They all live shorter lives as a function of market forces.”
As of June, Bitcoin and Ethereum treasuries are sitting on a whopping $367 billion worth of capital. That’s more money than I have in my entire life savings! 💰😱
BTC-focused firms are hoarding 3.44 million BTC, which is about $364B at current prices. Meanwhile, ETH treasury firms have managed to gather 1.16 million ETH, worth a measly $3 billion. 🙄
Most of the BTC flows from public treasuries are driven by Strategy and Metaplanet. But some analysts are sweating bullets, fearing that these firms’ debt leverage to acquire BTC could lead to a market crash if they go belly up. 😬
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Overall, the crypto treasury meta has been printing more returns than the underlying assets, luring in investors like moths to a flame. 🔥
However, for risk management, the 2027-2028 period could be a key watchlist, especially if these firms can’t pay back their debt. Spoiler alert: it’s going to be a wild ride! 🎢
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2025-06-17 21:19