💣 BTC Treasury Companies - A Ticking Time Bomb?

Plus, why crypto stocks like Coinbase, Robinhood and Circle outperform cryptocurrencies.

Happy Friday!

Bitcoin is the theme of the month among corporations, with ever more jumping on the BTC treasury train. But could this create a financial ticking time bomb?

Coinbase, Robinhood and Circle have surged over the past weeks — but Bitcoin, ETH and SOL have not. What’s driving this divergence in performance between crypto stocks and coins?

Plus, markets are whipsawing on every headline — from global conflict to interest rate chatter. Join former Wall Street trader Chris Capre on July 2 to learn how he spots fast-moving trades, manages risk and stays one step ahead in this volatile market. This could be your real-time plan for navigating July’s chaos.

TOP STORY

Major U.S. corporations are increasingly adding Bitcoin to their balance sheets, raising concerns about potential market risks as the trend accelerates under President Donald Trump's administration.

Companies like Trump Media & Technology Group are driving this surge, recently announcing plans to invest around $2.5 billion in Bitcoin through stock and debt sales.

But a new report shines light on why this strategy may build up systemic risks for the financial sector.

Are corporate Bitcoin buyers creating a time bomb?

SPECIAL OFFER

Markets are whipsawing on every headline—from global conflict to interest rate chatter. Join former Wall Street trader Chris Capre on July 2 to learn how he spots fast-moving trades, manages risk, and stays one step ahead in this volatile market. This could be your real-time plan for navigating July’s chaos.

QUICK N DIRTY

Bitcoin, Ethereum, XRP and Dogecoin are moving sideways as inflation data came in slightly higher than expected: what’s coming next?

Bitcoin to new highs? Don’t hold your breath, Glassnode says. In its latest report, the analytics provider details why new highs aren’t coming soon.

Michael Saylor says the corporate Bitcoin buying spree can add another leg up with the right tools — here’s what he has in mind.

FINTECH FOCUS

Attention is shifting from cryptocurrencies to equities and publicly traded companies like Robinhood Markets, Coinbase Global and Circle Internet Group, which have surged ahead in performance over the past month.

Circle has led the pack with a 162% return in the last 30 days, while Coinbase and Robinhood gained between 30% and 35% during the same period.

Bitcoin, Ethereum and Solana logged negative returns ranging from -2% to -18% over the same timeframe.

What’s driving this divergence?

BEFORE YOU GO

Were you forwarded this email? Click here to subscribe.

And be sure to check out our other newsletters:

Ring The Bell: Created for market enthusiasts by market enthusiasts, this daily newsletter delivers top stories, fast movers and hot trade ideas straight to your inbox. Subscribe here.

Advisor: Tailor-made for Financial Advisors, this weekly newsletter has industry-specific insights, analysis and news. Subscribe here.

Tech Trends: Get the inside scoop on AI, the hottest gadgets and mind-blowing tech trends. Subscribe here.

Disclaimer: This communication from Benzinga is for informational purposes only. It is not intended to serve as a recommendation to buy, sell, or hold any security and is not an offer or sale of a security. Information contained within should not be perceived as a research report and is not intended to serve as the basis for any investment decision. Any third-party views reflected herein do not reflect the opinion of Benzinga. All investments involve risk and the past performance of a security does not guarantee future results or returns. There is always the potential for financial loss when investing in securities or other financial products. Investors should consider their investment objectives and risks before investing. Benzinga is reader-supported. When you buy through links on our site, we may earn an affiliate commission. Benzinga may receive monetary compensation from the issuer, or its agency, for publicizing the offering of the issuer’s securities. This content is for informational purposes only and is not intended to be investing advice. This is a paid ad. Please see 17b disclosure linked in the campaign page for more information.