According to @MilkRoadDaily and @Dav1dDuong, Head of Research at Coinbase, Bitcoin ($BTC) is increasingly being adopted as a corporate treasury asset, positioning itself as a potential alternative to traditional T-bills for CFOs. The discussion emphasizes that the process of major companies integrating $BTC into their balance sheets is just beginning, and growing institutional interest could drive significant liquidity and price stability in the crypto market. The segment also touches on the macro impact of FTX's $5B repayments, suggesting potential short-term volatility but a long-term strengthening of Bitcoin's role in corporate finance. This trend may influence crypto market volatility and adoption rates as more firms consider $BTC for treasury diversification (Source: Milk Road, Twitter, May 30, 2025).

According to Crypto Rover, FTX has commenced repayments to verified customers with claims under $50,000. This move is expected to inject liquidity into Bitcoin and altcoin markets as recipients reallocate funds. Larger claims are scheduled to follow, potentially amplifying this effect. This repayment strategy could influence short-term trading behaviors as market participants adjust to the influx of capital. These developments are crucial for traders monitoring cryptocurrency flows and market liquidity (source: Crypto Rover).

According to Crypto Rover, FTX repayments are set to start on February 18th, returning $18 billion in liquidity to the market. A significant portion of this liquidity is expected to flow into Altcoins, potentially signaling an upcoming Altcoin season. Traders should prepare for possible increases in Altcoin activity and market movements as this liquidity influx could affect Altcoin prices significantly.