According to @QCompounding, the crypto market is seeing increased integration with public equities, highlighted by several major IPOs. The source notes that Circle Internet Group Inc. (USDC issuer) raised $1.05 billion, with its market cap surging to $43.9 billion post-IPO. Aaron Brogan, founder of Brogan Law, suggests this success may be due to factors like the premium investors pay for crypto exposure via public stocks (similar to MicroStrategy), potential regulatory clarity from the GENIUS Act for stablecoins, and lucrative Treasury yields for issuers. In contrast to this integration, Anthony Scaramucci of SkyBridge Capital predicts the trend of companies holding Bitcoin (BTC) in their treasuries, pioneered by MicroStrategy (MSTR), will fade. Scaramucci argues investors may question paying a premium for a company to hold an asset they could buy directly. Additionally, Jean-Marie Mognetti, CEO of CoinShares, reports that nearly 90% of crypto investors plan to increase their allocations and are seeking advisors who can provide guidance on risk management and secure vehicles like ETFs.

According to Farside Investors (@FarsideUK), Metaplanet [3350] has delivered an extraordinary performance, rising 344% year-to-date in yen, and skyrocketing 10,735% since adopting a Bitcoin treasury asset strategy on April 8, 2024. This surge highlights the significant impact of integrating Bitcoin into corporate balance sheets, demonstrating strong positive correlation between Bitcoin holdings and stock valuation. For crypto market participants, Metaplanet's trajectory reinforces the growing trend of public companies leveraging Bitcoin as a treasury reserve, potentially driving further institutional adoption and influencing both equity and crypto markets. (Source: Farside Investors on Twitter, June 10, 2025)

According to @BTCTimescom, Semler Scientific has acquired 455 BTC for $50 million, increasing its total Bitcoin holdings to 4,264 BTC currently valued at approximately $474 million. The purchase was funded through equity issuance, reflecting a rising trend of corporate Bitcoin adoption. This move signals growing institutional confidence in Bitcoin as a treasury asset, which could drive additional demand and liquidity in the crypto market. Traders should monitor for potential price volatility and increased institutional inflows as more companies follow this strategy. (Source: @BTCTimescom, May 23, 2025)

According to Lookonchain, Metaplanet (@Metaplanet_JP) acquired an additional 555 BTC valued at $53.7 million at an average price of $96,768 per bitcoin, bringing their total holdings to 5,555 BTC (worth $536.38 million). This latest purchase increases Metaplanet's average buy-in price to $90,431, signaling strengthened institutional conviction in Bitcoin as a treasury asset. Traders should note that such sizable corporate accumulation often acts as a bullish catalyst for the crypto market, potentially influencing both price momentum and market sentiment. Source: Lookonchain via Twitter and intel.arkm.com.