Be careful ? Last message Institutional Coinbase It emphasizes the growing acceptance of bitcoins by companies, with 228 companies now holding 820,000 BTC. However, this trend is accompanied “Systemic Risks” Here is an overview associated with the accumulation of assets by these same companies.
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- Coinbase Institutional revealed the growing acceptance of bitcoins by companies, with 228 companies holding 820,000 BTC.
- This trend is accompanied by systemic risks, as companies can be forced to sell their crypts during stress to destabilize the market.
Companies massively receive bitcoins
According to the Coinbase report o 20 companies Use a model of lever financing to buy a cryptos such as Bitcoin, Ethereum or Solana. This strategy has been popularized LayerWho borrowed accumulate BTC.
This acceptance is facilitated New accounting rules from Standard Financial Accounting Council (FASB) that allow companies to announce their assets in a crypto with a real market value. This eliminated the main obstacle that previously limited the statement losses without unrealized profits.
David DuongWorld Research Manager on Institutional CoinbaseHe warns that this accumulation of activation of companies creates systemic risks. These companies could indeed be forced sell During stress on the market that could cause prices. However, he is still trying to reassure the reader by minimizing impacts:
“We believe it is unlikely that the pressure towards these risks reflects what we have seen in some projects of the cryptov grounds that have failed in the past”
David Duong, World Research Manager on Institutional Coinbase – Source: Block
System risks for the crypto market
Really, most the debts of these companies comes only 2029 and 2030which means that the pressure of forced sales is not concerned Short period. However, if the ratios ready for value (LTV) become too high, these companies may be forced to sell their Kryptos reserves to pay off their debts.
Report Corner base Also stresses that the concentration of bitcoins in the hands of several companies could hurt credibility As the ratio of reserve for central banks. The risk of massive sale of these companies could indeed Disable the market.
In spite of them risksCoinbase remains optimistic on the crypto market for the rest of the year 2025. The company sets out New historical summits Bitcoins, while macroeconomic disorders associated with customs prices disappear and are carried out policies for growth in the United States.
Corner base also expects a larger Brightness In the United States with stablecoins and efforts to define the structure of the market crypto. This could encourage more companies to adopt Bitcoin and other cryptors as spare assets.
While the acceptance of bitcoins continues to grow by companies, systemic risks associated with this trend should not be underestimated. Investors must remain vigilant in the face of massive sale by these companies in the event of stress to the market, but and priori should be all right, Huh that it should be okay?
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