Why I’m Worried About the Crypto Treasury Hype (Bubble Incoming?)

In this video, I break down the fast-growing crypto-treasury trend—why companies like MicroStrategy, SharpLink, and Semler Scientific are loading up on Bitcoin and Ethereum, and why I’m both cautiously optimistic and deeply concerned. On one hand, these treasuries signal mainstream adoption and potential upside from staking yields and rising prices. On the other, many firms behind the hype are “zombies,” burning cash, diluting shareholders, or piling on risky debt. I’ll explain how MicroStrategy pulled it off, why newcomers might not, and what this all means for the future of BTC, ETH, and your investments.