Crypto treasuries have become the conversation of this market cycle, whereby institutions and companies collect digital assets to present strength and long-term conviction. But experts warn that this could repeat the Dotcom bubble of the 2000s, when too much hype and risky bets caused markets to crash nearly 80%.
Ray Youssef, founder of the Peer-to-Peer Platform Noones, believes that the crypto industry repeats the mistakes of the DOT-COM era. In the end of the nineties, big ideas about internet and attention attracted, but many companies missed a real basis. Most of them eventually collapsed.
Youssef says that today’s hype around cryptocurrency, Defi and Web3 feel the same. He predicts that many Crypto Treasury Companies Will not survive. When they fail, they can sell their participations and create a sharp market set.
The problem, he explains, is that these companies are too strongly dependent on market sentiment and price momentum. This makes them risky and combines the instability of crypto with the unpredictability of the stock market.
Winners and losers in the next Shakeout
But not everyone will disappear. Youssef believes that a handful of disciplined companies could arise stronger, which records Bitcoin and Blauw-chip digital assets, while weaker players collapse. The difference, he says, is in responsible management.
Companies that prevent them from stacking a risky debts, the repayments of Wankel around Bitcoin’s four -year cycles and sticking to supply assets such as Bitcoin and Ethereum have a better chance of surviving decline.
On the other hand, those who get heavily on Volatile Altcoins bet that it will be completely wiped out, because many tokens lose 90% or more during bear markets.
How real companies Crypto Success go back
Perhaps the strongest safety net for these companies is something very traditional: steady income. Companies with operational companies that start a profit in Crypto on stronger terrain than pure treasure chest games that rely solely on speculation.
He says that the industry still has a bright future, but only projects with real basic principles and the long -term value will survive.