Crypto Treasury Stocks Are Booming With Bitcoin, Claims NYDIG
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Companies holding Bitcoin have become more popular with investors, according to research group NYDIG
The group found that These companies’ stock prices often rise faster than Bitcoin itself during bull runs
Lower interest rates and calmer markets have made these plays more attractive
A new report from Bitcoin-focused research group NYDIG shows that more companies are raising money to buy Bitcoin, and investors are taking notice. These businesses, sometimes called “crypto treasuries,” simply buy and hold crypto, and NYDIG has found that their stock prices often trade higher than the actual value of the coins they hold. NYDIG says these stocks can act like a “leveraged bet” on Bitcoin, and sometimes swing even harder than the coin itself, representing a chance at outsized gains for traditional investors.
More Companies Are Jumping on the Bitcoin Bandwagon
From big names like MicroStrategy to newer players like Metaplanet in Japan, more companies are turning themselves into Bitcoin-holding machines; every day there seems to be another company raising funds to buy Bitcoin. These crypto treasury stocks often trade above the value of the Bitcoin they actually hold, called a “premium to NAV” (Net Asset Value). When Bitcoin is pumping, the premium can be huge, but when it’s not, the stock price can fall below the value of the Bitcoin. MicroStrategy is a perfect example: its stock has often moved more than Bitcoin, and NYDIG estimates it behaves like a 1.2x version of BTC.
NYDIG links this boom to bigger economic trends; with interest rates falling and the Fed signaling a softer approach, investors are more willing to take risks. Bitcoin’s price has hit record highs this year, but its volatility has actually reduced. That makes these stocks feel like a safer way to get exposure, with less drama and no need to hold the actual coins.
The Other Side of the Bet
NYDIG reports that crypto treasury companies are growing fast and can offer major upside, but it warns that not all of these companies are created equal—some have barely any business activity and are just riding the hype while the going is good. When the market turns, as it always will after a lengthy bull run, these premiums disappear. Just like Bitcoin, timing is everything.
Given that these bitcoin-buying firms haven’t experienced a Bitcoin bear market yet, and the 50%+ price drops that come with it, it remains to be seen how they will handle the inevitable volatility when it does hit, and how their shareholders will react.
The post Crypto Treasury Stocks Are Booming With Bitcoin, Claims NYDIG appeared first on FullyCrypto.
Filed under: Bitcoin - @ June 17, 2025 8:27 am