BiyaPay Analyst: Funding Craze Peaks, Treasury Model Recedes, Bitcoin Faces Major Pullback

BlockBeats News, September 22nd. According to BiyaPay analysts, this year the Digital Asset Treasury (DAT) company has raised over 20 billion US dollars, once seen as the hottest "blue ocean track" in the crypto market. However, with premium compression, liquidity pressure, valuation falling below net asset value, the industry is quickly sliding into the "red ocean," with intensified competition and M&A consolidation imminent. Top companies are seeking differentiation through token investment and enhanced liquidity, but most small and medium-sized companies are struggling with net asset discounts and financing difficulties.

A more dangerous signal is appearing in the Bitcoin market. With the digital asset treasury company financing frenzy peaking and net asset discounts intensifying, once these companies holding a huge amount of crypto assets are forced to sell, the market may trigger a chain reaction. BiyaPay analysts pointed out that if treasury companies start large-scale coin selling, Bitcoin is highly likely to plummet, entering a deep adjustment cycle. In sharp contrast to the surging of the U.S. stock market and blind optimism in funds, the potential risks of the crypto market are being severely underestimated.

In the current situation where the market appears prosperous on the surface but undercurrents are raging, BiyaPay provides investors with spot contract zero transaction fee trading and supports direct investment in U.S. and Hong Kong stocks through USDT, allowing users to flexibly allocate to multiple asset markets. Facing the potential plunge of Bitcoin and the trend of fund migration, investors can only rely on more efficient trading tools and rational judgment to seize the opportunity in this period of transformation.