TON Strategy CEO: Concerns about the "bubble" in Crypto Assets treasury are exaggerated.

On October 2, Veronika Kapustina, CEO of TON Strategy, stated that despite recent signs of a bubble in the enterprise digital asset treasury (DATs), the long-term outlook remains optimistic. She explained that DATs are different from other bubbles we see in crypto assets and TradFi, "because this is a new area of finance," and DATs have become a "summer trading hotspot," seen by people as an opportunity to "make quick money," with a large amount of "fast money flooding in." Kapustina described DATs as a "bridge between TradFi and crypto assets," adding that she does not believe a crash will occur, but as newly launched DATs struggle to meet targets, there may be consolidation, after which real medium- to long-term capital will enter.