Corporate Buyers Signal Possible Extended Bitcoin and Ethereum Bubble Into Next Year

Over the past few weeks, I've noticed that many companies keep buying Bitcoin and Ethereum regardless of current prices. This makes me think they aren't acting with a short-term mindset; rather, they're positioning for a post-Powell world next May, where an ultra-dovish Fed appointee could trigger aggressive rate cuts and flood markets with liquidity, pushing rates close to zero and igniting a bubble even larger than during COVID. I'm seeing corporate treasuries accumulate crypto as a hedge or speculative play ahead of that potential hyper-dovish monetary regime.

According to the four-year cycle theory, the altcoin season should wrap up between October and early November this year. But with less than three months left, Nasdaq-listed firms are still buying at these levels. To me, that behavior seems like evidence they're banking on a historically massive bubble stretching into next year rather than a clean cycle end. The ongoing corporate purchases at current prices feel like a signal that the market is preparing for an extended, record-breaking rally.