My guess is that big companies are dipping into crypto to escape from tax issues? I'm not sure about how it works in other countries but in my country, you don't pay tax YET when you buy crypto!
Not really sure about the tax issues, as far as I know companies are still going to pay their tax, so there's no escaping if they invest on bitcoin.
The thing is that they are escaping inflation if parts of their reserves are going to be invested on bitcoin. It's a big gamble of them, but perhaps they have weight all the options an hedging it against bitcoin is the best decision that they can make today.