Will 2026 Unwind Crypto Treasury Firms?
The outlook for digital asset treasury companies (DATCOs) is starting to look bleak as we enter into 2026. Shares of several of the biggest Treasury companies have fallen significantly in recent months.
In 2025, a significant rise in crypto treasury firms provided Wall Street investors with an additional pathway to engage with crypto.
The share prices of companies surged initially as major investors injected billions during Bitcoin’s peak in October, but a subsequent downturn in the crypto market has negatively impacted their valuations.
As the market becomes more concentrated, experts anticipate a significant reduction in the number of participants.
The companies in the crypto space that are poised for success are those that deliver…
