Pantera Capital Predicts Collapse of Small Crypto Treasuries
In 2026, DAT companies will face “fierce consolidation,” with only a few large players surviving.
In 2026, DAT companies will face “fierce consolidation,” with only a few of the largest players with Bitcoin and Ethereum on their balance sheets surviving, according to analysts at Pantera Capital.
— Pantera Capital (@PanteraCapital) January 21, 2026
“The rest will either be absorbed or left behind, except perhaps for one or two fortunate players with alternative…
