Digital asset treasury firms are at a critical turning point ahead of 2026 as price declines and intensified competition squeeze margins. Industry voices warn that a sizable portion of BTC-based treasury companies may be forced out if they rely solely on holdings rather than revenue strategies. Altcoins-based players that cannot keep market value above asset value may be among the first to exit.
Some major asset holders like Ethereum, Solana, and Ripple face survival uncertainty without differentiated approaches. Solv Protocol’s Ryan Chow notes that the era of infinite Bitcoin growth is over and emphasizes a revenue-generation strategy. While 2025 saw a surge in BTC-holding firms, many could not cover operating costs in downturns and resorted to selling holdings.
The ETF arena is reshaping investor behavior as regulators ease rules around staking yields, pushing digital asset treasuries to demonstrate traditional finance-level transparency and credibility. The longer-term shift may move crypto treasuries from speculative holdings to structured financial management, marking a turning point in 2026.
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