BlockBeats News, March 1 — Wojciech Kaszycki, Chief Strategy Officer of BTCS, stated that as the crypto market continues to be sluggish, a wave of consolidation among crypto treasury companies may occur by 2026. Currently, many companies’ stock prices have fallen below the net asset value (NAV) of their crypto holdings, trading at a discount.
Kaszycki pointed out that treasury companies with actual operating businesses—such as blockchain validator services and providing public and private credit tools—have cash flow advantages and are more capable of acquiring companies that only hold crypto assets but lack operational income. He said, “In this market, many companies trading below NAV are struggling. If consolidation occurs, sometimes ‘2+2’ could equal 6, allowing for faster success.”
Additionally, he believes that tokenization of real-world assets (RWA), especially on-chain public and private credit assets, will see significant growth within the next 24 months. These tokenized credit instruments can serve as collateral on DeFi platforms for lending and other scenarios, becoming a potential revenue source for treasury companies.
Currently, the world’s largest Bitcoin treasury company, Strategy, also offers credit-like and fixed-income instruments to investors, which is one of the key reasons it was included in the MSCI index system.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
Sberbank Prepares Crypto Trading Rollout for 110M Users
Sberbank prepares crypto trading and custody services, awaiting regulatory approval to launch for 110M users.
Proposed rules may allow retail access with limits, a shift toward regulated crypto participation in Russia.
Bank built infrastructure and tested services, positioning for fast
CryptoFrontNews40m ago
Pi Network founder May 7 discussed human identity verification in the AI era at Consensus 2026
Pi Network founder Nicolas Kokkalis will attend the Consensus 2026 conference in Miami on May 7, joining an expert panel to discuss online human identity verification issues in the age of artificial intelligence (AI). According to the official event schedule, this panel discussion will bring together experts in the fields of identity, privacy, and digital trust.
MarketWhisper1h ago
OVHcloud and Alchemy Partner to Strengthen Web3 Infrastructure for Global Developers
OVHcloud and Alchemy have partnered to enhance Web3 infrastructure, combining Alchemy's tools with OVHcloud's cloud services. This collaboration offers developers a robust platform for blockchain applications, improving functionality and regulatory compliance.
GateNews1h ago
XRP Trading Comes to WhatsApp, Says Solana Developer: “Ready for Baby Boomers”
XRP is now available for purchase through a WhatsApp chat bot, an important milestone toward making meme coins mainstream. On April 20, Solana’s lead developer Anatoly Yakovenko shared that he swapped 0.1 SOL for 5.99 wXRP, with the entire process completed via a WhatsApp chat bot. He said Solana is ready for the Baby Boomer generation.
MarketWhisper4h ago
Major U.S. and Dubai-based Crypto Exchanges in Talks to Tokenize U.S. Stocks
A U.S. crypto exchange is negotiating with a Dubai platform to tokenize U.S. stocks for international users, while facing regulatory challenges. The Dubai platform aims for compliance and secure licensing through a local joint venture.
GateNews5h ago
Tether Leads the Round in the UAE’s KAIO with $8M: Injecting USDT into BlackRock’s Tokenized Fund
Abu Dhabi tokenization platform KAIO completes a $8.0 million funding round, led by Tether. The funds will be used to tokenize large funds, move them on-chain, and introduce USDT liquidity. KAIO offers low-barrier tokenization tools, enabling more investors to access traditional funds. This move signals the Middle East’s focus on the RWA market and suggests that institutional capital is gradually integrating into the crypto ecosystem.
ChainNewsAbmedia5h ago
