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
Chainlink CCIP Becomes Exclusive Bridge for Coinbase Wrapped BTC to the Monad DeFi Ecosystem
Chainlink CCIP now enables Coinbase’s cbBTC to bridge from Base to Monad, opening direct access to Bitcoin-backed DeFi liquidity.
Monad will access more than $5 billion of cbBTC to lend, trade, and for Bitcoin-based DeFi products.
Chainlink has enabled Coinbase Wrapped BTC (cbBTC) to move fr
CryptoNewsFlash51m ago
Nine Group Partners With Rocket IDO to Advance RWA Cross-chain Liquidity Supported By Web3 Launchpad
Nine Group, a RWA platform that specializes in connecting real-world entertainment assets in on-chain markets, today announced a strategic partnership with Rocket IDO, a Web3 launchpad platform that provides projects with early growth stage by exposing their network visibility and linking them with
BlockChainReporter57m ago
Vision Chain Taps Bitpanda Enterprise to Advance Scalable Tokenization Across Europe
Vision Chain has partnered with Bitpanda to provide scalable, compliance-focused tokenization solutions for institutional users in Europe and globally, aiming to revolutionize digital asset trading and streamline asset issuance across regulated markets.
BlockChainReporter1h ago
Billions Network launches Verified Agent Identity Skill for the OpenClaw platform and initiates the first AI agent reward program
Billions Network recently launched the Verified Agent Identity feature, providing AI agents with a real and traceable identity, utilizing zero-knowledge proof technology to protect privacy. It aims to address the AI identity crisis and enhance accountability. This feature has been adopted by multiple organizations and is jointly launching the FAIAR program to reward agents using this feature.
GateNews2h ago
Western Union partners with Crossmint to launch the USD stablecoin USDPT on Solana
Odaily Planet Daily reports that Western Union and Crossmint have partnered to launch the USDPT stablecoin on the Solana blockchain. (Solid Intel)
GateNews2h ago
Bitwise funds the Bitcoin ecosystem through ETF profits, donating a total of $380,000 over two years.
Cryptocurrency asset management firm Bitwise announced that the second donation to open-source Bitcoin developers is $233,000, bringing the total donations to over $383,000. The funds come from 10% of the gross profit from BITB management fees. The donations are distributed among three organizations to ensure support for Bitcoin ecosystem development. BITB has been steadily growing in the market, with a total capital inflow of $2.2 billion, ranking third among U.S. Bitcoin spot ETFs.
MarketWhisper2h ago
