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
Tron TRON Ecosystem DeFi Platform Sun.io Core Token $SUN connects to AlchemyPay fiat on-ramp.
Gate News Announcement, March 10 — According to official sources, the core token $SUN of the TRON ecosystem DeFi platform Sun.io has integrated with AlchemyPay's fiat on-ramp. Users can purchase SUN tokens directly with fiat currency, gaining convenient on-chain financial services. This integration lowers the participation threshold for users and brings new development momentum to the TRON ecosystem.
GateNews1h ago
Comtus Holdings Pushes For Standardization Of Won Stablecoin Transfers
Comtus Holdings proposed a standardized framework for won-backed stablecoins in South Korea to enhance adoption and regulatory compliance. This initiative aligns with the ongoing discussions of the Digital Asset Basic Act, aiming to bolster domestic currency demand while ensuring user protection and financial stability.
Blockzeit1h ago
CoinGlass integrates RootData, adding investor and team information display on the token page
The CoinGlass platform has integrated RootData data, allowing users to view investor and team information on the token page for a one-stop information access. CoinGlass provides comprehensive data on the cryptocurrency derivatives market and has over 220 partners.
GateNews1h ago
Gate for AI upgrades CEX MCP module, AI Agent can directly invoke centralized trading capabilities
Gate announces the upgrade of its AI Agent infrastructure, adding the CEX MCP module, enabling AI to directly access the centralized trading capabilities of exchanges, achieving real-time market data retrieval and trading operations, including order placement, order cancellation, and asset management, forming a complete system from market analysis to trade execution.
GateNews2h ago
Kalshi Partners With XP to Launch Prediction Markets in Brazil
Customers of Clear, a brand of the XP Group, who hold an international investment account, will be able to participate in regulated prediction markets. XP is the first company to bring regulated prediction markets outside the U.S., with a focus on financial and economic events.
Kalshi Partners
Coinpedia2h ago
