Bitcoin Treasury Companies Are The New Altcoins

Bitcoin Treasury Companies Are The New Altcoins

Why have altcoins struggled to keep pace with Bitcoin? Because a new set of stars has eclipsed their role this cycle: bitcoin treasury companies.

Weak Bitcoin Treasury Companies Will Be Crushed By Bear Market, Insider Warns

The latest What Bitcoin Did episode, hosted by Danny Knowles, turns squarely to the question stalking one of the market’s hottest trades: can the boom in “Bitcoin treasury” companies withstand the next prolonged drawdown? Dylan LeClair, who helps lead the Bitcoin strategy at Tokyo-listed MetaPlanet, argues the answer rests less on ideology than on balance-sheet engineering, scale, and the willingness to endure volatility without blinking. “There…

Sequans and other Bitcoin treasury companies saw their stocks plummet this July. What does this signal mean?

Swan-promoted Sequans and several other Bitcoin treasury companies went through a rough period in July. After peaking on Jul. 14, 2025, Sequans’ stock price dropped by around 75%. Several treasury companies saw even harsher drops. What does this signal mean?…

Potential Bitcoin Sell-Off Would ‘Completely’ Halt Formation of New Digital Asset Treasury Firms, Says VanEck’s Matthew Sigel - The Daily Hodl

The head of digital assets research at investment firm VanEck, Matthew Sigel, believes a bearish reversal for Bitcoin (BTC) would put the brakes on the rise of digital asset treasury (DAT) companies. In an appearance on The Wolf of All Streets YouTube channel, Sigel says that DAT companies holding various altcoins are going to keep sprouting as long as the price of Bitcoin remains bullish. “I think it will continue to the smaller cap coins until…