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
SoFi Now Supports Solana Network Deposits for Users
SoFi, a federally chartered bank, now enables its 13.7 million customers to buy, sell, and deposit Solana (SOL) directly into their accounts, merging traditional banking with regulated blockchain access in a unique offering within the U.S.
CryptoFrontNews1h ago
Real Token Lands on BTCC With Strategic TradFi Bridge Vision
RealFi announces the listing of REAL Token on BTCC Exchange, aiming to enhance liquidity and market exposure. This partnership facilitates the integration of traditional finance with blockchain, boosting participation and ensuring rapid transactions.
BlockChainReporter4h ago
Startale and SBI Holdings to Launch JPYSC, Japan’s First Trust Bank-Backed Yen Stablecoin
Startale Group and SBI Holdings introduced JPYSC, a trust bank-backed Japanese yen stablecoin targeting a second-quarter 2026 launch under Japan’s regulatory framework.
Q2 2026 Launch Planned for Yen-Denominated Stablecoin JPYSC
This week, Startale Group and SBI Holdings Inc. unveiled plans for J
Coinpedia4h ago
Cardano Links With Circle xReserve as USDCx Goes Live
The introduction of USDCx on Cardano via non-custodial contracts allows seamless crosschain transfers and boosts early DeFi projects. Post-launch metrics indicate significant growth in total value locked, showcasing rising interest in the ecosystem.
CryptoFrontNews5h ago
XRP Ledger Powers $280 Million Diamond Tokenization in Major UAE Real-World Asset Deal
Ripple’s tokenization of 1 billion AED worth of diamonds, “isn’t just a win for the UAE, it’s a masterclass in how the XRP Ledger handles high-value RWA at scale,” says Reece Merrick.
The network is solving the trust gap by integrating Ripple Custody’s bank-grade vaulting with XRPL’s native f
CryptoNewsFlash6h ago
