Executive: The outlook for crypto treasury companies is bleak before 2026, most may disappear

According to TechFlow, on December 29, Cointelegraph reported that cryptocurrency and Bitcoin treasury companies are facing severe challenges in 2026, with several industry executives stating that most of these companies may not survive. In 2025, these Digital Asset Treasury (DAT) companies will emerge rapidly, initially attracting significant investment from Wall Street. However, as market competition intensifies and cryptocurrency prices decline, their valuations have been severely impacted. Experts predict that treasury companies focusing on altcoins will be the first to collapse, while those able to provide additional value (such as stable returns on held assets) will have a higher chance of survival. Meanwhile, investors are turning to cryptocurrency ETFs, as they offer greater transparency, auditability, and compliance. Industry insiders suggest that the cryptocurrency treasury model needs to integrate with traditional financial infrastructure in order to remain competitive in the future.