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As risk appetite declines, crypto hoarding is under pressure.

The recent turbulence on the crypto market has weighed on the shares of companies who have bitcoins and other tokens in their balance sheets. This is fueling concerns about the stress that this niche, but rapidly growing sector may be experiencing.

The number of companies that have invested in cryptocurrencies this year has risen dramatically. This is largely due to the crypto-friendly position of U.S. president Donald Trump and the success of Michael Saylor’s Strategy.

Concerns over a possible AI bubble, and uncertainty about the direction of U.S. Federal Reserve rates cuts, have recently weighed on risky assets, sending bitcoin to its lowest levels since April, and sending many of these DAT or "digital asset Treasury" companies into a tizzy.

The Block, a crypto-publication, reported that at least 15 bitcoin treasury firms were trading their tokens below the value of their net assets as of Friday.

Standard Chartered analysts said in a note published in September that DATs held 4% of bitcoin, 3.1% ether, and 0.8% solana. Their fortunes would have a major impact on coin prices.

DAT executives believe their success is based on their ability to make intelligent investment decisions. Many are looking for new ways to generate revenue.

Check out the performance of a few of the most well-known and popular DATs.

BITCOIN TREASURY

The shares of bitcoin DATs have dropped significantly from their highs in 2025. Michael Saylor’s Strategy, which pioneered the corporate hoarding of bitcoins and spawned dozens copycats who have saturated the market, has fallen almost 36% just in November.

ETHER STRATEGY

The bitcoin DAT market became overcrowded and new players have started to diversify into other coins, including ether. Bitmine, Sharplink Gaming, and others are leading the charge in ether.

The company's shares rose in value earlier this year after they announced that they would be stockpiling, but have now fallen well below their highs of 2025.

In contrast to bitcoin DATs which are solely based on price appreciation, Ether can be used for "staking", which is a process where ether holders secure and validate transactions via the blockchain in exchange for rewards. These rewards are often paid out in ether. This means that ether DATs can generate and gather ether tokens in other ways.

SOLANA AND ALTERCOINS

Many companies have expanded their holdings by adding "altcoins", such as Ripple's Ripple XRP and solana.

In an effort to increase their profits, small companies are also investing in volatile tokens that are thinly traded. This increases the volatility risk of their share prices.

ALT5 Sigma is a company, for instance, that has started a DAT-based strategy to hoard the cryptocurrency venture of the Trump family, World Liberty Financial.

(source: Reuters)