Digital Asset Treasuries

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Sinclair Broadcasting ends Jimmy Kimmel boycott, plus how big can the weight loss drug market be?
Youtube· 2025-09-26 20:27
Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. Wall Street on track here to end the week higher.That's after slumping most of the week and the new inflation data and fresh tariff threats. We're going to dig into those stories. And right now there's just an hour to go until the closing bell and stocks.They are higher here. Take a look at the popular averages. The Dow is up about 360 points. The S&P 500, your broad gauge is up about 6/10 of a percent. Tech heavy NASDAQ ...
X @Bankless
Bankless· 2025-09-25 17:52
RT TOKEN2049 (@token2049)Public companies are putting billions in crypto on their balance sheets.Join @fundstrat, @ethereumJoseph and @SamirTabar for The Rise of Digital Asset Treasuries to learn first hand how corporates go crypto first. Moderated by @cosmo_jiang.1 Oct, 4:20–5:00 PM, OKX Main Stage ...
Hedge fund analyst sends harsh warning on Wall Street's new craze
Yahoo Finance· 2025-09-24 22:46
Ryan Watkins, co-founder of thesis-driven hedge fund Syncracy Capital, is making the case that Digital Asset Treasuries (DATs) — which collectively control more than $128 billion in assets and represent a sizable portion of supply on major blockchains — present both risk and opportunity. What are DATs? DATs, short for Digital Asset Treasuries, refer to companies allocating part of their balance sheet to cryptocurrencies such as Bitcoin, Ethereum, Solana, or even Dogecoin—just as they might hold cash, bon ...
X @The Block
The Block· 2025-09-24 15:52
GSR's new ETF proposal eyes digital asset treasuries amid growing popularity https://t.co/npqndx2Djp ...
Why VC firm Dragonfly says the bulk of investments is in payments and stablecoins
CNBC Television· 2025-09-23 15:38
The Dragonfly team analyzed all of your deal data over the past few years and found that the bulk of the investments are now for payments and stable coin companies with no signs of slowing down. What do you attribute this trend to? I mean, stable coin deals have dramatically increased this year alone. And we're not even done with 2025. I'm assuming the Genius Act stable coin bill becoming law a couple of months ago has something to do with it. >> Oh, absolutely. I would really chalk it up to two different t ...
X @mert | helius.dev
mert | helius.dev· 2025-09-23 15:00
RT Impermanent Gains (@__lostin__)Solana DATs are coming for your SOLDigital asset treasuries collectively hold 15.4 million SOL, representing 2.5% of total supply, with hundreds of millions in newly raised capital still undeployedWe identified 19 companies that have publicly disclosed plans to acquire SOL for their treasuries, with more on the way ...
Why Standard Chartered Says Digital Asset Treasuries Will Be More Positive For Ethereum Than Bitcoin And Solana
Yahoo Finance· 2025-09-19 16:31
Core Insights - Standard Chartered predicts that Ethereum will benefit more from the corporate digital asset treasury trend compared to Bitcoin and Solana in the future [1][7] Group 1: Digital Asset Treasuries - Geoffrey Kendrick, global head of digital assets research at Standard Chartered, notes that consolidation of Bitcoin digital asset treasuries is likely due to recent declines in multiples to net asset value (mNAV) [2] - If mNAVs of Bitcoin treasury firms fall significantly below 1, larger companies like MicroStrategy may acquire them, potentially increasing their Bitcoin exposure at a low cost, although this would not result in new net buying [4] - The number of firms imitating MicroStrategy's strategy has increased from 38 to 89 since the beginning of the year, indicating market saturation [8] Group 2: Comparison of Digital Asset Treasuries - Solana digital asset treasury firms are less established and face growth challenges as Nasdaq tightens oversight [5] - Ethereum digital asset treasury firms are more established than Solana's and are expected to benefit from staking, which will support their mNAVs [6] - The largest Ethereum treasury, Bitmine, holds nearly $10 billion in Ethereum and has a pre-approved strategy, positioning it favorably compared to its peers [6] Group 3: Market Trends - The recent decline in mNAVs of digital asset treasury firms is attributed to market saturation, with Ethereum treasury firms acquiring over 3% of the Ethereum supply and holding over $16 billion in assets in just over three months [8]
Former SEC Chair Gensler raises concerns over altcoins amid agency's crypto pivot: CNBC Crypto World
CNBC Television· 2025-09-17 19:08
Today, crypto's on the move as the Fed cuts rates for the first time since December. A group of Democrats ask if crypto and AISAR David Saxs has overstayed his job. And Dragonflyy's Rob Haddock discusses increased investments in stablecoin companies.Welcome to CNBC's Crypto World. I'm Talia Kaplan. Digital currencies are whipsying after the Fed announced just this afternoon that it's cutting the Fed funds rate by 25 basis points, its first rate cut since December.The central bank also signaled that two more ...
X @Xeer
Xeer· 2025-09-17 11:59
It’s officially DAT szn and by DAT I mean Digital Asset Treasuries.So far we’ve had DATs for the majors BTC, ETH, SOL, BNB and even @worldcoin recently and we’ve all seen what that has done for price action.Makes me wonder if $OPEN is lining up its own DAT 👀..Openledger Foundation (@OpenledgerFdn):𝔻ecentralized𝔸ttestation𝕋echnology ...