Dozens of spot altcoin ETFs could be approved at any moment. For Tradfy investors, this means having access to a whole range of altcoins. For crypto investors, this means potentially altcoin season.But could these ETFs backfire. If they cause investors to sell stocks in altcoin treasury companies to buy ETF shares instead, this could force altcoin treasury companies to sell their altcoins to stay solvent. None of this works if you're not solvent.>> So, today we take a close look at this possibility, which a ...

RT drxl.eth (@DrxlEth)Q3 2025 marked a turning point in traditional finance’s engagement with crypto. The rapid rise of digital asset treasury companies (DATs) introduced a new wave of price-insensitive demand, as firms accumulated significant holdings of $BTC, $ETH, and $SOL. Ethereum-focused DATs were especially aggressive, acquiring 4.3 million ETH, 3.9% of the total circulating supply, within a single quarter. ...

Stablecoin Strategy on Solana - Solana stablecoin landscape presents an opportunity to capture yield and potentially fund the Solana ecosystem instead of competitors [1] - Solana can achieve similar or greater success in the stablecoin market [2] - Digital Asset Treasury companies (DATs) on Solana can drive demand for SOL by using stablecoin yield to purchase SOL [2] - Integrating a Solana-centric stablecoin into the app layer allows for yield redistribution into ecosystem apps or burning SOL [3] Competitive Advantages - Stablecoins are essentially commodities that can be swapped, highlighting potential user exploitation [1] - Companies are aggressively competing for business, indicating the need for Solana to enhance its stablecoin offerings [1] - Existing stablecoin issuers on Solana should proactively improve their offerings to stay competitive [3] Potential Mechanisms - A Solana DAT running a Solana stablecoin (USDmanlet) can generate SOL revenue through yield utilization [2] - A portion (50%) of the yield from an enshrined Solana stablecoin could be used to burn SOL [4]

BNB Chain Ecosystem & Strategy - BNB Chain is community-driven, with limited direct intervention from CZ, who acts primarily as an encourager and promoter [1] - BNB Chain is heavily investing in supporting Real World Assets (RWAs) and collaborating with builders in this space [2] - The company aims to establish a dedicated BNB Chain team in Japan to foster technology development, particularly in AI and robotics [2] CZ's Holdings & Beliefs - CZ holds a significant portion of his net worth in $BNB [1] - CZ predicts that Decentralized Exchange (DEX) volumes will eventually surpass Centralized Exchange (CEX) volumes, highlighting the future of DeFi [1] Emerging Trends & Opportunities - AI in blockchain, RWAs, and stablecoins are identified as potential areas for significant breakthroughs in the crypto space [2] - Digital Asset Treasury Companies (DATs) offer a sustainable avenue for crypto exposure via public markets, especially single-asset treasuries [2] Japan's Role in Web3 - Japan's early legal recognition of BTC and its strong developer talent, clear regulations, and cultural readiness position it as a key player in Web3 [2] - The company hopes to see more AI and robotics projects on BNB Chain originating from Japan [2]