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Will Altcoin ETFs DRAIN LIQUIDITY From Treasury Companies?
Coin Bureau· 2025-10-24 14:03
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 ...
X @Messari
Messari· 2025-10-22 16:31
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. ...
X @mert | helius.dev
mert | helius.dev· 2025-09-10 15:38
Look, this is going to happen. It is the most insane no-brainer in Solana history.Stablecoins are commodities, and currently on Solana, there is one that captures all yield and literally funds Solana's biggest competitor with it!With the Genius Act, these things are commodities; you can swap them for each other — why are you getting taken advantage of?Hyperliquid just showed how far these companies are willing to go to win business; they are literally playing The Bachelorette for fund managers.Solana can co ...
X @BNB Chain
BNB Chain· 2025-08-28 16:07
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]