Group 1 - The trend of companies holding digital currencies as treasury assets is rapidly declining, with corporate Bitcoin purchases in the U.S. dropping to the lowest level since April [1][2] - In September, companies purchased 37,881 Bitcoins, a significant decrease from 49,303 in August and 103,250 in July, indicating a clear decline in market enthusiasm [2] - A quarter of the companies adopting Bitcoin treasury strategies have seen their stock prices fall below the total value of their digital asset holdings, impacting their ability to raise capital through new stock issuances [2][3] Group 2 - The decline in interest is attributed to an oversupply of stocks from digital currency treasury companies, which have struggled to finance digital asset purchases without overwhelming the market [3][4] - Mergers and acquisitions are emerging as a potential solution to market saturation, with larger companies seeking to acquire smaller firms to consolidate resources and reduce stock supply [5] - The market shows a preference for larger digital currency companies, as evidenced by the acquisition of Semler Scientific by Strive, which will collectively hold over 10,900 Bitcoins post-merger [5]