Opinion: Crypto Treasury Companies May Experience a Consolidation Wave by 2026

CycleProphet · 2026-03-01T01:26:29+00:00

The Chief Strategy Officer of BTCS, an Ethereum treasury company listed on NASDAQ, stated that during market downturns, the crypto treasury market may experience consolidation, with the cash flow of operating companies enabling them to acquire companies trading below their net assets. Additionally, it is expected that over the next 24 months, tokenization of public and private credit will grow significantly.

CycleProphet

2026-03-01 01:26:29

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Deep Tide TechFlow News: On March 1, according to Cointelegraph, Wojciech Kaszycki, Chief Strategy Officer of the Ethereum treasury company BTCS listed on NASDAQ, stated that during the market downturn, the crypto treasury market may see consolidation this year, with operational companies merging or acquiring those trading below their net asset value.

Kaszycki pointed out that operational businesses such as providing blockchain network validation services or offering public and private credit tools can generate cash flow, giving crypto treasury companies an advantage over those that only accumulate cryptocurrencies. This financial strength enables them to acquire companies that are barely maintaining their crypto investments or trading below the value of their crypto holdings.

He also predicted that within the next 24 months, tokenization of RWA, especially public and private credit, will see significant growth, and these RWAs can be used as collateral on DeFi platforms.

ETH8.55%

RWA2.31%

DEFI-3.37%

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