Odaily Planet Daily reports that BTCS Chief Strategy Officer Wojciech Kaszycki stated that amid ongoing market downturns, there may be a trend of consolidation in crypto treasury companies by 2026. He pointed out that some companies currently have stock prices below their net asset value (NAV) of held cryptocurrencies, trading at a discount.
Kaszycki believes that companies with actual operational businesses, such as blockchain validator services or public and private credit products, have cash flow and are better positioned to acquire firms that only hold crypto assets but lack operational income. Additionally, he mentioned that tokenization of real-world assets (RWA), especially on-chain public and private credit assets, could see significant growth within the next 24 months and may become a potential revenue source for treasury companies.
He also noted that Strategy, the world’s largest Bitcoin treasury company, offers credit-like and fixed-income instruments to investors, and this is one of the key reasons for its inclusion in the MSCI index system. (Cointelegraph)
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BTCS Executive: Crypto Treasury Company May Experience Consolidation Wave by 2026
Odaily Planet Daily reports that BTCS Chief Strategy Officer Wojciech Kaszycki stated that amid ongoing market downturns, there may be a trend of consolidation in crypto treasury companies by 2026. He pointed out that some companies currently have stock prices below their net asset value (NAV) of held cryptocurrencies, trading at a discount.
Kaszycki believes that companies with actual operational businesses, such as blockchain validator services or public and private credit products, have cash flow and are better positioned to acquire firms that only hold crypto assets but lack operational income. Additionally, he mentioned that tokenization of real-world assets (RWA), especially on-chain public and private credit assets, could see significant growth within the next 24 months and may become a potential revenue source for treasury companies.
He also noted that Strategy, the world’s largest Bitcoin treasury company, offers credit-like and fixed-income instruments to investors, and this is one of the key reasons for its inclusion in the MSCI index system. (Cointelegraph)