Some analyses suggest that the field of corporate crypto asset treasuries will undergo a major upheaval by 2026. Currently, Bitcoin and Ethereum, the two core assets, are showing a highly concentrated allocation at the enterprise level. What does this mean? In simple terms, competition in the coming years will become even more fierce—leading companies with strong financial backing will further consolidate their advantages and capture more BTC and ETH shares, while smaller and less funded treasuries will either be absorbed by larger players or gradually exit the stage.

This trend toward centralization is not accidental. Based on existing data, strategic treasuries (especially those led by experienced traders and fund managers) already dominate corporate allocations. They have smooth financing channels, high decision-making efficiency, and comprehensive risk management systems—advantages that are effective in both bull and bear markets. For capital-constrained mid-sized participants, pressure will intensify. By 2026, this divergence will become even more pronounced.