Many DATs ‘Will Disappear’ With Bleak 2026 Outlook: Execs
Executives predict many Digital Asset Treasury (DAT) companies will fail by 2026 due to market decline and lack of yield strategies.Summary
Digital Asset Treasury (DAT) companies face a bleak outlook heading into 2026, with many expected to disappear following sharp declines in their share prices after an initial boom in 2025. Altan Tutar, CEO of MoreMarkets, predicts that DATs focused only on altcoins will fail first, followed by those holding major assets like Bitcoin, Ethereum, Solana, and XRP, unless they offer additional value like strong, consistent returns on holdings.
Ryan Chow of Solv Protocol noted the number of Bitcoin treasuries grew significantly but stressed that holding Bitcoin is not a guaranteed path to growth. He argues survivors will be those treating their holdings as part of a broader yield strategy, using on-chain instruments for sustainable yield or collateralization, rather than just speculative accumulation.
Vincent Chok, CEO of First Digital, added that successful treasuries require conscientious allocation, liquidity, and treating Bitcoin as one component of a larger plan. He suggests the model must evolve to match traditional finance (TradFi) expectations for transparency and compliance to compete with increasingly popular, regulated crypto ETFs that now offer staking returns.
(Source：Cointelegraph)