Digital asset treasury (DAT) companies are facing a grim future in 2026, with many seeing sharp drops in shares due to a broad crypto market decline. Altan Tutar, CEO of MoreMarkets, predicts that most Bitcoin treasury companies will disappear, especially those focused on altcoins. The key to survival is having yield strategies in place.

Ryan Chow from Solv Protocol notes that Bitcoin treasuries need to adopt a broader yield strategy to survive market downturns. Companies treating Bitcoin as part of a larger strategy are more likely to thrive. Chow also highlights the importance of using on-chain instruments for sustainable yield and collateralized assets for liquidity access.

Vincent Chok emphasizes the need for crypto treasury companies to align with traditional finance expectations to compete with ETFs. Many investors are turning to ETFs for regulated exposure to digital assets, making them a major competitor for crypto treasuries. Chok suggests integrating with professional finance infrastructure for compliance and transparency.

Read more at Cointelegraph: Many DATs ‘Will Disappear’ With Bleak 2026 Outlook: Execs