#Crypto Treasury Firms Face Mass Exit in 2026, Says MoreMarkets CEO


Digital asset treasury companies are heading into a challenging year as industry executives predict widespread failures across the sector. The model that attracted billions during $BTC's rally is now facing mounting pressure.


MoreMarkets CEO Altan Tutar projects a bleak outlook for 2026, telling reporters that most #Bitcoin treasury operations will likely shut down. The prediction comes as share prices for major players have dropped sharply following the broader #crypto market decline.


Tutar expects treasury firms focused on #altcoins to collapse first. These companies struggle to maintain market valuations above their actual crypto holdings, a critical metric called mNAV that investors closely monitor.


Large-cap focused treasuries for $ETH, $SOL, and $XRP will follow similar trajectories, according to Tutar. The crowded market cannot support the number of companies currently operating without additional value creation beyond simple asset accumulation, he said.

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December 29, 2025 at 2:28 PM