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>>Report suggests crypto treasuries could start offloading assets by 2026 as ETF pressure mounts.

Report suggests crypto treasuries could start offloading assets by 2026 as ETF pressure mounts.

crypthub

2/16/2026, 8:01:39 PM

Market Decline and Corporate Exposure

Bitcoin is trading below $70,000, about 50% under last October’s peak. Analysts warn that companies holding large crypto balances could intensify the slump in 2026. Digital asset treasuries (DATs) may be forced to sell part of their holdings as prices fall further.

Paper Losses and Liquidity Pressures

Falling token values have left many DATs with steep unrealized losses, some even underwater. A prolonged downturn could compel them to liquidate assets to meet debt covenants or margin calls. Such sales would add selling pressure to an already weak market.

Funding Structures and Refinancing Risks

DATs finance their crypto exposure through debt or equity, affecting resilience to a slump. Tight credit or continued price drops may hinder debt rollovers, triggering forced sales. Leveraged positions could amplify a negative feedback loop across crypto assets.

ETF Competition and 2026 Outlook

Rapid growth of crypto ETFs offers investors exposure with lower operational risk, challenging treasury firms. If a bear market persists, forced DAT sales could ripple through the ecosystem, harming investors and sentiment. 2026 may become a turning point for corporate crypto holders.