Bitcoin (BTC) treasury companies are facing a rather critical situation as their market premium over underlying BTC holdings erodes amid falling volatility and a sharp slowdown in new purchases.

Notably, monthly BTC purchases by these companies have crashed by 97% since November 2024, reflecting a highly cautious market approach in recent months. However, recent data from CryptoQuant suggests the need for an immediate change in strategy.

Falling Bitcoin Volatility Threatens Bitcoin Treasuries Market Value

Generally, Bitcoin treasuries trade at a premium, meaning their market value exceeds the actual worth of the BTC they hold, as investors believe these companies can grow their holdings, monetize volatility, and act as a safe exposure to the premier cryptocurrency. Therefore, the mark

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