The fall in the actions of cryptocurrency companies and the deceleration in the acquisition of tokens suggest that trust is weakening.
The rise of Digital Asset Treasury Companies(DAT, for its acronym in English) begins to show Signals of exhaustion. These firms, which are quoted in the stock market and whose model focuses on buying cryptocurrencies, broke into an attractive vehicle for indirect exposure investors to Bitcoin, Ether or Solana.
However, the Fall of your actions And the deceleration in the acquisition of Tokens suggests that trust behind the phenomenon is weakening.
Cryptocurrency companies lose strength
According to Architect Partners, last week The shares of 15 companies of this type fell on average by 15%. Some cases are extremes: Alt5 Sigma collapsed about 50% in a few days, while Kindly MD lost around 80% since May.
Even sector referents such as Strategy and the Japanese Metaplanet suffered setbacks, which shows that not even leaders are armored at the change of feeling.
Cooling is also reflected in figures. According to Cryptoquant, the DAT bought only 14,800 bitcoins in August, well below the 66,000 acquired in June. The average purchase size fell 86% since its peak in 2025, and the accumulation rate of Bitcoins was reduced from 163% in March to just 8% in August. This descent points to a model that loses traction, both due to market saturation and due to lack of differentiation between players.
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There is still potential
Despite this, A certain speculative frenzy persists. On Monday, Eightco Holdings shares shot more than 3,000% after announcing the purchase of Worldcoin and adding the analyst give Iives to its directory. For some investors, the promise of a stock market with a leverage to cryptocurrency continues to be attractive.
In parallel, The financial ecosystem that surrounds these societies expands. Lenders and brokers designed instruments such as bonds linked to tokens or loans backed by bitcoins, offering liquidity and flexibility, but also accumulating additional risks about already volatile assets.
With a hundred companies created in a few months, some business converts as disparate businesses as nail rooms or cannabis entities, saturation is evident. Some experts in the industry anticipate a consolidation processin which the strongest absorb the portfolios in decline of the weakest.
The great unknown now is whether this model will find a new balance or if it will end up fading slowly, as the fall of shares and the reduction of purchases of tokens erosion the initial enthusiasm.
Source: Ambito
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