DATs Slow, Futures Get Crushed: Is Bitcoin Entering a New, Cleaner Market Regime?

Spot liquidity remains 30-40% below October levels as markets remain vulnerable and volatility increases between majors and altcoins. The crypto market is undergoing a broad recalibration, shaped by softer demand from ETFs and DATs, a reset of leverage in futures and DeFi, and still weak spot liquidity. These factors have put pressure on prices, but […]

Convertible Bonds Threat to Bitcoin Corporate Bonds, Exec Warns

Convertible bonds offer cheap capital, but come with refinancing risks, upfront short-selling and multi-year overhang. An analyst has warned that the real risk to Bitcoin Treasury Companies (BTCTCs) is not the price volatility currently experienced in the market, but rather the way their acquisitions are financed. According to H100 Group Bitcoin leader Brian Brookshire, convertibles, […]

Digital Asset Treasury Companies to Pour $42.7 Billion into Crypto by 2025, $22.6 Billion in the Third Quarter Alone

BitMine Immersion, Sharplink and Forward Industries are the only altcoin-focused DATCos in the top 15 holdings. Digital Asset Treasury Companies (DATCos) have deployed at least $42.7 billion in crypto acquisitions so far in 2025. Interestingly, more than half of that amount was spent in the third quarter alone, when DATCos collectively acquired $22.6 billion worth […]