Crypto treasuries have added $25 billion in the third quarter of 2025, more than doubling from last quarter’s.Crypto treasuries have added $25 billion in the third quarter of 2025, more than doubling from last quarter’s.

Crypto treasuries post impressive gains in Q3 2025

2025/09/17 22:39
4 min read

Digital Asset Treasury (DAT) companies have doubled from last quarter, adding $25 billion in the third quarter of 2025. Ethereum treasury companies led with 54% of the inflows.

Crypto market data shows that 114 U.S. entities hold around 1.5 million BTC on their balance sheet, which is worth more than $175 billion. Michael Saylor’s Strategy leads with approximately 638,985 BTC at the time of publication, worth over $74 billion.

Bitcoin treasuries lose their luster

TD Cowen analyst Lance Vitanza argued Tuesday that some Bitcoin treasuries are losing their luster since share prices are lagging below a key level. He noted that four of 13 Bitcoin treasury firms tracked by the investment bank are trading at discounts against their respective crypto holdings. He highlighted Semler Scientific at -4% DDC Enterprise at -18%, Sequans at -25%, and Bitcoin Treasury Corp at -18%.

Vitanza also revealed that Strategy has never dropped below its market-to-net-asset value, maintaining a 1.29x premium. Bitcoin Treasuries showed that the company’s mNAV was two basis points away from all-time lows on Tuesday.

Vitanza argued that some stocks should realistically trade at a premium due to their lack of fees, ability to take on leverage through cheap debt, and ability to manage operating expenses. He also expects several existing Bitcoin treasury firms to outperform the underlying asset.

Bitcoin treasury company Kindly MD saw a significant drop in its premium on Monday after its chair, David Bailey, urged the company’s doubters to sell their shares. The firm’s stock price dropped more than 54% on Monday to $1.26 a share, but it has since rebounded to $1.50 per share.

Bailey revealed that around 80 million shares were traded that day, and support humbled him. He also looked forward to meeting the company’s new shareholders.

Ethereum treasuries outperform Bitcoin’s and Solana’s

A report by Standard Chartered analysts revealed that Ethereum crypto treasuries are better positioned than Bitcoin and Solana treasuries to weather the recent collapse in market premiums, known as mNAVs. The analysts argued that ETH’s staking yield, scale, and pre-approved buying strategies make it outperform Bitcoin treasuries, which suffer from too many imitators, and Solana treasuries, which face regulatory headwinds.

On-chain data shows that 11 publicly-traded entities hold more than 3.5 million ETH worth approximately $15.8 billion. BitMine leads with over 2.15 million ETH, and Sharplink follows with 837,230 ETH. Both firms hold nearly 3% of the total ETH in circulation.

On Wednesday, Strategic Solana Reserve data showed that Solana treasuries have acquired 17.112 million SOL, representing roughly 2.98% of the total Solana supply. A total of 17 entities now hold over $4 billion worth of SOL at current prices, with 7.4 million SOL dedicated to staking reserves.

Forward Industries led the pack with more than 6.8 million SOL, worth around $1.61 billion. Sharps Technology, DeFi Development, and Upexi follow with about 2 million SOL each. 

Cryptopolitan reported that Forward Industries recently announced the formation of its $1.65 billion Solana reserve, with support from companies like Galaxy Digital, Multicoin Capital, and Jump Crypto. On-chain data showed that the initiative led to increased inflows into Solana, with Galaxy purchasing $306 million in SOL in one day. The firm also became the first Nasdaq-listed firm to be tokenized on the Solana blockchain.

Helius also revealed plans to include staking and lending opportunities in its Solana accumulation strategy over the next 24 months. The company said it’s launching a $500 million Solana treasury reserve. The initiative is led by asset managers Pantera Capital and Summer Capital and is expected to finalize on Thursday. Dan Morehead, Pantera’s founder and managing partner, said the company believes Solana is the foundation for establishing a new financial system.

The smartest crypto minds already read our newsletter. Want in? Join them.

Market Opportunity
Moonveil Logo
Moonveil Price(MORE)
$0.0006608
$0.0006608$0.0006608
+3.20%
USD
Moonveil (MORE) Live Price Chart
Disclaimer: The articles reposted on this site are sourced from public platforms and are provided for informational purposes only. They do not necessarily reflect the views of MEXC. All rights remain with the original authors. If you believe any content infringes on third-party rights, please contact service@support.mexc.com for removal. MEXC makes no guarantees regarding the accuracy, completeness, or timeliness of the content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be considered a recommendation or endorsement by MEXC.

You May Also Like

HitPaw API is Integrated by Comfy for Professional Image and Video Enhancement to Global Creators

HitPaw API is Integrated by Comfy for Professional Image and Video Enhancement to Global Creators

SAN FRANCISCO, Feb. 7, 2026 /PRNewswire/ — HitPaw, a leader in AI-powered visual enhancement solutions, announced Comfy, a global content creation platform, is
Share
AI Journal2026/02/08 09:15
Journalist gives brutal review of Melania movie: 'Not a single person in the theater'

Journalist gives brutal review of Melania movie: 'Not a single person in the theater'

A Journalist gave a brutal review of the new Melania documentary, which has been criticized by those who say it won't make back the huge fees spent to make it,
Share
Rawstory2026/02/08 09:08
Jerome Powell’s Press Conference: Crucial Insights Unveiled for the Market’s Future

Jerome Powell’s Press Conference: Crucial Insights Unveiled for the Market’s Future

BitcoinWorld Jerome Powell’s Press Conference: Crucial Insights Unveiled for the Market’s Future The financial world, including the dynamic cryptocurrency market, often hangs on every word from the Federal Reserve. Recently, Jerome Powell’s press conference following the Federal Open Market Committee (FOMC) meeting concluded, leaving investors and analysts dissecting his remarks for clues about the future economic direction. This event is always a pivotal moment, shaping expectations for inflation, interest rates, and the overall stability of global markets. What Were the Key Takeaways from Jerome Powell’s Press Conference? During Jerome Powell’s press conference, the Fed Chair provided an update on the central bank’s monetary policy decisions and its economic outlook. His statements often reiterate the Fed’s dual mandate: achieving maximum employment and stable prices. This time was no different, with a strong emphasis on managing persistent inflation. Key points from the recent discussion included: Inflation Control: Powell emphasized the Fed’s unwavering commitment to bringing inflation back down to its 2% target. He reiterated that the fight against rising prices remains the top priority, even if it entails some economic slowdown. Interest Rate Policy: While the Fed’s stance on future interest rate adjustments was discussed, the path remains data-dependent. Powell indicated that decisions would continue to be made meeting-by-meeting, based on incoming economic data. Economic Projections: The updated Summary of Economic Projections (SEP) offered insights into the Fed’s forecasts for GDP growth, unemployment, and inflation. These projections help market participants gauge the central bank’s expectations for the economy’s trajectory. Quantitative Tightening (QT): The ongoing process of reducing the Fed’s balance sheet, known as quantitative tightening, was also a topic. This reduction in liquidity in the financial system has broad implications for asset prices. How Did Jerome Powell’s Remarks Impact Cryptocurrency Markets? The conclusion of Jerome Powell’s press conference often sends ripples through traditional financial markets, and cryptocurrencies are increasingly sensitive to these macroeconomic shifts. Digital assets, once thought to be uncorrelated, now frequently react to the Fed’s monetary policy signals. Higher interest rates, for instance, tend to make riskier assets like cryptocurrencies less attractive. This is because investors might prefer safer, interest-bearing investments. Consequently, we often see increased volatility in Bitcoin (BTC) and Ethereum (ETH) prices immediately following such announcements. The tightening of financial conditions, driven by the Fed, reduces overall liquidity in the system, which can put downward pressure on asset valuations across the board. However, some argue that this growing correlation signifies crypto’s increasing integration into the broader financial ecosystem. It suggests that institutional investors and mainstream finance are now paying closer attention to digital assets, treating them more like other risk-on investments. Navigating the Economic Landscape After Jerome Powell’s Press Conference For cryptocurrency investors, understanding the implications of Jerome Powell’s press conference is crucial for making informed decisions. The Fed’s policy trajectory directly influences the availability of capital and investor sentiment, which are key drivers for crypto valuations. Here are some actionable insights for navigating this environment: Stay Informed: Regularly monitor Fed announcements and economic data releases. Understanding the macroeconomic backdrop is as important as analyzing individual crypto projects. Assess Risk Tolerance: In periods of economic uncertainty and tighter monetary policy, a reassessment of personal risk tolerance is wise. Diversification within your crypto portfolio and across different asset classes can mitigate potential downsides. Focus on Fundamentals: While market sentiment can be swayed by macro news, projects with strong fundamentals, clear use cases, and robust development teams tend to perform better in the long run. Long-Term Perspective: Cryptocurrency markets are known for their volatility. Adopting a long-term investment horizon can help weather short-term fluctuations driven by macro events like Fed meetings. The challenges include potential continued volatility and reduced liquidity. However, opportunities may arise from market corrections, allowing strategic investors to accumulate assets at lower prices. In summary, Jerome Powell’s press conference provides essential guidance on the Fed’s economic strategy. Its conclusions have a profound impact on financial markets, including the dynamic world of cryptocurrencies. Staying informed, understanding the nuances of monetary policy, and maintaining a strategic investment approach are paramount for navigating the evolving economic landscape. The Fed’s actions underscore the interconnectedness of traditional finance and the burgeoning digital asset space. Frequently Asked Questions (FAQs) Q1: What is the Federal Open Market Committee (FOMC)? A1: The FOMC is the monetary policy-making body of the Federal Reserve System. It sets the federal funds rate target and directs open market operations, influencing the availability of money and credit in the U.S. economy. Q2: How do the Fed’s interest rate decisions typically affect cryptocurrency markets? A2: Generally, when the Fed raises interest rates, it makes borrowing more expensive and reduces liquidity in the financial system. This often leads investors to shy away from riskier assets like cryptocurrencies, potentially causing prices to decline. Conversely, lower rates can stimulate investment in riskier assets. Q3: What does “data-dependent” mean in the context of Fed policy? A3: “Data-dependent” means that the Federal Reserve’s future monetary policy decisions, such as interest rate adjustments, will primarily be based on the latest economic data. This includes inflation reports, employment figures, and GDP growth, rather than a predetermined schedule. Q4: Should I change my cryptocurrency investment strategy based on Jerome Powell’s press conference? A4: While it’s crucial to be aware of the macroeconomic environment shaped by Jerome Powell’s press conference, drastic changes to a well-researched investment strategy may not always be necessary. It’s recommended to review your portfolio, assess your risk tolerance, and consider if your strategy aligns with the current economic outlook, focusing on long-term fundamentals. If you found this analysis helpful, please consider sharing it with your network! Your insights and shares help us reach more readers interested in the intersection of traditional finance and the exciting world of cryptocurrencies. Spread the word! To learn more about the latest crypto market trends, explore our article on key developments shaping Bitcoin price action. This post Jerome Powell’s Press Conference: Crucial Insights Unveiled for the Market’s Future first appeared on BitcoinWorld.
Share
Coinstats2025/09/18 16:25