The monthly inflows into digital asset treasury companies have declined significantly and are currently at $555 million, which is the lowest since October 2024. This is a significant decline compared to the rise after the results of the 2024 United States election and the subsequent changes in regulations.
The inflows declined significantly to around $32.4 million before the election results, as per DeFiLlama data. However, after the pro-crypto candidates won key positions and supported crypto policies, the inflows increased significantly to over $12.3 billion.
Digital Asset Treasury Firms Struggle Through Bear Cycle
The inflows into digital asset treasury companies remained below $10 billion in 2025. The decline continued until August and then declined further in the following months.
Source: DeFiLlama
The market conditions worsened after the October crypto crash and entered a long bear market, resulting in a decline in market values and returning them to pre-election levels. The weaker market made operations harder for digital asset treasury firms.
According to Patrick Ngan, who is the chief investment officer at Zeta Network Group, there is a need to change strategies. Ngan explained that Bitcoin treasuries should show that they are putting their assets to use instead of keeping tokens dormant.
Also Read: FATF Says Stablecoin P2P Transfers Pose Sanctions Evasion Risk
Ngan stated that companies with operating businesses and regular revenue streams are likely to perform well. Instead, there is a shift towards digital asset treasuries, which produce output rather than just accumulating assets.
Source: DeFiLlama
Real Estate and BTC Integration Boost Treasury Performance
Such companies can make money by staking or validation on proof-of-stake systems. They can also mine proof-of-work assets or explore alternative business opportunities that generate consistent income streams.
Real estate investor Grant Cardone launched a hybrid model last year. His fund includes property investments and a Bitcoin allocation, creating a diversified digital asset treasury model.
According to Cardone, the fund derives benefits from property appreciation, tax benefits, and rental income. This allows for additional BTC purchases and strengthens the treasury model.
Companies with only a BTC allocation have limited value, according to Cardone. He states that property investments provide essential demand and stability for a digital asset treasury model.
Also Read: Bitcoin Treasury Executives Push Basel On Crypto Rule
