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Treasury Companies Are SELLING Crypto!!

2025-11-13 Education
51.7k
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Coin Bureau
Coin Bureau
2.7m subscribers

Analyzing Crypto Treasury Sell-Offs and Market Impact

Discover which Digital Asset Treasury Companies (DATs) are selling their crypto holdings and analyze the potential ripple effects on Bitcoin, Ethereum, and the broader market. Learn alternative strategies firms use to maintain solvency against declining Net Asset Value (NAV) pressures.

Short Summary

  • Two key DATs, Ethzilla and Secons, recently sold substantial crypto to manage stock trading below their underlying asset value (NAV).
  • The market faces volatility risk if more DATs liquidate, creating a downward supply shock.
  • Firms rely on share buybacks, staking, and leveraged loans to stabilize stock prices and boost NAV per share.
  • Anticipated approvals for altcoin spot ETFs might offset treasury selling pressure via positive institutional inflows.
  • This analysis breaks down the specific crypto assets most exposed to potential large-scale treasury liquidation.

This presentation examines the recent sales by two Digital Asset Treasury Companies (DATs) and explores what this signals for the stability of corporate crypto holdings. Understanding these corporate actions is crucial because widespread forced liquidation could trigger severe bearish pressure across major crypto assets.

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Description

Crypto treasury firms have been stealing the spotlight lately, snapping up billions in Bitcoin and altcoins, and fueling wild optimism across the market. But there’s a question in the back of every investor’s mind: what happens when these firms start selling? Well, it looks like we’re about to find out. A few crypto treasuries have quietly begun unloading their holdings, leaving investors wondering whether this could be the start of a broader sell-off. Needless to say, the ripple effects could be massive. Today, we’re breaking down who’s selling, why it’s happening, and which cryptos could take the biggest hit if the dominoes start to fall. ~~~~~ 🛒 Get The Hottest Crypto Deals 👉 http://www.coinbureau.com/deals ♣️ Join The Coin Bureau Club 👉 https://hub.coinbureau.com/ 💥 Coin Bureau Discord 👉 https://go.coinbureau.com/cb-discord 📲 Insider Info in our Socials 👉 https://www.coinbureau.com/socials/ 👕 Best Crypto Merch 👉https://store.coinbureau.com 🔥 TOP Crypto TIPS In Our Newsletter 👉 https://guy.coinbureau.com/signup/ 💸 Coin Bureau Finance Channel 👉 https://www.youtube.com/@CoinBureauFinance ⭐ More Coin Bureau Channel 👉 https://www.youtube.com/@morecoinbureau 📈 Coin Bureau Trading Channel 👉 https://www.youtube.com/@CoinBureauTrading ~~~~~ 🔥OUR BRAND PARTNERS🔥 📈Bitget up to 50K USDT Deposit Bonus & GetAgent Plus Trial (Exclusive AI-powered Trading Assistant) 👉 https://go.coinbureau.com/bitget-getagent 📊Join Toobit for 100K USDT Bonus and 50% Lifetime Fee Discount 👉 https://go.coinbureau.com/toobit-coinbureau 🔒Get 10% Off Your Tangem Wallet 👉 https://go.coinbureau.com/tangem10 ~~~~~ 📺Essential Videos📺 Altcoin Treasury Companies 👉 https://youtu.be/EhwHPNW-jo8 Why Bitcoin Crashed 👉 https://youtu.be/odq4tLVSjQs Altcoin ETFs Vs DATs 👉 https://youtu.be/G8iQ4Ty4rKw ~~~~~ ⛓️ 🔗 Useful Links 🔗 ⛓️ ► Sequans Selling: https://finance.yahoo.com/news/sequans-becomes-first-bitcoin-treasury-092432657.html ► EthZilla Selling: https://www.coindesk.com/business/2025/10/27/ether-treasury-firm-ethzilla-sold-usd40m-eth-to-fund-share-buyback-amid-discount-to-nav ► Bitcoin Treasury Tracker: https://bitcointreasuries.net/ ► Ethereum Treasury Tracker: https://strategicethreserve.xyz/ ► Solana Treasury Tracker: https://www.strategicsolanareserve.org/ ► Other Crypto Treasuries: https://cryptotreasurytracker.com/ ~~~~~ - TIMESTAMPS - 0:00 Intro 0:49 Early Crypto Treasury Company Sales 5:32 How Much Could Crypto Treasuries Sell? 9:46 Other Signs Of Treasury Company Weakness 14:11 Alternative Ways Treasury Companies Could Stay Afloat 16:59 Could These Risks Be Offset Elsewhere? ~~~~~ 📜 Disclaimer 📜 The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome. #dats #bitcoin #eth #treasuries

Top Comments (10)

@CoinBureau 2025-11-13

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10
@paulcamerone6362 2025-11-13

4 hrs ago one of your employees makes a bullish video and you put out this one 😅 No one knows shit except for the Market markers

148 2 replies
@bentp4891 2025-11-13

It's if Saylor starts selling that we all need to worry

30 1 replies
@WilMoFoSho 2025-11-13

Oh you mean decentralized finance systems dont work when they are highly centralized in giant corps? Didnt see this coming years ago...

20
@Unomaximus 2025-11-13

Ya'll need to chill. Its obvious they are only hedging given the possibility the market goes down from here

34 2 replies
@anthonyvu2469 2025-11-13

I say, let them sell......I shall scoop at a discount

37 3 replies
@mrharry5 2025-11-25

guess its time to hold on tight

0
@paulzurek83 2025-11-14

3:28 It's 7:30am on a Saturday morning and the stimulants haven't kicked in yet so I was easily distracted by the slip up.😊

2
@RollingStoneRobin 2025-11-14

Great video insights

1
@belleandbigpoppa 2025-11-16

For me this is great analysis on evolving market structure Guy. Your videos are very professional but I’d like it if they were under 10 minutes - thanks

1

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