Pantera Capital predicts: Digital asset treasury companies will undergo a "brutal reshuffle" by 2026

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PANews January 22 News, according to Cointelegraph, Pantera Capital predicted in an X post published on Wednesday that by 2026, digital asset treasury companies may face consolidation. The largest and most capitalized enterprises will continue to increase their holdings of Bitcoin and Ethereum, while smaller companies will find it difficult to keep up. The organization forecasts that the market will undergo a “brutal reshuffle,” with only a few dominant treasury companies surviving in the end; most others will be acquired or phased out, with only a few winners in the long-tail token sector possibly remaining. So far this year, this pattern has been most evident in the Bitcoin and Ethereum asset reserve sectors, where the most well-funded participants have led the related accumulation activities.

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