DAT Inflows Sink to Lowest Level Since October 2024
Digital asset treasury inflows hit their lowest point since October 2024, reaching about $555 million.Summary
Monthly inflows into digital asset treasury (DAT) companies have dropped to approximately $555 million, marking the lowest level since October 2024, according to DeFiLlama data. This follows a significant surge after the 2024 US elections, which brought a pro-crypto regulatory shift, pushing inflows past $12.3 billion. The subsequent challenging business environment, exacerbated by the October crypto market crash, has led to contracted treasury inflows throughout 2025.
Industry experts suggest that treasury companies must evolve their strategies beyond simple asset warehousing. Patrick Ngan, CIO of Zeta Network Group, stated that corporate Bitcoin treasuries now need to demonstrate utility for the asset. Companies with operating businesses generating cash flow are expected to outperform those focused solely on accumulation.
Strategies for generating revenue include staking, providing validation services for proof-of-stake networks, mining proof-of-work coins, or engaging in DeFi lending. Real estate investor Grant Cardone has adopted a hybrid approach, combining real estate with Bitcoin in investment vehicles to leverage property appreciation and rental income for further BTC purchases, arguing real estate offers a less discretionary foundation than a pure crypto treasury.
(Source：Cointelegraph)