TechFlow News, March 1: According to a Cointelegraph report, Wojciech Kaszycki, Chief Strategy Officer of BTCS—a Nasdaq-listed Ethereum treasury company—stated that the crypto treasury market may experience consolidation this year amid market downturns, with operationally active companies merging with or acquiring firms trading below their net asset value.
Kaszycki noted that operational businesses—such as those providing blockchain network validation services or public and private credit instruments—generate cash flow, giving crypto treasury companies a financial edge over those merely accumulating cryptocurrencies. This advantage enables them to acquire companies struggling to sustain crypto investments or trading below the value of their crypto holdings.
He also predicted that tokenization of real-world assets (RWAs), particularly public and private credit, will grow significantly within the next 24 months, with these RWAs serving as collateral on DeFi platforms.
