Treasury

A deep look at the recent XRP rally driven by hefty spot ETF inflows, how XRPL liquidity supported the breakout, and what WisdomTree’s S‑1 withdrawal means for traders and corporate treasuries. Actionable trading and treasury takeaways to navigate the mixed institutional signals.

Tether’s disclosed Q4 2025 purchase of roughly 8,888 BTC — lifting its stack above ~96k BTC — changes how institutional treasuries and markets price liquidity and counterparty reserve risk. This article unpacks the scale, reasoning, market effects, and regulatory questions for compliance teams and institutional investors.

Solana’s Kora fee-relayer lowers friction for dApp users, but Upexi’s $1B filing to expand the Solana treasury raises valid centralization and financialization concerns. Builders and investors must weigh faster user growth against concentrated treasury control and governance risks.

Strive Asset Management’s $500 million preferred stock offering marks a deliberate move by a public company to scale its BTC treasury using equity instruments. This analysis breaks down the mechanics, shareholder economics, market impact on BTC supply and price discovery, and the regulatory/index risks that will shape future corporate accumulation strategies.

A practical explainer for treasury managers and compliance officers on assessing stablecoin counterparty risk using the Hayes vs. Butterfill debate over USDT solvency as a case study.

BONK’s recent fee model overhaul routes a majority of platform fees into BNKK’s Digital Asset Trust (DAT), shifting supply dynamics and signaling a move toward institutional-style treasuries. This article analyzes the mechanics, market implications, and lessons for token designers and DAO treasurers.

Tether’s simultaneous accumulation of gold and wind-down of mining operations in Uruguay presents a deliberate pivot in reserve strategy and operational focus. For treasury managers and macro traders, the moves raise questions about liquidity, transparency and how to size short-term exposure to USDT.

A deep dive into the $70M ADA treasury proposal — the Cardano Critical Integrations Budget — and why community trust, measurable KPIs, and tranche-based accountability will decide whether this reboot delivers real infrastructure upgrades or more stagnation.

The OCC’s update permitting banks to hold crypto for network fees alters custody operations and treasury playbooks. This article unpacks the guidance, practical gas-management designs, counterparty considerations, and what SharpLink’s ETH move to Galaxy Digital signals for firms holding native reserves.

A Dubai court reportedly ordered an asset freeze covering roughly $456M connected to TrueUSD (TUSD) reserves — a wake-up call on issuer counterparty risk. This deep-dive explains the order, contagion pathways into DeFi, market reactions to issuer equity shocks (eg. Circle/CRCL), and practical due-diligence steps treasuries and desks should adopt.