{"id":12037,"date":"2026-06-03T05:00:29","date_gmt":"2026-06-03T05:00:29","guid":{"rendered":"https:\/\/ad-doge.com\/blog\/crypto-treasury-flows-lose-steam-marking-deepest-drop-since-2024\/"},"modified":"2026-06-03T05:00:29","modified_gmt":"2026-06-03T05:00:29","slug":"crypto-treasury-flows-lose-steam-marking-deepest-drop-since-2024","status":"publish","type":"post","link":"https:\/\/ad-doge.com\/blog\/crypto-treasury-flows-lose-steam-marking-deepest-drop-since-2024\/","title":{"rendered":"Crypto Treasury Flows Lose Steam, Marking Deepest Drop Since 2024"},"content":{"rendered":"

Bitcoin carried nearly all of May’s inflows. Monthly flows into crypto treasury companies dropped to $180 million for the month, the weakest level since October 2024, and Bitcoin<\/a>-linked firms accounted for almost all of it with $177 million. Smaller additions went to ZCash, Story and Sui, while Litecoin posted a $1.89 million outflow.<\/p>\n

The fall was steep. May\u2019s total was down 95% from April\u2019s $4.4 billion and about 93% below the monthly average from January through May, after March and April each cleared $4 billion.<\/p>\n

From Election Surge To Slower 2025<\/h2>\n

The latest drop comes after a sharp burst of buying late last year, when DAT inflows climbed past $12 billion after the 2024 US election results and a friendlier policy backdrop.<\/p>\n

DefiLlama\u2019s figures show<\/a> the trend then cooled through 2025, staying below $10 billion a month until late summer before slipping again.<\/p>\n

\"\"<\/p>\n

That left treasury firms with a tougher pitch. The market crash that followed added pressure, and companies that rely on token accumulation alone now face more scrutiny from investors than they did during the boom.<\/p>\n

Yield Pressure Is Reshaping Treasury Firms<\/h2>\n

Galaxy Digital<\/a> has argued that the old buy-and-hold approach no longer carries the same weight, and that treasury firms need to put assets to work through staking, validator services, DeFi lending or other active uses.<\/p>\n

\"\"<\/p>\n

Patrick Ngan of Zeta Network Group said companies holding Bitcoin need to show they can do more than park the asset on a balance sheet, while businesses with real cash flow may be better placed than pure holders.<\/p>\n

<\/p>\n

Arthur Firstov of Mercuryo said ETFs give institutions a low-cost, liquid way to get straightforward crypto exposure, which makes it harder for listed treasury firms to keep trading at a premium.<\/p>\n

He added that staking can help proof-of-stake treasuries produce revenue, but it cannot fix weak operations, heavy dilution or balance-sheet losses.<\/p>\n

The shift is already visible in hybrid models. Grant Cardone has linked Bitcoin with multifamily housing in a treasury-style structure that also draws on rental income and property gains to support more BTC buying.<\/p>\n

For now, the numbers show a sector that has lost speed fast. Bitcoin still dominates the field, but the latest data leaves little doubt that the easy money phase has faded.<\/p>\n

Featured image from Unsplash, chart from TradingView<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Bitcoin carried nearly all of May’s inflows. Monthly flows into crypto treasury companies dropped to $180 million for the month, the weakest level since October 2024, and Bitcoin-linked firms accounted for almost all of it with $177 million. Smaller additions went to ZCash, Story and Sui, while Litecoin posted a $1.89 million outflow. The fall…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[22,32,51,55,3631,3278,5381],"class_list":["post-12037","post","type-post","status-publish","format-standard","hentry","category-cryptocurrency-market-news","tag-bitcoin","tag-btc","tag-crypto","tag-cryptocurrency-market-news","tag-dat","tag-galaxy-digital","tag-treasury-companies"],"_links":{"self":[{"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/posts\/12037","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/comments?post=12037"}],"version-history":[{"count":0,"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/posts\/12037\/revisions"}],"wp:attachment":[{"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/media?parent=12037"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/categories?post=12037"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/tags?post=12037"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}