Crypto Treasury Firms Could Become Next Berkshire Hathaway, Analyst Predicts

According to Syncracy Capital co-founder Ryan Watkins, crypto treasury firms holding substantial token reserves could transform from speculative entities into fundamental economic drivers for blockchain ecosystems. These digital asset treasury (DAT) companies, which are publicly traded and manage crypto assets on their balance sheets, currently hold approximately $105 billion across major cryptocurrencies like Bitcoin (BTC), Ethereum (ETH), and other significant tokens. Watkins emphasizes that a select group of these firms may evolve into long-term operators that finance, govern, and develop within the networks whose tokens they control. Unlike MicroStrategy's Bitcoin-focused approach, DATs holding programmable assets like ETH and SOL can generate yield through staking, liquidity provision, and governance participation. Watkins compares successful DATs to a hybrid model combining permanent capital structures with Berkshire Hathaway's compounding strategy, though he cautions that competitive pressures will likely lead to industry consolidation. [news_title_rus=Криптоказначейские компании могут стать следующим Berkshire Hathaway, прогнозирует аналитик