Crypto Treasuries Pull In $2.6B as Institutions Play Defense
Despite choppy prices and cautious markets, institutional money is quietly flowing back into crypto.
In the last two weeks, Digital Asset Treasuries (DATs) attracted over $2.6 billion in inflows — the strongest run in more than seven weeks. The bulk of that capital went straight to Bitcoin and Ethereum, signaling a clear preference for liquidity and scale during uncertain conditions.
What’s Driving the Inflows?
• Bitcoin DATs: ~$940M
• Ethereum DATs: ~$423M
• Major buyer: Strategy (ex-MicroStrategy) added nearly $2B in BTC across two December purchases
• Macro tailwinds:
– December Fed rate cut lowered capital costs
– New FASB rules allow unrealized crypto gains to count as net income
Why It Matters
This isn’t retail speculation — it’s treasury-level capital making balance-sheet decisions. With volatility still elevated, institutions are treating BTC and ETH as “flight-to-quality” crypto assets, favoring depth, liquidity, and regulatory clarity.
Even when sentiment softens, smart money still shows up where liquidity lives.
