Wu Says Learned that VanEck’s digital assets lead Matthew Sigel said that since 2026, some digital asset reserve companies (DATs) have abandoned or adjusted their Bitcoin and crypto asset accumulation strategies. Among them, companies such as Satsuma Technology, Bitdeer, Sequans Communications, Genius Group, Prenetics, and Vaultz Capital have cleared or plan to liquidate their digital asset holdings; companies such as MARA Holdings, Empery Digital, Strategy (MicroStrategy), Nakamoto Inc., and Smarter Web Company sold some Bitcoin due to debt service, share buybacks, or capital allocation needs. Strategy previously launched the BTC Monetization Program and sold Bitcoin multiple times in 2026. Other companies, such as Exodus Movement, MPU Capital, and DigitalX, have also adjusted their asset allocation strategies—shifting from simply accumulating to actively managing digital asset reserves.