Matthew Sigel: DAT companies such as Satsuma, MARA, and Strategy have already sold down or adjusted their BTC strategies

robot
Abstract generation in progress
Wu Says learned that Matthew Sigel, VanEck’s Head of Digital Assets, said that since 2026, some Digital Asset Reserve (DAT) companies have abandoned or adjusted their Bitcoin and crypto asset accumulation strategies. Among them, Satsuma Technology, Bitdeer, Sequans Communications, Genius Group, Prenetics, Vaultz Capital, and others have cleared or plan to liquidate their digital asset holdings; MARA Holdings, Empery Digital, Strategy (MicroStrategy), Nakamoto Inc., Smarter Web Company, and others have sold some Bitcoin due to debt repayment, stock buyback, or capital allocation needs. Strategy had previously launched the BTC Monetization Program and sold Bitcoin multiple times in 2026. Separately, companies including Exodus Movement, MPU Capital, and DigitalX have adjusted their asset allocation strategies, shifting from simply accumulating to actively managing digital asset reserves.
MARA2.98%
BTC0.06%
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • 2
  • Repost
  • Share
Comment
Add a comment
Add a comment
SpiralAddict
· 8h ago
It’s also understandable—Bitcoin’s volatility is too high, so it’s normal for institutions to adjust their positions; active management is actually more flexible. It all depends on how they handle things going forward.
View OriginalReply0
FuturesHunter
· 8h ago
Oh my God, even institutions are selling BTC—are we really about to see a serious pullback this time?
View OriginalReply0
  • Pinned