{"id":76028,"date":"2026-07-28T01:49:36","date_gmt":"2026-07-28T01:49:36","guid":{"rendered":"https:\/\/crowdfundjunction.com\/blog\/digital-asset-treasury-firms-chase-ai-boom-as-crypto-premiums-disappear\/"},"modified":"2026-07-28T01:49:36","modified_gmt":"2026-07-28T01:49:36","slug":"digital-asset-treasury-firms-chase-ai-boom-as-crypto-premiums-disappear","status":"publish","type":"post","link":"https:\/\/crowdfundjunction.com\/blog\/digital-asset-treasury-firms-chase-ai-boom-as-crypto-premiums-disappear\/","title":{"rendered":"Digital-Asset Treasury Firms Chase AI Boom as Crypto Premiums Disappear"},"content":{"rendered":"<p><b>(Originally posted on : Bitcoin News )<\/b><br \/>\n<\/p>\n<div>\n<div class=\"@container mb-[25px] rounded-sm overflow-clip py-0.5 pr-0.5 pl-2.5 bg-success-100\">\n<div class=\"flex flex-col gap-m overflow-clip rounded-[6px] !bg-success-10 p-3 @[420px]:p-m\">\n<h2 class=\"m-0 flex items-center gap-s text-[19px] !text-[#1c1c1c] md:text-[20px]\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"10\" viewbox=\"0 0 16 10\" fill=\"none\" class=\"shrink-0 text-success-100\" aria-hidden=\"true\"><path d=\"M1 1.5h14\" stroke=\"currentColor\" stroke-width=\"2.5\" stroke-linecap=\"round\"\/><path d=\"M1 8.5h10\" stroke=\"currentColor\" stroke-width=\"2.5\" stroke-linecap=\"round\"\/><\/svg><span>Key Takeaways<\/span><\/h2>\n<ul class=\"m-0 flex list-none flex-col gap-m pl-0\">\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">K Wave Media fell 71% after its May AI pivot, as crypto treasury firms chased new growth.<\/span><\/li>\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">Bloomberg\u2019s tracked treasury stocks sank 43%, while bitcoin dropped 27% in 2026.<\/span><\/li>\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">Coreweave\u2019s $40B success shows miners with power assets may lead the next AI shift.<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<h2>Crypto Treasury Firms Chase AI Gains as Investor Enthusiasm Fades<\/h2>\n<p>The collapse of the crypto treasury trade is pushing struggling public companies toward the market\u2019s newest source of investor enthusiasm: artificial intelligence.<\/p>\n<p>According to a new <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-07-27\/crypto-to-data-centers-treasury-model-bust-has-firms-chasing-ai\" target=\"_blank\" rel=\"noopener noreferrer\">Bloomberg report<\/a>, at least a dozen digital-asset treasury (DAT) firms have shifted into AI-related ventures in recent months as token prices and their own valuations declined. Early results have been bleak.<\/p>\n<p>K Wave Media, once focused on accumulating bitcoin, has fallen 71% since turning toward data center development in May. Lixte Biotechnology has lost 33% since agreeing to merge with a battery company in June. Alphaton Capital, previously a holder of alternative cryptocurrencies, is down 33% since rebranding as Alpha Compute in April. Industry observers reckon that most digital-asset treasury firms are either moving into AI or dying a slow death.<\/p>\n<h2>Crypto Treasury Premiums Disappear<\/h2>\n<p>Digital-asset treasury companies raised capital and issued stock to buy cryptocurrencies, hoping their shares would trade at a premium to the value of those holdings.<\/p>\n<p>The model flourished as token prices climbed. It began to unravel once many companies fell below the net value of their crypto reserves.<\/p>\n<p>U.S. and Canadian treasury stocks tracked by Bloomberg have posted a median decline of 43% this year. With bitcoin posting a 49% decline from its October peak and ether dropping 62% from its August 2025 record, companies are instead exploring data centers, space businesses and small nuclear reactors.<\/p>\n<p>Even Strategy, which popularized the model under Michael Saylor, has suffered. Its shares have fallen 81% from their 2024 record, while the company has reduced its <a href=\"https:\/\/news.bitcoin.com\/saylor-reports-zero-bitcoin-buys-as-strategys-cash-reserve-hits-3-billion\/\">bitcoin holdings.<\/a><\/p>\n<h2>Miners Have a Stronger Route Into AI<\/h2>\n<p>The rush toward AI mirrors earlier corporate attempts to attach themselves to popular themes, from dot-com names in the 1990s to blockchain pivots in the following decades.<\/p>\n<p>Yet <a href=\"https:\/\/news.bitcoin.com\/bitcoin-miners-ai-rally-puts-insider-liquidity-in-the-spotlight\/\">bitcoin miners<\/a> may have a more credible path. Their power contracts, land and data centers can often be adapted for high-performance computing.<\/p>\n<p>Coreweave began as a miner before becoming a cloud-computing provider. It now has a market value of about $40 billion, with its shares up 80% since its March 2025 initial public offering.<\/p>\n<p><a href=\"https:\/\/news.bitcoin.com\/hut-8-secures-9-8-billion-texas-ai-lease-as-bitcoin-miners-pivot-to-compute\/\">Hut 8, Iren<\/a> and <a href=\"https:\/\/news.bitcoin.com\/terawulf-expands-ai-strategy-with-1gw-data-campus-and-3b-backing\/\">Terawulf have also attracted investors<\/a> after redirecting capacity toward AI workloads. For treasury companies without comparable infrastructure, a new name may not be enough.<\/p>\n<p>\u201cI think DATs, as we\u2019ve seen them, are probably done,\u201d said Daniel Forman, a partner at Lowenstein Sandler.<\/p>\n<\/p><\/div>\n<p><a href=\"https:\/\/news.bitcoin.com\/digital-asset-treasury-firms-chase-ai-boom-as-crypto-premiums-disappear\/\">Source link <\/a><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>(Originally posted on : Bitcoin News ) Key Takeaways K Wave Media fell 71% after its May AI pivot, as crypto treasury firms chased new growth. Bloomberg\u2019s tracked treasury stocks sank 43%, while bitcoin dropped 27% in 2026. Coreweave\u2019s $40B success shows miners with power assets may lead the next AI shift. Crypto Treasury Firms [&hellip;]<\/p>\n","protected":false},"author":3947362377,"featured_media":76029,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[32],"tags":[],"_links":{"self":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/76028"}],"collection":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/users\/3947362377"}],"replies":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/comments?post=76028"}],"version-history":[{"count":0,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/76028\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media\/76029"}],"wp:attachment":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media?parent=76028"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/categories?post=76028"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/tags?post=76028"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}