According to the source, Tom Lee of BitMine said Ethereum remains Wall Street’s blockchain and warned the digital asset treasury sector may already be in a bubble. According to the source, this characterization supports a trading stance that institutional allocation cycles may favor ETH over alternative L1s, aiding relative strength in ETH/BTC. According to the source, the bubble warning signals elevated downside and volatility risks for assets tied to on-chain treasury growth narratives if sentiment turns, warranting tighter risk controls. According to the source, traders may prioritize high-liquidity ETH pairs and avoid chasing overheated treasury-themed assets until demand is confirmed.

According to @charlesdhaussy, smart money views Bit Digital BTBT’s real strategy as acquiring, holding, managing, and staking Ethereum ETH at scale to create a yield-generating vehicle, source: @charlesdhaussy on X on Oct 14, 2025. According to @charlesdhaussy, institutions could gain both equity exposure and ETH staking yield through one ticker BTBT, which he suggests could draw institutional capital, source: @charlesdhaussy on X on Oct 14, 2025. Trading takeaways based on this thesis: monitor BTBT’s beta to ETH and staking narrative momentum, watch for re-rating signals tied to perceived treasury-style ETH accumulation, and track volume or flow spikes that hint at institutional participation referenced by the source, source: @charlesdhaussy on X on Oct 14, 2025.

According to @MilkRoadDaily, five market-moving claims circulated last week: 1) NYSE invested $2B in Polymarket at a $9B valuation; 2) Galaxy Digital (GLXY) will establish a digital asset treasury; 3) China Renaissance plans a $600M BNB treasury; 4) Securitize aims to go public via a SPAC; and 5) MetaMask enabled in-wallet perpetual futures powered by Hyperliquid (source: @MilkRoadDaily, Oct 13, 2025). These items have not been corroborated by primary filings or official press releases at the assistant’s knowledge cutoff; traders should verify via NYSE/Intercontinental Exchange press releases, Galaxy Digital investor relations, China Renaissance and BNB Chain official announcements, SEC EDGAR for SPAC filings, and Consensys/MetaMask and Hyperliquid blogs before taking positions on these headlines (sources: respective official channels).

According to @MRRydon, a sharp sell-off in traditional markets over the weekend triggered one of the largest crypto liquidation events, impacting the entire ecosystem, source: @MRRydon on X, Oct 13, 2025. Aethir states its fundamentals remain intact, citing enterprise revenues, an expanding GPU infrastructure footprint, and service to leading AI companies, source: @MRRydon on X, Oct 13, 2025. The company announced a Digital Asset Treasury ($POAI) totaling $344M, including $45M in liquid capital designated for on-market $ATH accumulation, source: @MRRydon on X, Oct 13, 2025. Aethir says on-market $ATH purchases will recommence this evening as it continues building a strategic compute reserve and onboarding additional GPU supply, source: @MRRydon on X, Oct 13, 2025. Aethir adds it aims to bridge traditional capital markets with crypto infrastructure to maintain strategic flexibility during volatility, source: @MRRydon on X, Oct 13, 2025.

According to @MilkRoadDaily, @stsssol accumulated about $400M of SOL in the first week as it builds a digital asset treasury (source: @MilkRoadDaily). According to the same source, an ATM is planned that it says will increase buying power, making SOL and the $STSS ticker key watch items for volume and liquidity shifts (source: @MilkRoadDaily).

According to @julian2kwan, many Bitcoin DATs (digital asset treasury) companies were present at Bitcoin Asia, signaling a growing focus on corporate-style BTC treasury management, source: @julian2kwan on X, Aug 28, 2025. The author states that @Strategy and @saylor are cited as pioneers and leaders of this Bitcoin treasury model, source: @julian2kwan on X, Aug 28, 2025. He adds that @IxsFinance developed a Bitcoin Real Yields product at the request of leading BTC miners, highlighting miner demand for yield solutions tied to their treasuries, source: @julian2kwan on X, Aug 28, 2025.

According to @LexSokolin, every major bank will need digital asset treasury capabilities by 2026, setting a clear adoption timeline for institutional crypto infrastructure (source: @LexSokolin on X, Aug 14, 2025). He states "Acquire or die," signaling banks will have to purchase or integrate digital asset treasury solutions to stay competitive (source: @LexSokolin on X, Aug 14, 2025). He credits Coin Metrics as the data source underpinning this view, indicating data-driven support for accelerated bank adoption of crypto treasury functions (source: @LexSokolin on X, Aug 14, 2025; data source cited: Coin Metrics).

According to @TheOnlyNom, he will join SafetyShotINC's Board of Directors to pursue the next steps of the Bonk Inu Digital Asset Treasury. Source: @TheOnlyNom on X, Aug 12, 2025. He stated he will recommend aggressive accumulation of BONK for the treasury, citing the success of similar vehicles. Source: @TheOnlyNom on X, Aug 12, 2025. This announcement outlines intended buy-side activity in BONK that traders can monitor for execution progress. Source: @TheOnlyNom on X, Aug 12, 2025.

According to BitMEX Research, a new review examines how several crypto treasury companies structure their advisory agreements and the fees they charge, consolidating key cost information for corporates considering digital asset allocations (source: BitMEX Research blog via blog.bitmex.com, announced on BitMEX Research X post dated Aug 12, 2025). The publication focuses on agreement terms and fee schedules among crypto treasury service providers, providing reference data that traders can use to contextualize corporate treasury participation and potential execution frictions in BTC and ETH markets (source: BitMEX Research blog via blog.bitmex.com and BitMEX Research X announcement on Aug 12, 2025).

According to @AnnChien, a new investment in $NAKA and $BNC was disclosed together with an invitation to hear the latest view on digital asset treasury in Taipei, with an event link shared for details, source: @AnnChien on X. The announcement did not include position size, entry levels, or a detailed thesis beyond naming the two tokens and the DAT focus, source: @AnnChien on X. Traders tracking $NAKA and $BNC can monitor the same channel and the linked event page for potential follow-up disclosures from the Taipei session, source: @AnnChien on X.

According to @TheOnlyNom, the BONK Ecosystem is partnering with Safety Shot Inc to establish an initial $25 million reserve of BONK as the first stage of the BONK Digital Asset Treasury, source: https://twitter.com/TheOnlyNom/status/1954886924512137694. The announcement specifies the reserve size and the partnership parties but does not disclose timing, custody arrangements, on-chain wallet addresses, allocation mechanics, or deployment details, source: https://twitter.com/TheOnlyNom/status/1954886924512137694. The message also notes an intention to grow the partnership beyond this initial stage, source: https://twitter.com/TheOnlyNom/status/1954886924512137694.

According to Eleanor Terrett, Caitlin Long, CEO of crypto bank Custodia, has joined the board of online marketplace PublicSquare. This move comes as PublicSquare recently announced plans to implement a digital asset treasury strategy, signaling a potential shift toward integrating cryptocurrencies or blockchain technology into its financial infrastructure. The addition of a prominent crypto banking executive suggests that PublicSquare could adopt or hold digital assets such as Bitcoin (BTC) or Ethereum (ETH) as part of its treasury, a development that could influence crypto market sentiment and institutional adoption trends. Source: Eleanor Terrett.

According to @MilkRoadDaily, a surge of new digital asset treasury companies is reshaping the crypto market by developing structured, investable strategies focused on major cryptocurrencies such as BTC, ETH, and SOL. These firms are moving beyond simply holding digital assets, instead offering sophisticated portfolio management solutions that could influence liquidity and trading volumes for these tokens. Source: @MilkRoadDaily