🚀 DATs Face Challenges Amid Market Volatility

According to Odaily, DAT offers investors exposure to underlying digital assets by packaging them into securities regulated by the U.S. Securities and Exchange Commission (SEC). The aim is to outperform the underlying assets through strategies that maximize returns. A key metric for assessing DAT's performance is the market net asset value (mNAV), which compares the company's enterprise value to its digital asset holdings.

Investment bank Macquarie highlights that the viability of DAT is closely linked to the equity premium relative to net asset value. If this premium erodes or turns into a discount, the model could face significant challenges. During crypto market downturns, mNAV may fall below 1, indicating that the company's trading price is lower than its crypto asset holdings, potentially forcing DATs to sell some tokens for liquidity.

Carol Alexander, a finance professor at Sussex University, notes that the DAT model seems to attract participants driven by marketing, hype, and easy access to capital, rather than enduring business fundamentals, suggesting the sector is currently in a bubble. James Butterfill, head of research at CoinShares, also states that "the bubble has clearly burst," but anticipates that DAT may evolve in the future. Strategy has announced a $1.44 billion reserve to support dividend payments and debt repayment, aiming to shield itself from market downturns.

#DAT #marketvolatility #digitalassets #SEC #investment #mNAV #equitypremium #cryptomarket #liquidity #bubble #businessfundamentals #CoinShares #Macquarie #CarolAlexander #JamesButterfill #cryptobubble

🚀 Digital Asset Treasury Bubble Bursts, CoinShares Report Reveals

According to Odaily, CoinShares' Head of Research, James Butterfill, has released a report indicating that the bubble surrounding digital asset treasury companies (DAT) has largely burst. By the summer of 2025, companies that were trading at three to ten times their market net asset value (mNAV) have now fallen to approximately one times or lower. This trading model, which once viewed token treasuries as growth engines, has experienced a significant correction. The future trajectory of these companies depends on market behavior: either prices will drop, leading to disorderly sell-offs, or companies will maintain their positions and wait for a rebound. An improved macroeconomic environment and a potential interest rate cut in December could provide support for cryptocurrencies.

#DigitalAssets #Cryptocurrency #Treasury #MarketCorrection #CoinShares #CryptoMarket #InterestRates #Macroeconomics

🚀 Digital Asset ETPs See Continued Inflows Amid Improving Market Sentiment

According to Odaily, CoinShares' latest report reveals that digital asset exchange-traded products (ETPs) have experienced a second consecutive week of inflows, totaling $716 million this week, indicating a continued improvement in market sentiment. The inflows were distributed globally, with the United States, Germany, and Canada contributing $483 million, $96.9 million, and $80.7 million, respectively. Bitcoin attracted $352 million, while XRP and Chainlink also performed well, recording inflows of $245 million and $52.8 million, respectively, the latter marking a record high. Short Bitcoin products saw outflows of $18.7 million, the largest since March 2025, suggesting that negative sentiment may have reached its lowest point. Although total assets under management have rebounded to $180 billion, they remain significantly below the all-time high of $264 billion.

#DigitalAssetETPs #MarketSentiment #CoinShares #Inflows #Bitcoin #XRP #Chainlink #ShortBitcoin #AssetsUnderManagement #Crypto #ETPs #BTC #LINK

🚀 France Adjusts Policy on Retail Crypto Index ETNs

According to ChainCatcher, the French Financial Markets Authority (AMF) has recently revised its policy to permit the retail sale of cryptocurrency index ETNs and remove the warning label requirement for eligible products. This move aligns with the UK's decision to lift the retail crypto ETN ban in October 2025 and Nordea Bank's plan to offer Bitcoin ETPs in December, marking a regional shift in regulatory approaches.

Data indicates that CoinShares holds a 32% share of asset management in the European cryptocurrency ETP market, with its physical platform seeing a net inflow of $1 billion since the beginning of the year. The European crypto ETN market has recorded an inflow of €2.5 billion this year. These regulatory changes expand the potential market reach, including 14 million active retail investors in the UK, nearly a quarter of adults in France holding financial investments, and 9 million private clients in the Nordic region.

#France #Cryptocurrency #RetailCrypto #ETN #AMF #RegulatoryChanges #UK #NordeaBank #CoinShares #ETP #CryptoETN #EuropeanMarket #CryptoInvestments #RetailInvestors #NordicRegion #CryptoPolicy

🚀 Digital Asset Outflows Continue Amid Market Uncertainty

According to Foresight News, CoinShares has released its latest weekly report indicating that digital asset products experienced outflows of $446 million last week. This brings the total outflows since October 10 to $3.2 billion, suggesting that market sentiment has not fully recovered. The outflows were predominantly from the United States, while Germany saw continued inflows, highlighting selective buying during recent price weakness. Notably, XRP and Solana ETFs have consistently attracted inflows since their launch, contrasting with the ongoing outflows from Bitcoin and Ethereum during the same period.

#DigitalAssets #CryptoOutflows #MarketUncertainty #Bitcoin #Ethereum #XRP #Solana #ETFs #CoinShares #Cryptocurrency #SOL #BTC

🚀 Global Digital Asset Inflows Projected to Reach $47.2 Billion by 2025

According to ChainCatcher, CoinShares has released its 2025 Digital Asset Fund Flows Report, projecting global digital asset inflows to reach $47.2 billion, slightly below the record set in 2024. The United States continues to dominate fund flows, while Germany and Canada have shown a significant reversal from outflows in 2024 to strong inflows.

Bitcoin inflows have significantly decreased, whereas Ethereum, Ripple, and Solana have seen substantial growth in inflows, indicating a shift towards certain altcoins. Inflows for other altcoins have decreased by 30% year-on-year.

The beginning of 2026 has also seen a strong start, with $671 million in inflows last Friday. Combined with the previous week's outflows, the cumulative inflows for the week reached $582 million.

#DigitalAssets #GlobalInflows #CryptoMarket #Bitcoin #Ethereum #Ripple #Solana #Altcoins #CryptoTrends #2025Forecast #CoinShares #FundFlows #Blockchain #BTC #SOL #XRP

🚀 Digital Asset Investment Products Experience Significant Outflows Amid Fed Rate Expectations

According to PANews, recent data from CoinShares reveals that digital asset investment products saw a net outflow of $454 million last week. Over the past four days, the cumulative outflow reached $1.3 billion, nearly offsetting the $1.5 billion inflow recorded at the beginning of the year. This trend is largely attributed to diminished expectations of a Federal Reserve rate cut in March.

The U.S. market experienced a net outflow of $569 million, while Germany, Canada, and Switzerland recorded inflows of $58.9 million, $24.5 million, and $21 million, respectively. Bitcoin and Ethereum saw outflows of $405 million and $116 million, respectively. In contrast, Solana, XRP, and Sui experienced inflows of $32.8 million, $45.8 million, and $7.6 million, respectively.

#DigitalAsset #InvestmentProducts #Outflows #FedRate #Bitcoin #Ethereum #Solana #XRP #Sui #MarketTrends #Crypto #CoinShares #BTC #SOL #SUI

🚀 Digital Asset Investment Sees Record Inflows Amid Market Volatility

According to PANews, CoinShares' latest weekly report reveals that digital asset investment products experienced inflows of $2.17 billion last week, marking the largest weekly inflow since October 10, 2025. Early in the week, inflows were particularly strong, but market sentiment turned negative by Friday due to escalating diplomatic tensions in Greenland and threats of additional tariffs, resulting in outflows of $378 million. Additionally, speculation that Kevin Hassett, a prominent policy dove, might remain in his current position as the next Federal Reserve Chair also pressured market sentiment.

Regionally, market sentiment was generally positive, with the United States leading the inflows at $2.05 billion. Germany, Switzerland, Canada, and the Netherlands followed with inflows of $63.9 million, $41.6 million, $12.3 million, and $6 million, respectively. Bitcoin led the inflows with $1.55 billion. Despite the U.S. Senate Banking Committee's CLARITY Act potentially limiting stablecoin yield offerings, Ethereum and Solana recorded inflows of $496 million and $45.5 million, respectively. Several altcoins also saw inflows, notably XRP with $69.5 million, Sui with $5.7 million, LIDO with $3.7 million, and Hedera with $2.6 million. Blockchain stocks performed exceptionally well this week, with total inflows reaching $72.6 million.

#DigitalAssetInvestment #RecordInflows #MarketVolatility #PANews #CoinShares #Bitcoin #Ethereum #Solana #XRP #Sui #LIDO #Hedera #BlockchainStocks #StablecoinYield #U.S.Senate #FederalReserve #DiplomaticTensions #Tariffs #GlobalMarket #BTC #SOL #ETH

🚀 CoinShares and Vine Hill Progress in SEC Filing for Merger

Digital asset management firm CoinShares and special purpose acquisition company Vine Hill (VCIC) have announced the submission of a revised draft registration statement on Form F-4 to the U.S. Securities and Exchange Commission (SEC) on February 2, 2026. According to Foresight News, this submission follows the initial confidential draft registration statement submitted on November 21, 2025, marking ongoing progress in the regulatory review process for their merger.

The merger is proceeding as planned, contingent upon customary closing conditions. These include obtaining approval from the shareholders of both CoinShares and Vine Hill, securing necessary acts from the Royal Court of Jersey, the effectiveness of the Form F-4, and approval from local regulatory authorities. A related hearing is scheduled for February 17, 2026.

#CoinShares #VineHill #SECfiling #merger #digitalassets #SPAC #F4 #regulatoryreview #shareholderapproval #JerseyCourt #localregulations

🚀 CoinShares Launches Staking HYPE ETP with Institutional Investment Opportunity

CoinShares has introduced a staking HYPE ETP, offering investors a regulated, institutional-grade opportunity to invest in native Hyperliquid HYPE tokens. According to Foresight News, this product comes with a management fee of 0% and an annual yield of 0.5%.

#CoinShares #Staking #HYPEETP #InstitutionalInvestment #Hyperliquid #HYPETokens #ManagementFee #AnnualYield #ForesightNews

🚀 CoinShares Launches BNB Staking ETP With On-Chain Yield and 0% Fees

CoinShares has launched a new BNB Staking ETP, offering regulated exposure to BNB while allowing investors to earn on-chain staking rewards with zero management fees.The product expands institutional access to yield-generating crypto investment vehicles.

#CoinShares #BNBStakingETP #crypto #stakingrewards #institutionalaccess #cryptoinvestment #0percentfees

🚀 Digital Asset Investment Products See $619 Million Net Inflows Amid Iran Crisis

Digital asset investment products experienced net inflows totaling $619 million last week, as reported by CoinShares. According to NS3.AI, the market's initial response to the Iran crisis contributed to the demand for these products. During the first three days of the week, net inflows reached $1.44 billion. However, Thursday and Friday saw outflows amounting to $829 million, despite non-farm payrolls data being significantly weaker than anticipated.

#DigitalAsset #InvestmentProducts #NetInflows #IranCrisis #CoinShares #NS3AI #MarketResponse #NonFarmPayrolls #Outflows

🚀 Digital Asset Investment Sees Resilience Amid Market Volatility

Digital asset investment products experienced a net inflow of $619 million last week, indicating resilience despite market fluctuations caused by the situation in Iran. According to BlockBeats, Coinshares' latest weekly report reveals that early in the week, market sentiment was optimistic, with inflows reaching $1.44 billion over the first three days. However, rising oil prices led to outflows of $829 million on Thursday and Friday.

Regionally, the United States emerged as the primary source of inflows, recording $646 million. In contrast, Europe, Asia, and Canada saw outflows of $23.8 million, $2.2 million, and $3.6 million, respectively, reflecting a more cautious approach from investors in these areas.

In terms of assets, Bitcoin continued to dominate the flow of funds, with a net inflow of $521 million last week. Ethereum and Solana also saw inflows of $88.5 million and $14.6 million, respectively. Additionally, Uniswap and Chainlink received modest inflows of approximately $1.4 million each. Among major assets, only XRP experienced significant outflows, totaling around $30.3 million.

The report suggests that despite heightened geopolitical tensions and rising oil prices, the overall flow of funds indicates that investors maintain a relatively positive sentiment towards the digital asset class.

#DigitalAssets #Investment #MarketVolatility #Bitcoin #Ethereum #Solana #Uniswap #Chainlink #XRP #CryptoInvestment #Geopolitics #OilPrices #InvestorSentiment #Coinshares #BlockBeats #BTC #ETH #SOL

🚀 Expert: Geopolitical Tensions Drive Bitcoin's Recent Rise

James Butterfill, head of research at CoinShares, has highlighted the influence of geopolitical factors on Bitcoin's recent performance. According to NS3.AI, Bitcoin has increased by 6% since the onset of the Middle East conflict, despite a decrease in U.S. rate cut expectations to 23%. Butterfill emphasized the significance of this trend, noting that Bitcoin's rise has occurred alongside three consecutive weeks of net inflows into crypto-related products, indicating that institutions are maintaining their Bitcoin holdings amid the ongoing turmoil.

#GeopoliticalTensions #BitcoinRise #MiddleEastConflict #CryptoInflows #InstitutionalInvestors #BitcoinPerformance #CoinShares #JamesButterfill #RateCutExpectations #CryptoProducts #BTC

🚀 CoinShares Files for ETFs Targeting Bitcoin Volatility

CoinShares has submitted applications for three U.S. exchange-traded funds (ETFs) designed to focus on Bitcoin volatility rather than its price. According to NS3.AI, these ETFs will utilize the Valkyrie ETF Trust II structure and aim to track the CME CF Bitcoin Volatility Index. The primary fund is anticipated to be listed on Nasdaq with the ticker symbol CBIX. The 75-day effective period for these filings commenced on Monday, March 23, which means the funds could potentially start trading by early June 2026, provided there are no objections or delays from the Securities and Exchange Commission (SEC).

#CoinShares #ETFs #BitcoinVolatility #ValkyrieETFTrustII #CMEBitcoinVolatilityIndex #Nasdaq #CBIX #SEC #ETFfilings #Bitcoin #BTC

🚀 Digital Asset Investment Products See Significant Outflows Amid Global Tensions

CoinShares has reported a net outflow of $414 million from digital asset investment products last week, marking the first outflow in five weeks. According to Foresight News, this decline is attributed to the ongoing conflict in Iran, inflation concerns, and expectations of interest rate hikes by the Federal Reserve. The total assets under management (AuM) have decreased to $129 billion.

The negative sentiment was predominantly observed in the United States, which saw outflows of $445 million. In contrast, Germany and Canada experienced inflows of $21.2 million and $15.9 million, respectively. Ethereum was notably affected by news related to the Clarity Act, resulting in outflows of $222 million, bringing its total net outflow for the year to $273 million.

Bitcoin experienced outflows of $194 million last week, although it maintains a net inflow of $964 million for the year. Short Bitcoin investment products saw an inflow of $4 million. Solana recorded outflows of $12.3 million, while XRP had inflows of $15.8 million.

#DigitalAsset #InvestmentProducts #Outflows #GlobalTensions #CoinShares #IranConflict #InflationConcerns #FederalReserve #InterestRateHikes #AssetsUnderManagement #Ethereum #ClarityAct #Bitcoin #Solana #XRP #Germany #Canada #BTC #ETH #SOL

🚀 CoinShares to List on Nasdaq via SPAC Merger

CoinShares, a prominent crypto asset manager overseeing $6 billion in assets, is set to list on Nasdaq through a SPAC merger. According to NS3.AI, trading will commence on April 1 under the ticker CSHR. CoinShares had previously achieved a valuation of $1.2 billion through multiple funding rounds.

#CoinShares #Nasdaq #SPACMerger #CryptoAssets #CSHR #Valuation #FundingRounds

🚀 Bitcoin Miners Persist in Selling Amid Declining Hashprice

Large Bitcoin miners have continued to sell their holdings despite a significant drop in hashprice, according to CoinShares. The hashprice fell to $28–$30 in early March, down from approximately $63 last July. According to NS3.AI, CoinShares estimates that 15%–20% of global miners are currently operating at a loss.

#Bitcoin #Miners #Hashprice #CoinShares #NS3AI #Loss #Cryptocurrency #BTC

🚀 Digital Asset Investment Products See $224 Million Weekly Inflows

Digital asset investment products experienced net weekly inflows totaling $224 million, according to CoinShares. Bitcoin was a significant contributor, attracting $107.3 million. According to NS3.AI, the week also saw minor outflows influenced by stronger retail sales data, hawkish investor expectations, and mixed geopolitical signals.

#DigitalAssets #InvestmentProducts #Bitcoin #CoinShares #WeeklyInflows #RetailSales #InvestorExpectations #GeopoliticalSignals #BTC

🚀 Bitcoin Treasury Nakamoto Seeks Shareholder Approval for Reverse Stock Split Amid Nasdaq Delisting Threat

Bitcoin treasury Nakamoto is set to request shareholder approval for a reverse stock split after its shares dropped to $0.21, falling below Nasdaq's $1 minimum requirement. According to NS3.AI, the company received a delisting notice in December. CEO David Bailey mentioned that Nasdaq might offer an additional 180-day extension if the initial vote does not pass. Satish Patel from CoinShares commented that while this move could provide temporary relief, it does not address issues such as dilution, operational losses, or reliance on capital markets.

#BitcoinTreasury #Nakamoto #ReverseStockSplit #NasdaqDelisting #ShareholderApproval #StockSplit #DavidBailey #NS3AI #CoinShares #SatishPatel #CapitalMarkets #OperationalLosses #BTC