{"id":174022,"date":"2026-06-03T02:00:37","date_gmt":"2026-06-03T02:00:37","guid":{"rendered":"https:\/\/mycryptomania.com\/?p=174022"},"modified":"2026-06-03T02:00:37","modified_gmt":"2026-06-03T02:00:37","slug":"crypto-treasury-flows-lose-steam-marking-deepest-drop-since-2024","status":"publish","type":"post","link":"https:\/\/mycryptomania.com\/?p=174022","title":{"rendered":"Crypto Treasury Flows Lose Steam, Marking Deepest Drop Since 2024"},"content":{"rendered":"

Bitcoin carried nearly all of May\u2019s inflows. Monthly flows into crypto treasury companies dropped to $180 million for the month, the weakest level since October 2024, and Bitcoin<\/a>-linked firms accounted for almost all of it with $177 million. Smaller additions went to ZCash, Story and Sui, while Litecoin posted a $1.89 million outflow.<\/p>\n

The fall was steep. May\u2019s total was down 95% from April\u2019s $4.4 billion and about 93% below the monthly average from January through May, after March and April each cleared $4 billion.<\/p>\n

From Election Surge To Slower 2025<\/h2>\n

The latest drop comes after a sharp burst of buying late last year, when DAT inflows climbed past $12 billion after the 2024 US election results and a friendlier policy backdrop.<\/p>\n

DefiLlama\u2019s figures show<\/a> the trend then cooled through 2025, staying below $10 billion a month until late summer before slipping again.<\/p>\n

That left treasury firms with a tougher pitch. The market crash that followed added pressure, and companies that rely on token accumulation alone now face more scrutiny from investors than they did during the boom.<\/p>\n

Yield Pressure Is Reshaping Treasury Firms<\/h2>\n

Galaxy Digital<\/a> has argued that the old buy-and-hold approach no longer carries the same weight, and that treasury firms need to put assets to work through staking, validator services, DeFi lending or other active uses.<\/p>\n

Patrick Ngan of Zeta Network Group said companies holding Bitcoin need to show they can do more than park the asset on a balance sheet, while businesses with real cash flow may be better placed than pure holders.<\/p>\n

Arthur Firstov of Mercuryo said ETFs give institutions a low-cost, liquid way to get straightforward crypto exposure, which makes it harder for listed treasury firms to keep trading at a premium.<\/p>\n

He added that staking can help proof-of-stake treasuries produce revenue, but it cannot fix weak operations, heavy dilution or balance-sheet losses.<\/p>\n

The shift is already visible in hybrid models. Grant Cardone has linked Bitcoin with multifamily housing in a treasury-style structure that also draws on rental income and property gains to support more BTC buying.<\/p>\n

For now, the numbers show a sector that has lost speed fast. Bitcoin still dominates the field, but the latest data leaves little doubt that the easy money phase has faded.<\/p>\n

Featured image from Unsplash, chart from TradingView<\/em><\/p>","protected":false},"excerpt":{"rendered":"

Bitcoin carried nearly all of May\u2019s inflows. Monthly flows into crypto treasury companies dropped to $180 million for the month, the weakest level since October 2024, and Bitcoin-linked firms accounted for almost all of it with $177 million. Smaller additions went to ZCash, Story and Sui, while Litecoin posted a $1.89 million outflow. The fall […]<\/p>\n","protected":false},"author":0,"featured_media":174023,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-174022","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-discovery"],"_links":{"self":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/174022"}],"collection":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=174022"}],"version-history":[{"count":0,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/174022\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/media\/174023"}],"wp:attachment":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=174022"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=174022"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=174022"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}