Fast facts:
- ➡️ B. Riley downgraded Digital Asset Treasury Companies, citing industry pressures and changing accumulation trends.
- ➡️ Analyst downgrades mark the market’s shift from holding value passively to prioritizing utility and financial efficiency.
- ➡️ LiquidChain accounts for market fragmentation by combining Bitcoin, Ethereum, and Solana liquidity into a single, seamless layer.
- ➡️ Investors are increasingly shifting their focus to infrastructure plays that solve interoperability problems instead of simple corporate proxies.
Investment bank B. Riley has officially lowered its target price on several prominent Digital Asset Treasury Companies (Datcos), signaling a potential shift in how institutional analysts value corporate cryptocurrencies.
The move, which affects large publicly traded entities with significant Bitcoin reserves, reflects growing caution about the correlation between equity valuations and underlying asset volatility.
Analysts at the firm cited industry-wide pressures and weak inventory conditions as key drivers. But to be honest, some dollar figures matter less than a shift in the market’s mindset: a shift from valuing transaction-holding strategies to evaluating operational utility.
When Bitcoin trades sideways or faces resistance, companies that act as profitable proxies often see their premiums erode faster than the asset itself. The data suggests that the “proxy trading” fever that reigned at the beginning of the year is cooling, with investors beginning to seek more than just exposure to beta.
This restructuring coincides with a macroeconomic environment where the cost of capital remains high. That makes the carrying costs of non-productive assets a focus area for equity researchers. While Datcos have historically performed very well during bull runs, the current market structure is forcing a re-evaluation of financial performance.
The smart money is looking beyond companies that simply store value, looking instead at infrastructure deals that deliver value and generate yield through activity.
You can see this shift in the difference between static equity proxies and the growing interest in specialized infrastructure layers. As the traditional “hold and hope” strategy faces analyst storms, money is flowing toward solutions that address a persistent industry bottleneck: diversification.
It is within this currency space that LiquidChain ($LIQUID) has begun to capture the market’s attention, positioning itself as the connective tissue of a disjointed ecosystem.
You can buy $LIQUID here.
Beyond Passive Holding: The Shift Toward Unified Execution Layers
Although the commentators of B. Riley downgrades the concept of treasury models, smart money accounts are shifting to Layer 3 (L3) infrastructure designed to integrate the crypto economy.
The main problem is not the lack of assets, Datcos owns huge wealth, but the inability to use them properly. Right now, liquidity is deadlocked: Bitcoin is still stuck in its secure but robust network, Ethereum is struggling with killer costs during peak demand, and Solana is operating as a high-speed island.
LiquidChain ($LIQUID) addresses this capital inefficiency with a Unified Liquidity Layer. Unlike traditional bridges (which often rely on vulnerable wrapping methods), LiquidChain serves as a dedicated execution platform that combines the liquidity of Bitcoin, Ethereum, and Solana.
For developers, this represents a paradigm shift: ‘Deploy-Once Architecture’ where a single application reaches users and assets from three major supply chains simultaneously. This resource-driven approach offers a stark contrast to the passive accumulation models currently undercut by Wall Street.
By solving the complexity of user flows that plague DeFi, the protocol creates verifiable demand for its infrastructure, independent of asset price speculation.
Check out the $LIQUID presale now.
LiquidChain ($LIQUID) Integrates Bitcoin, Ethereum, and Solana Ecosystems
Technically, LiquidChain ($LIQUID) positions itself as the fuel for the next cycle of collaboration. The secret sauce here is the Cross-Chain Virtual Machine (VM), which enables one-step execution across different networks.
In a typical scenario, a user’s money moving from Bitcoin to Solana faces many friction points, high fees, and payment delays. LiquidChain compresses this into a verified payment process that feels immediate to the end user.
This infrastructure is important because it unlocks liquidity that is currently lying in treasury reserves and cut-off wallets. By enabling ‘Liquidity Staking’ and providing developer grants, the project promotes the migration of capital from static storage to active use.
The risk of legacy chains is irrelevant in a multi-chain future; LiquidChain mitigates this by allowing legacy assets like $BTC to work natively within complex DeFi applications.
As the market digests B’s idea. Consistent with Riley’s treasury, the focus is logically on deals that generate cash flow rather than simply expanding balance sheets.
Explore other options in and around LiquidChain.
This article is for informational purposes only and does not constitute financial advice. Cryptocurrency investments, including pre-sales and new deals, carry significant risk, and markets can be volatile. Always do your due diligence before investing.
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