The post Crypto Treasuries Take Massive Damage As Bitcoin Falls appeared on BitcoinEthereumNews.com.

Crypto-focused treasury companies are facing renewed strain as the latest market downturn erodes asset values and erases equity cushions that once appeared durable. In a November 7 post on X, crypto analysis platform CryptoQuant reported that falling token prices have narrowed financial buffers across the sector. That contraction has weakened company valuations, pushing several treasuries to adopt defensive balance-sheet moves in an effort to reassure shareholders. Sponsored Bitcoin Treasuries Lean Into Caution as Losses Deepen According to the report, Bitcoin-heavy firms are absorbing the sharpest losses. BTC has fallen more than 16% this month and briefly slipped under the $100,000 mark, and that pressure has rippled directly into corporate portfolios. For context, Strategy, the largest corporate holder of Bitcoin with more than 675,000 BTC, has seen its purchases slow sharply in recent months. The company has shifted from buying thousands of coins to only a few hundred. Market analysts say the softer buying pace reflects the combined weight of Bitcoin’s slide and Strategy’s weaker equity performance. As a result, the shift has coincided with a reversal in its MSTR stock price, which has dropped roughly 53% from its all-time high to about $241.93. MicroStrategy’s MSTR Price Performance. Source: CryptoQuant Sponsored At the same time, Metaplanet, listed on the Tokyo Stock Exchange, finds itself in a similar position. The company holds 30,823 BTC at an average cost basis of $106,000, leaving it with more than $120 million in unrealized losses at current prices As a result, its stock has dropped by more than 80% from its peak, compressing market net asset value and prompting a share buyback program designed to restore confidence. Altcoin Treasuries Absorb Steep Markdowns Altcoin-focused treasury companies are also feeling the pressure, as the broader market downturn drives steep markdowns across their portfolios. Sponsored Their positions have weakened…

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Filed under: News - @ November 8, 2025 3:32 pm