Pantera Capital sees ‘brutal pruning’ for crypto treasuries in 2026

💡 DMK Insight

Pantera Capital’s forecast of consolidation in corporate crypto treasuries signals a pivotal shift in market dynamics. With SOL currently at $128.24, this trend could mean larger players will leverage their positions, potentially pushing prices higher while smaller entities may struggle or be acquired. Traders should watch for how this consolidation affects liquidity and price volatility in the coming months. If major firms start accumulating SOL, we could see a bullish trend, especially if it breaks above key resistance levels. Conversely, if smaller players exit the market, it might create short-term volatility that savvy traders can exploit. Keep an eye on institutional buying patterns and any shifts in market sentiment, as these will be critical indicators of future price movements.