Crypto treasury model loses its edge as stock premiums fade: DWF
Published . Updated .
Most DATs now trade below the value of their crypto holdings, weakening a financing model that once helped companies expand their balance sheets.
Directly affected
- CRCW Crypto
Named in this report.
Indirectly affected
- IBIT iShares Bitcoin Trust
This price moves with the crypto market
- COIN Coinbase
The crypto exchange moves with trading volumes
- MSTR Strategy
This company's value is tied to its bitcoin holdings
- MARA MARA Holdings
Bitcoin miners move with the bitcoin price
- RIOT Riot Platforms
Bitcoin miners move with the bitcoin price
- HOOD Robinhood
Retail trading apps move with crypto volumes
- EDV VANGUARD EXTENDED DURATION TREASURY ETF
GA selected EDV as a RELATED security because its canonical security name directly matches this event's themes: treasury. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- GOVZ ISHARES 25 YEAR TREASURY STRIPS BOND ETF
GA selected GOVZ as a RELATED security because its canonical security name directly matches this event's themes: treasury. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- APRJ INNOVATOR PREMIUM INCOME 30 BARRIER ETF - APRIL
GA selected APRJ as a RELATED security because its canonical security name directly matches this event's themes: premiums. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- BALQ ISHARES NASDAQ PREMIUM INCOME ACTIVE ETF
GA selected BALQ as a RELATED security because its canonical security name directly matches this event's themes: premiums. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Most DATs now trade below the value of their crypto holdings, weakening a financing model that once helped companies expand their balance sheets.
Source: Cointelegraph
The price since 24 Sep 2026: Vanguard Extended Duration Treasury Etf (EDV) versus the S&P 500
Since the first closing price after “Crypto treasury model loses its edge as stock premiums fade: DWF,” Vanguard Extended Duration Treasury Etf (EDV) is -0.71%. The S&P 500 fund (SPY) is -0.62% over the same days, a -0.09% difference versus the market.
Who gains and who loses around Vanguard Extended Duration Treasury Etf (EDV)
Companies tied to this story
- EDV Vanguard Extended Duration Treasury Etf
For “Crypto treasury model loses its edge as stock premiums fade: DWF,” Vanguard Extended Duration Treasury Etf (EDV) is linked, with no stored direction, medium confidence. Reason on file: GA selected EDV as a RELATED security because its canonical security name directly matches this event's themes: treasury. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GOVZ Ishares 25 Year Treasury Strips Bond Etf
In “Crypto treasury model loses its edge as stock premiums fade: DWF,” Ishares 25 Year Treasury Strips Bond Etf (GOVZ) is linked, with no stored direction, medium confidence. Reason on file: GA selected GOVZ as a RELATED security because its canonical security name directly matches this event's themes: treasury. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- APRJ Innovator Premium Income 30 Barrier Etf - April
Innovator Premium Income 30 Barrier Etf - April (APRJ) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Crypto treasury model loses its edge as stock premiums fade: DWF.” Reason on file: GA selected APRJ as a RELATED security because its canonical security name directly matches this event's themes: premiums. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BALQ Ishares Nasdaq Premium Income Active Etf
For “Crypto treasury model loses its edge as stock premiums fade: DWF,” Ishares Nasdaq Premium Income Active Etf (BALQ) is linked, with no stored direction, medium confidence. Reason on file: GA selected BALQ as a RELATED security because its canonical security name directly matches this event's themes: premiums. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BAMG Brookstone Growth Stock Etf
In “Crypto treasury model loses its edge as stock premiums fade: DWF,” Brookstone Growth Stock Etf (BAMG) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BAMV Brookstone Value Stock Etf
Brookstone Value Stock Etf (BAMV) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Crypto treasury model loses its edge as stock premiums fade: DWF.” Reason on file: GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Vanguard Extended Duration Treasury Etf (EDV)
On 24 Sep 2026, “Crypto treasury model loses its edge as stock premiums fade: DWF” is the story that connects Vanguard Extended Duration Treasury Etf (EDV) to this story.
The link for Vanguard Extended Duration Treasury Etf (EDV) is this: GA selected EDV as a RELATED security because its canonical security name directly matches this event's themes: treasury. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Ishares 25 Year Treasury Strips Bond Etf (GOVZ) is here too. Its reason reads: GA selected GOVZ as a RELATED security because its canonical security name directly matches this event's themes: treasury. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates and price levels for Vanguard Extended Duration Treasury Etf (EDV)
APRJ traded between 24.59 and 25.05 across 20 sessions. The latest close on file is 24.66. EDV traded between 53.39 and 60.42 across 20 sessions. The latest close on file is 56.97. GOVZ traded between 29.90 and 33.87 across 20 sessions. The latest close on file is 32.20.
A simple score for Vanguard Extended Duration Treasury Etf (EDV)
46 out of 100
“Crypto treasury model loses its edge as stock premiums fade: DWF” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.