Market Research / DATs

Digital asset treasuries, marked to the chain.

The public companies holding bitcoin and ether now move the market they are exposed to. Track what each one holds, what it paid, and how the equity trades against the assets behind it.

Hold the disclosure against the chain

A filing states a position at a date. The addresses behind it settle continuously, so the two together say more than either does, and the gap between them is worth watching.

  • Reported holdings

    What the company has disclosed

  • On-chain balances

    What the tracked addresses hold now

  • Purchases and sales

    Movements as they settle

Value the treasury as the market moves

Mark every holding continuously rather than at the last filing, so the position is worth what the market says today and cost basis is never guesswork.

  • Live mark

    Holdings valued at current prices

  • Cost basis

    What was paid, and when

  • Unrealised move

    The gap between the two

Treasuries
Strategy
$58.4B+1.8%
Bitmine
$12.6B+4.2%
Marathon
$5.18B-0.9%
Metaplanet
$3.42B+2.6%
SLSharpLink
$2.14B+3.1%
StrategymNAV
1.42x+3.4%

Track the whole cohort, not one name

Treasury companies now behave as a group. Compare them on holdings, cost basis, and how their equity tracks the asset, and the outliers are obvious.

  • Side by side

    Every treasury on shared measures

  • Equity vs. asset

    How the stock tracks what it holds

  • Crypto and equities

    Both sides of the trade in one view

Treasury coverage on both sides of the trade

Markets in one view
Crypto + TradFi
Digital assets
130,000+
Holdings marked to market
Real-time

Disclosed positions, tracked addresses, and listed equities in one workspace. It is the only way to read a treasury company as what it is: a leveraged position with a share price.

Every tool takes a treasury company as an input.

The research tools are not a separate product. Point any of them at a treasury company and it works the way it does everywhere else, on the same data this page is built from.

Compare

Holdings, treasury value, and the premium on it

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Correlation

What a treasury company actually moves with, measured

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Relationships

Every record a treasury company connects to, in one graph

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Indicators

Sentiment, dominance, and volatility, read together

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Notes and discussion

Argue about it where it sits

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