Sequans sold its last 314 BTC. zero crypto left on the balance sheet

a treasury company with no treasury)

DWF Ventures went through the 20 largest crypto treasury companies
16 of them trade below the coins they hold
still above water: Bit Digital, Strive, Hyperliquid Strategies, BitMine

the model needed a premium on the stock
sell shares, buy crypto, repeat
at a discount every new share just burns the holders

Strategy's last weekly update: no $BTC
bought, no shares sold
$176.3 million went into buying back its STRC preferreds instead

the buyer that carried this cycle is sitting on its hands

same as me, for what it's worth. I hold no bitcoin at the moment, only BNB and stables
#BitcoinFallsToAround$84,600ThisWeek #SpotBitcoinETFsInflow$2.31BInFourDays #BitcoinFallsBelow$83,000