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📉 Solana Treasury Companies Sit on $1.5B+ Unrealized Losses Publicly listed companies holding Solana ($SOL) as a treasury asset are currently facing over $1.5 billion in unrealized losses, based on acquisition data and current prices tracked by CoinGecko. A small group of U.S.-listed firms controls more than 12 million SOL (around 2% of total supply). While none have been forced to sell, equity markets have already priced in the pain, with most stocks trading well below the value of their SOL holdings. 🔍 Where the Losses Are Concentrated Forward Industries holds ~6.9M SOL bought near $230 — now worth ~$84, resulting in $1B+ paper losses Sharps Technology invested ~$389M near the top, now down over 56% DeFi Development Corp and Upexi report smaller losses, but their shares still trade at steep discounts Solana Company has paused accumulation and has not fully disclosed cost basis 📉 Accumulation Has Stalled Most treasury buying occurred between July–October 2025. Since then, no major new purchases or on-chain sales have been reported, signaling caution amid market weakness. 🏦 Equity Markets Signal a Treasury Winter Despite $SOL holding above recent lows, treasury-linked stocks are down 59%–80% over the past six months, reflecting tightening liquidity, compressed mNAV multiples, and reduced capital-raising flexibility. 💡 Bottom Line While losses remain unrealized, the gap between token value and stock prices highlights growing pressure on crypto treasury strategies in a risk-off environment. #Solana #SOL #CryptoTreasury #Write2Earn $SOL {spot}(SOLUSDT)
📉 Solana Treasury Companies Sit on $1.5B+ Unrealized Losses
Publicly listed companies holding Solana ($SOL ) as a treasury asset are currently facing over $1.5 billion in unrealized losses, based on acquisition data and current prices tracked by CoinGecko.
A small group of U.S.-listed firms controls more than 12 million SOL (around 2% of total supply). While none have been forced to sell, equity markets have already priced in the pain, with most stocks trading well below the value of their SOL holdings.
🔍 Where the Losses Are Concentrated
Forward Industries holds ~6.9M SOL bought near $230 — now worth ~$84, resulting in $1B+ paper losses
Sharps Technology invested ~$389M near the top, now down over 56%
DeFi Development Corp and Upexi report smaller losses, but their shares still trade at steep discounts
Solana Company has paused accumulation and has not fully disclosed cost basis
📉 Accumulation Has Stalled Most treasury buying occurred between July–October 2025. Since then, no major new purchases or on-chain sales have been reported, signaling caution amid market weakness.
🏦 Equity Markets Signal a Treasury Winter Despite $SOL holding above recent lows, treasury-linked stocks are down 59%–80% over the past six months, reflecting tightening liquidity, compressed mNAV multiples, and reduced capital-raising flexibility.
💡 Bottom Line While losses remain unrealized, the gap between token value and stock prices highlights growing pressure on crypto treasury strategies in a risk-off environment.
#Solana #SOL #CryptoTreasury #Write2Earn $SOL
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Bikovski
🚨 JUST IN: TRON Foundation Acquires 2,936,645 $TRX — Now Holds ~703,995,335 TRX ($196M) 🚀 Recent on-chain data and official updates show that @TRON_INC has increased its TRX stash by 2,936,645 tokens, bringing its total holdings to ~703,995,335 $TRX (~$196M at current prices). Included in that hoard is 33,000,000 TRX (~$9.1M) earned as staking yield, showing the network’s Treasury isn’t just holding — it’s earning yield while stacking. ⸻ 📊 What This Means 🟢 1) Big Stack by the Foundation TRON’s official balance now sits near 700M+ TRX, placing it among the largest on-chain holders globally. This size means the foundation has significant influence over liquidity and staking distribution. 🪙 2) Staking Yield Strategy 33M TRX was added through yield — not purchase. This shows TRON’s economic design is working: ➡ TRX stakers are earning yield ➡ Foundation reinvesting yields into growth ⚡ 3) Confidence Signal Large additions to treasury holdings — especially by a protocol’s own foundation — usually imply strong confidence in the project’s long-term vision and ecosystem growth. ⸻ 🧠 Why Traders Should Care 📌 Bullish Narrative for TRX Holders A foundation holding and stacking large amounts of its native token typically influences market psychology positively. Retail & institutional sentiment tends to react favorably to big Treasury movement. 📌 Liquidity & Supply Dynamics If TRON continues accumulating instead of selling, it reduces circulating pressure, potentially supporting price floors over time. 📌 Staking Yield Gets Spotlight 33M TRX from staking yield highlights decentralization incentives — real utility turning into network growth. ⸻ 📣 TRON just stacked ~2.94M more TRX — now holding 703M ($196M)! 😤 33M of that came from staking yield — Treasury stacking while the market sleeps. 🥷 #TRON #TRX #StackAndEarn #CryptoTreasury #StakingYield ⸻ $TRX {future}(TRXUSDT)
🚨 JUST IN: TRON Foundation Acquires 2,936,645 $TRX — Now Holds ~703,995,335 TRX ($196M) 🚀

Recent on-chain data and official updates show that @TRON_INC has increased its TRX stash by 2,936,645 tokens, bringing its total holdings to ~703,995,335 $TRX (~$196M at current prices).

Included in that hoard is 33,000,000 TRX (~$9.1M) earned as staking yield, showing the network’s Treasury isn’t just holding — it’s earning yield while stacking.



📊 What This Means

🟢 1) Big Stack by the Foundation

TRON’s official balance now sits near 700M+ TRX, placing it among the largest on-chain holders globally. This size means the foundation has significant influence over liquidity and staking distribution.

🪙 2) Staking Yield Strategy

33M TRX was added through yield — not purchase. This shows TRON’s economic design is working:
➡ TRX stakers are earning yield
➡ Foundation reinvesting yields into growth

⚡ 3) Confidence Signal

Large additions to treasury holdings — especially by a protocol’s own foundation — usually imply strong confidence in the project’s long-term vision and ecosystem growth.



🧠 Why Traders Should Care

📌 Bullish Narrative for TRX Holders
A foundation holding and stacking large amounts of its native token typically influences market psychology positively. Retail & institutional sentiment tends to react favorably to big Treasury movement.

📌 Liquidity & Supply Dynamics
If TRON continues accumulating instead of selling, it reduces circulating pressure, potentially supporting price floors over time.

📌 Staking Yield Gets Spotlight
33M TRX from staking yield highlights decentralization incentives — real utility turning into network growth.



📣 TRON just stacked ~2.94M more TRX — now holding 703M ($196M)! 😤

33M of that came from staking yield — Treasury stacking while the market sleeps. 🥷

#TRON #TRX #StackAndEarn #CryptoTreasury #StakingYield

$TRX
Forward Industries: $600M SOL Treasury, $1B Paper Loss — Still Playing Offense Forward Industries holds nearly 7M SOL (~$600M), making it the largest publicly listed Solana treasury company — even after a $1B+ unrealized loss as SOL slid from its $232 avg buy price to around $85. Stock followed suit: $40 → ~$5. Why they’re different: 🛡 Zero corporate debt = no forced selling, no margin calls ⚔️ Management sees downturns as buy zones, not survival mode 💰 Backed by Galaxy Digital, Jump Crypto, Multicoin via a $1.65B PIPE (2025) 🧾 Holdings > next three competitors combined What they do with SOL: 🔁 Stake at 6–7% yield 🪙 Issue fwdSOL (liquid staking token) 🏦 Borrow against it on DeFi (Kamino) at lower cost than staking yield ♻️ Turn idle SOL into working capital Strategic thesis: ⚡ Solana = speed + low fees + finality 🧱 Ethereum = fragmented by L2s, slower base layer 🚀 Meme surge proved Solana can handle mass users + throughput Long-term vision: 🏛 Not a trading shop → a permanent-capital vehicle (Berkshire-style) 🎯 Target: tokenized RWAs, royalties, cash-flow assets 🧩 Industry stress = consolidation opportunity Signal of confidence: Multicoin’s Kyle Samani exits fund role but keeps stake in FWDI shares & warrants, not cash. --- Key Takeaways 🪙 7M SOL treasury with no debt = maximum flexibility 📈 Yield + DeFi leverage = capital efficiency peers can’t match 🧲 Positioned as consolidator of distressed crypto treasury firms 🕰 Thesis depends on Solana becoming consumer & market infra Trade Here👇👇👇 $BTC {spot}(BTCUSDT) $SOL {spot}(SOLUSDT) $ETH {spot}(ETHUSDT) Follow Me For More Updates😜🤯😜 THANKS #ForwardIndustries #CryptoTreasury #GalaxyDigital #DeFi #DigitalAssets
Forward Industries: $600M SOL Treasury, $1B Paper Loss — Still Playing Offense

Forward Industries holds nearly 7M SOL (~$600M), making it the largest publicly listed Solana treasury company — even after a $1B+ unrealized loss as SOL slid from its $232 avg buy price to around $85. Stock followed suit: $40 → ~$5.

Why they’re different:

🛡 Zero corporate debt = no forced selling, no margin calls

⚔️ Management sees downturns as buy zones, not survival mode

💰 Backed by Galaxy Digital, Jump Crypto, Multicoin via a $1.65B PIPE (2025)

🧾 Holdings > next three competitors combined

What they do with SOL:

🔁 Stake at 6–7% yield

🪙 Issue fwdSOL (liquid staking token)

🏦 Borrow against it on DeFi (Kamino) at lower cost than staking yield

♻️ Turn idle SOL into working capital

Strategic thesis:

⚡ Solana = speed + low fees + finality

🧱 Ethereum = fragmented by L2s, slower base layer

🚀 Meme surge proved Solana can handle mass users + throughput

Long-term vision:

🏛 Not a trading shop → a permanent-capital vehicle (Berkshire-style)

🎯 Target: tokenized RWAs, royalties, cash-flow assets

🧩 Industry stress = consolidation opportunity

Signal of confidence:

Multicoin’s Kyle Samani exits fund role but keeps stake in FWDI shares & warrants, not cash.

---

Key Takeaways

🪙 7M SOL treasury with no debt = maximum flexibility

📈 Yield + DeFi leverage = capital efficiency peers can’t match

🧲 Positioned as consolidator of distressed crypto treasury firms

🕰 Thesis depends on Solana becoming consumer & market infra

Trade Here👇👇👇
$BTC
$SOL
$ETH
Follow Me For More Updates😜🤯😜
THANKS

#ForwardIndustries #CryptoTreasury #GalaxyDigital #DeFi #DigitalAssets
🚨 Forward Industries Holds $600M SOL Treasury Despite $1B+ Paper Loss #Solana #sol #CryptoTreasury #GalaxyDigital Forward Industries ($FWDI) now holds ~7 million SOL worth roughly $600M, making it the largest publicly listed Solana treasury company — even as unrealized losses exceed $1B amid the crypto downturn. 📉 The Numbers: Avg SOL entry: $232 SOL now: ~$85 FWDI stock: $40 → ~$5 🧠 Why this matters: Despite heavy drawdowns, Forward carries ZERO corporate debt. CIO Ryan Navi calls this an edge: “Scale plus an unlevered balance sheet lets us play offense while others play defense.” 📊 Strategy Highlights: Stakes SOL at 6–7% yield Uses liquid staking token fwdSOL as DeFi collateral Borrows below staking yield to improve capital efficiency Backed by Galaxy Digital, Jump Crypto, Multicoin Capital 🔍 The Thesis: Forward is betting long-term on Solana’s speed, low fees, and consumer-scale potential, positioning itself as a permanent-capital vehicle, not a short-term trader. 🏗️ Big Picture: As stressed crypto treasury firms trade at deep discounts, Forward aims to become a consolidator — using scale, yield, and balance-sheet discipline to survive the winter and expand. This is conviction investing — not for the weak hands 👀📉📈 🧠 3 Key Takeaways • Largest public SOL treasury (~7M SOL) with zero leverage • Staking + DeFi strategy creates yield above cost of capital • Positioned to lead consolidation in crypto treasury space $SOL {spot}(SOLUSDT)
🚨 Forward Industries Holds $600M SOL Treasury Despite $1B+ Paper Loss
#Solana #sol #CryptoTreasury #GalaxyDigital

Forward Industries ($FWDI) now holds ~7 million SOL worth roughly $600M, making it the largest publicly listed Solana treasury company — even as unrealized losses exceed $1B amid the crypto downturn.

📉 The Numbers:

Avg SOL entry: $232

SOL now: ~$85

FWDI stock: $40 → ~$5

🧠 Why this matters:
Despite heavy drawdowns, Forward carries ZERO corporate debt. CIO Ryan Navi calls this an edge:

“Scale plus an unlevered balance sheet lets us play offense while others play defense.”

📊 Strategy Highlights:

Stakes SOL at 6–7% yield

Uses liquid staking token fwdSOL as DeFi collateral

Borrows below staking yield to improve capital efficiency

Backed by Galaxy Digital, Jump Crypto, Multicoin Capital

🔍 The Thesis:
Forward is betting long-term on Solana’s speed, low fees, and consumer-scale potential, positioning itself as a permanent-capital vehicle, not a short-term trader.

🏗️ Big Picture:
As stressed crypto treasury firms trade at deep discounts, Forward aims to become a consolidator — using scale, yield, and balance-sheet discipline to survive the winter and expand.
This is conviction investing — not for the weak hands 👀📉📈

🧠 3 Key Takeaways

• Largest public SOL treasury (~7M SOL) with zero leverage
• Staking + DeFi strategy creates yield above cost of capital
• Positioned to lead consolidation in crypto treasury space

$SOL
Forward Industries has quietly become the biggest public Solana treasury story most people aren't watching. Holding over 6.97 million $SOL as of early 2026, the company now commands more tokens than DeFi Development Corp and its next two peers combined. That's not just a position — it's dominance in a niche category. What stood out to me isn't the size alone, but the fact that a publicly traded entity is willing to concentrate this heavily on one blockchain. It raises questions about how conviction plays against volatility, especially if institutional flows shift or Solana's narrative cools. For now, Forward is the face of Solana exposure in traditional markets. #solana #CryptoTreasury #sol #Layer1 #PublicMarkets
Forward Industries has quietly become the biggest public Solana treasury story most people aren't watching. Holding over 6.97 million $SOL as of early 2026, the company now commands more tokens than DeFi Development Corp and its next two peers combined. That's not just a position — it's dominance in a niche category.

What stood out to me isn't the size alone, but the fact that a publicly traded entity is willing to concentrate this heavily on one blockchain.

It raises questions about how conviction plays against volatility, especially if institutional flows shift or Solana's narrative cools. For now, Forward is the face of Solana exposure in traditional markets.

#solana #CryptoTreasury #sol #Layer1 #PublicMarkets
🚨 BILLIONAIRE MENTALITY ACTIVATED 🚨 Price action is irrelevant when building a multi-billion dollar treasury. $WLFI holders are playing the long game. ALT5 Sigma already holds 7.3 BILLION $WLFI tokens. That $1 million is just liquidity fuel. Short-term upside is locked in. Share buybacks and token burns ALWAYS drive price action UP. Stop counting pennies and learn to hold for massive gains. #CryptoTreasury #WLFI #LongTermGains #Alpha 🚀 {future}(WLFIUSDT)
🚨 BILLIONAIRE MENTALITY ACTIVATED 🚨

Price action is irrelevant when building a multi-billion dollar treasury. $WLFI holders are playing the long game.

ALT5 Sigma already holds 7.3 BILLION $WLFI tokens. That $1 million is just liquidity fuel.

Short-term upside is locked in. Share buybacks and token burns ALWAYS drive price action UP. Stop counting pennies and learn to hold for massive gains.

#CryptoTreasury #WLFI #LongTermGains #Alpha
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🚨 BILLION DOLLAR TREASURY BUILD IN PROGRESS 🚨 Price is irrelevant when the goal is multi-billion dollar treasury accumulation. $ALT5 Sigma is sitting on 7.3 billion $WLFI tokens. That $15 million is just liquidity fuel. Short term upside is locked in. Stock and token buybacks always drive the price floor higher. Stop focusing on pennies and learn to play the long game. #WLFI #ALT5 #CryptoTreasury #LongTermHold 🚀
🚨 BILLION DOLLAR TREASURY BUILD IN PROGRESS 🚨

Price is irrelevant when the goal is multi-billion dollar treasury accumulation. $ALT5 Sigma is sitting on 7.3 billion $WLFI tokens. That $15 million is just liquidity fuel.

Short term upside is locked in. Stock and token buybacks always drive the price floor higher. Stop focusing on pennies and learn to play the long game.

#WLFI #ALT5 #CryptoTreasury #LongTermHold 🚀
📉 Saylor’s Crypto Project Suffers Major Paper Loss Michael Saylor’s company reported around $12.4 billion in losses, mainly from unrealized markdowns on its large Bitcoin holdings as prices fell sharply. The decline weighed heavily on the firm’s stock and highlighted the risks faced by institutions with crypto-heavy balance sheets. Despite the setback, the company says it still holds strong cash reserves and remains committed to its long-term Bitcoin strategy. #MichaelSaylor #Bitcoin #CryptoTreasury #InstitutionalCrypto #RiskAssets $BTC {spot}(BTCUSDT) $ETH {spot}(ETHUSDT) $XRP {spot}(XRPUSDT)
📉 Saylor’s Crypto Project Suffers Major Paper Loss
Michael Saylor’s company reported around $12.4 billion in losses, mainly from unrealized markdowns on its large Bitcoin holdings as prices fell sharply. The decline weighed heavily on the firm’s stock and highlighted the risks faced by institutions with crypto-heavy balance sheets.
Despite the setback, the company says it still holds strong cash reserves and remains committed to its long-term Bitcoin strategy.
#MichaelSaylor #Bitcoin #CryptoTreasury #InstitutionalCrypto #RiskAssets
$BTC
$ETH
$XRP
🚨 Strategy Can Pay Dividends “Forever” — Michael Saylor Explains Despite a $12.6B Q4 loss and Bitcoin dipping to $63K, Strategy’s dividends are safe. Why: BTC reserve: 713,502 coins (~$45B) Annual dividends: $888M → coverage for 67 years at current BTC Cash reserve: $2.25B → 30 months of dividends without touching BTC Operations strong: revenue up, BTC yield 22.8%, leverage controlled at 13% (half of peers). Worst-case? BTC would need to fall ~90% before reserves equal debt. 💡 Bottom line: Dividends funded, leverage safe, Bitcoin strategy intact. Long-term growth, stress-tested in real time. $BTC $ETH #Binance #BTC #ETH #Strategy #MicroStrategy #CryptoTreasury
🚨 Strategy Can Pay Dividends “Forever” — Michael Saylor Explains
Despite a $12.6B Q4 loss and Bitcoin dipping to $63K, Strategy’s dividends are safe.
Why:

BTC reserve: 713,502 coins (~$45B)

Annual dividends: $888M → coverage for 67 years at current BTC

Cash reserve: $2.25B → 30 months of dividends without touching BTC

Operations strong: revenue up, BTC yield 22.8%, leverage controlled at 13% (half of peers).
Worst-case? BTC would need to fall ~90% before reserves equal debt.

💡 Bottom line: Dividends funded, leverage safe, Bitcoin strategy intact. Long-term growth, stress-tested in real time.

$BTC $ETH
#Binance #BTC #ETH #Strategy #MicroStrategy #CryptoTreasury
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Medvedji
🚨 BREAKING As $BTC slipped below ~$70K, major corporate crypto treasuries are now sitting on heavy paper losses. 🔻 Saylor’s Strategy (BTC) • ~713K BTC on the balance sheet • Avg cost around $76K • BTC below ~$71K → unrealized losses in the billions • $MSTR stock feeling the pressure as well 🔻 Tom Lee’s BitMine (ETH) • ~4.3M ETH treasury • ETH drawdown puts paper losses north of $6B • Despite this, they’re still accumulating → long-term conviction intact 💡 Context matters These are unrealized losses, not forced selling. Balance-sheet pain ≠ immediate liquidation. Big players bought higher. Volatility does the rest. 📌 Takeaway Even the strongest conviction comes with brutal drawdowns. Saylor’s BTC and BitMine’s ETH are underwater but HODL remains the strategy. #Bitcoin #Ethereum #CryptoTreasury #MarketVolatility #WhenWillBTCRebound $BTC {spot}(BTCUSDT) $ETH {spot}(ETHUSDT)
🚨 BREAKING
As $BTC slipped below ~$70K, major corporate crypto treasuries are now sitting on heavy paper losses.
🔻 Saylor’s Strategy (BTC)
• ~713K BTC on the balance sheet
• Avg cost around $76K
• BTC below ~$71K → unrealized losses in the billions
• $MSTR stock feeling the pressure as well
🔻 Tom Lee’s BitMine (ETH)
• ~4.3M ETH treasury
• ETH drawdown puts paper losses north of $6B
• Despite this, they’re still accumulating → long-term conviction intact
💡 Context matters
These are unrealized losses, not forced selling.
Balance-sheet pain ≠ immediate liquidation.
Big players bought higher.
Volatility does the rest.
📌 Takeaway
Even the strongest conviction comes with brutal drawdowns.
Saylor’s BTC and BitMine’s ETH are underwater
but HODL remains the strategy.

#Bitcoin #Ethereum #CryptoTreasury #MarketVolatility #WhenWillBTCRebound $BTC
$ETH
Weekly Reset: Sau cú sập — Dòng tiền đang nói gì?• Tin nóng hôm nay: – Dòng tiền spot BTC ETF ghi nhận hơn $561M inflow → vốn định hướng trở lại spot thay vì phái sinh. – BitMine (Tom Lee) gom thêm ~41,788 ETH ngay cả khi lỗ lớn ~$6.6B paper loss trên kho ETH họ nắm. – MicroStrategy mua 855 BTC ~ $87,974 mỗi coin dù BTC đi dưới giá vốn trước đó. • Ba động thái này giống như ba “bàn tay” lớn đang đặt cược dài hạn, không phải phản ứng ngắn hạn theo biến động giá. • ETF BTC inflow mạnh ngay sau cú sập phản ánh: → Dòng tiền phân hóa — tạm dừng vay margin → chuyển sang nắm giữ thực. Điều này khác với nhiều đợt giảm trước, khi money rời hẳn thị trường. • BitMine vẫn gom ETH dù thị trường yếu — tổ chức của Tom Lee giữ conviction ở mặt crypto yield + treasury hơn là trading. • MicroStrategy tiếp tục tích lũy BTC ngay ở vùng giá rung lắc → đây không phải hành vi của một trader short-term, mà là positioning cho cycle tiếp theo. • Khi cả vàng, chứng khoán và crypto cùng đỏ vài ngày trước, dòng tiền không “chảy sang tài sản khác” ngay, mà tái phân bổ theo kiểu: spot > phái sinh → nắm giữ thực > treasury lớn. • Điều này nói lên hai điều: Một phần dòng tiền đang “chốt lời” vị thế rủi ro lớn (margin, leveraged derivatives).Một lớp vốn khác đặt cược dài hạn, bất chấp điều kiện thị trường hiện tại. • Đây là lý do các ETF inflows, public corporate buys và accumulation vẫn tiếp diễn → không phải vì market đã bull, mà vì market đang ưu tiên sở hữu thực tài sản hơn là phỏng đoán giá. Tóm lại: Market không chối bỏ crypto sau cú sell-off, nó chỉ tạm dịch chuyển dòng vốn từ leverage → nắm giữ thực → institutional conviction. Bạn có nghĩ dòng tiền đang quay trở lại vì “real ownership” hay chỉ là institutional rotation? #Macro #BTC #ETH #InstitutionalFlow #CryptoTreasury {spot}(BTCUSDT) {spot}(ETHUSDT)

Weekly Reset: Sau cú sập — Dòng tiền đang nói gì?

• Tin nóng hôm nay:
– Dòng tiền spot BTC ETF ghi nhận hơn $561M inflow → vốn định hướng trở lại spot thay vì phái sinh.
– BitMine (Tom Lee) gom thêm ~41,788 ETH ngay cả khi lỗ lớn ~$6.6B paper loss trên kho ETH họ nắm.
– MicroStrategy mua 855 BTC ~ $87,974 mỗi coin dù BTC đi dưới giá vốn trước đó.
• Ba động thái này giống như ba “bàn tay” lớn đang đặt cược dài hạn, không phải phản ứng ngắn hạn theo biến động giá.
• ETF BTC inflow mạnh ngay sau cú sập phản ánh:
→ Dòng tiền phân hóa — tạm dừng vay margin → chuyển sang nắm giữ thực.
Điều này khác với nhiều đợt giảm trước, khi money rời hẳn thị trường.
• BitMine vẫn gom ETH dù thị trường yếu — tổ chức của Tom Lee giữ conviction ở mặt crypto yield + treasury hơn là trading.
• MicroStrategy tiếp tục tích lũy BTC ngay ở vùng giá rung lắc → đây không phải hành vi của một trader short-term, mà là positioning cho cycle tiếp theo.
• Khi cả vàng, chứng khoán và crypto cùng đỏ vài ngày trước, dòng tiền không “chảy sang tài sản khác” ngay, mà tái phân bổ theo kiểu:
spot > phái sinh → nắm giữ thực > treasury lớn.
• Điều này nói lên hai điều:
Một phần dòng tiền đang “chốt lời” vị thế rủi ro lớn (margin, leveraged derivatives).Một lớp vốn khác đặt cược dài hạn, bất chấp điều kiện thị trường hiện tại.
• Đây là lý do các ETF inflows, public corporate buys và accumulation vẫn tiếp diễn → không phải vì market đã bull, mà vì market đang ưu tiên sở hữu thực tài sản hơn là phỏng đoán giá.
Tóm lại:
Market không chối bỏ crypto sau cú sell-off, nó chỉ tạm dịch chuyển dòng vốn từ leverage → nắm giữ thực → institutional conviction.
Bạn có nghĩ dòng tiền đang quay trở lại vì “real ownership” hay chỉ là institutional rotation?
#Macro #BTC #ETH #InstitutionalFlow #CryptoTreasury
Tharimmune залучає $545 млн для стратегії Canton Coin: Перша публічна компанія на Canton Network. Біотехнологічна компанія Tharimmune Inc. (NASDAQ: THAR) оголосила про успішне закриття приватного розміщення на $545 млн, яке дозволить реалізувати стратегію цифрового активу казначейства (DAT) на базі Canton Coin (CC). Раннє оголошення про $540 млн доповнилося додатковими коштами, з акціями за $3.075 кожна. Лідирують DRW та Liberty City Ventures, серед інвесторів — ARK Invest, Polychain Capital, SBI Group, Tradeweb Markets та Canton Foundation, яка вперше інвестує в публічну компанію. Кошти підуть на придбання Canton Coin — утилітарного токена для інтероперабельності та розрахунків у Canton Network, мережі з приватністю для інституцій (Goldman Sachs, DTCC, BNP Paribas). Tharimmune стане першим публічним Super Validator, генеруючи винагороди CC, та інвестуватиме в валідатори й додатки для токенізації активів. Мережа обробляє >500,000 транзакцій щодня, демонструючи масштабованість. Компанія призначила Марка Вендланда CEO для DAT-стратегії та Марка Томмі президента. Біотехнологічний бізнес (ліки від запалень) продовжиться, але фокус — на блокчейні. Акції зросли на 8.4% після анонсу. Цей крок сигналізує інституційне прийняття: Tharimmune — піонер у гібридних DAT-моделях, поєднуючи biotech з криптою для диверсифікації. #Tharimmune #CantonCoin #CryptoTreasury #blockchain #DeFi #MiningUpdates Підпишіться на #MiningUpdates для свіжих оглядів та прогнозів у світі криптомайнінгу!

Tharimmune залучає $545 млн для стратегії Canton Coin: Перша публічна компанія на Canton Network.


Біотехнологічна компанія Tharimmune Inc. (NASDAQ: THAR) оголосила про успішне закриття приватного розміщення на $545 млн, яке дозволить реалізувати стратегію цифрового активу казначейства (DAT) на базі Canton Coin (CC). Раннє оголошення про $540 млн доповнилося додатковими коштами, з акціями за $3.075 кожна. Лідирують DRW та Liberty City Ventures, серед інвесторів — ARK Invest, Polychain Capital, SBI Group, Tradeweb Markets та Canton Foundation, яка вперше інвестує в публічну компанію.
Кошти підуть на придбання Canton Coin — утилітарного токена для інтероперабельності та розрахунків у Canton Network, мережі з приватністю для інституцій (Goldman Sachs, DTCC, BNP Paribas). Tharimmune стане першим публічним Super Validator, генеруючи винагороди CC, та інвестуватиме в валідатори й додатки для токенізації активів. Мережа обробляє >500,000 транзакцій щодня, демонструючи масштабованість.
Компанія призначила Марка Вендланда CEO для DAT-стратегії та Марка Томмі президента. Біотехнологічний бізнес (ліки від запалень) продовжиться, але фокус — на блокчейні. Акції зросли на 8.4% після анонсу. Цей крок сигналізує інституційне прийняття: Tharimmune — піонер у гібридних DAT-моделях, поєднуючи biotech з криптою для диверсифікації.
#Tharimmune #CantonCoin #CryptoTreasury #blockchain #DeFi #MiningUpdates

Підпишіться на #MiningUpdates для свіжих оглядів та прогнозів у світі криптомайнінгу!
Bitcoin & Ethereum Bounce Back Amid Global Tension 🔹 BTC climbs ~1.3%, reaching $106.8K—coupled with a rebound in U.S. equities. 🔹 ETH +4%, SOL +7.7%, XRP +1.9% as the whole market rallies. 🔹 Crypto cap tops $3.3 T, showing confidence despite geopolitical risks. 🔹 61 corporates now hold BTC—a growing treasury strategy to watch. 🔹 Ethereum gains strength through stablecoin dominance and post-upgrade momentum. #CryptoNews #Bitcoin #Ethereum #MarketUpdate #BinanceSquare #CryptoTreasury
Bitcoin & Ethereum Bounce Back Amid Global Tension
🔹 BTC climbs ~1.3%, reaching $106.8K—coupled with a rebound in U.S. equities.
🔹 ETH +4%, SOL +7.7%, XRP +1.9% as the whole market rallies.
🔹 Crypto cap tops $3.3 T, showing confidence despite geopolitical risks.
🔹 61 corporates now hold BTC—a growing treasury strategy to watch.
🔹 Ethereum gains strength through stablecoin dominance and post-upgrade momentum.
#CryptoNews #Bitcoin #Ethereum #MarketUpdate #BinanceSquare #CryptoTreasury
🚨 BREAKING: Nasdaq-listed Lion Group Holding just made a bold move! 🦁💼 They've purchased $2 MILLION worth of $HYPE to add to their treasury, right after the first closing of their $600M facility. 😳🔥 Is this the start of institutional FOMO for $HYPE? 📈 Bullish signal or just the beginning? 👇 Drop your thoughts below. #BTC110KToday? #BinanceAlphaAlert #HYPE #LionGroup #CryptoTreasury
🚨 BREAKING: Nasdaq-listed Lion Group Holding just made a bold move! 🦁💼

They've purchased $2 MILLION worth of $HYPE to add to their treasury, right after the first closing of their $600M facility. 😳🔥

Is this the start of institutional FOMO for $HYPE?

📈 Bullish signal or just the beginning?

👇 Drop your thoughts below.
#BTC110KToday? #BinanceAlphaAlert #HYPE #LionGroup #CryptoTreasury
🚨🚨 #CryptoTreasury 🚨$SOL 🚨🚨 🔥 Major Moves from DeFi Development Corp (formerly Janover): Just Bought More $SOL: They’ve added another 65,305 SOL to their treasury—worth around $9.9 million. Total Holdings: Now sitting on a hefty 317,273 SOL—that’s a serious vote of confidence in the Solana ecosystem. Current SOL Price: Trading around $147, down a bit today but still holding strong overall. --- 📈 What’s Going On Behind the Scenes: The company is making crypto a core part of its business strategy, not just holding it but also accepting BTC, ETH, and SOL for services. They’re clearly inspired by the MicroStrategy model—using crypto as a long-term treasury asset. Reverse stock split (1-for-8) back in December 2024 helped clean up the share structure and improve its standing on NASDAQ. --- 📊 Why This Matters: Their stock ($JNVR) popped after the SOL buy, showing that investors are digging the crypto-heavy pivot. This is part of a bigger trend—traditional companies are starting to hold digital assets and actually use them, not just speculate. It also shows growing institutional confidence in Solana as a network that’s here to stay. --- TL;DR: DeFi Development Corp isn’t just dabbling—they’re going all-in on crypto, especially Solana. Moves like this could push more traditional firms to follow suit, especially if it keeps paying off. {spot}(SOLUSDT)
🚨🚨 #CryptoTreasury 🚨$SOL 🚨🚨
🔥 Major Moves from DeFi Development Corp (formerly Janover):

Just Bought More $SOL : They’ve added another 65,305 SOL to their treasury—worth around $9.9 million.

Total Holdings: Now sitting on a hefty 317,273 SOL—that’s a serious vote of confidence in the Solana ecosystem.

Current SOL Price: Trading around $147, down a bit today but still holding strong overall.

---

📈 What’s Going On Behind the Scenes:

The company is making crypto a core part of its business strategy, not just holding it but also accepting BTC, ETH, and SOL for services.

They’re clearly inspired by the MicroStrategy model—using crypto as a long-term treasury asset.

Reverse stock split (1-for-8) back in December 2024 helped clean up the share structure and improve its standing on NASDAQ.

---

📊 Why This Matters:

Their stock ($JNVR) popped after the SOL buy, showing that investors are digging the crypto-heavy pivot.

This is part of a bigger trend—traditional companies are starting to hold digital assets and actually use them, not just speculate.

It also shows growing institutional confidence in Solana as a network that’s here to stay.

---

TL;DR:
DeFi Development Corp isn’t just dabbling—they’re going all-in on crypto, especially Solana. Moves like this could push more traditional firms to follow suit, especially if it keeps paying off.
SONNET BIOTHERAPEUTICS MERGES WITH CRYPTO GIANT RORSCHACH IN $888M DEAL1. BIOTECH FIRM TO TRANSFORM INTO CRYPTO TREASURY ENTITY 2. NEW COMPANY TO HOLD $583M IN HYPE TOKENS + $305M CASH Nasdaq-listed Sonnet BioTherapeutics is set to merge with Rorschach I LLC, shifting its core focus from biotechnology to crypto treasury management under the new name Hyperliquid Strategies Inc. (HSI). Key Details: Valuation: $888 million HYPE Token Holdings: 12.6M tokens (~$583M)Cash Reserves: $305MTicker: New Nasdaq symbol post-mergerInvestors: Paradigm, Galaxy Digital, Pantera, Republic, D1 Capital, 683 CapitalHSI will lead crypto treasury operations using Hyperliquid’s Layer-1 blockchain, with $HYPE as its central asset. Some biotech programs like SON-1010 will continue under retained operations .Leadership Changes: Chairman: Bob Diamond (Atlas Merchant Capital) CEO: David Schamis (Atlas CIO)Board Additions: Eric Rosengren (ex-Boston Fed), Sonnet independentsPrivate Placement & Funding: $5.5M raised via convertible preferred stock & warrants $2M in convertible notes to convert into equityProceeds to support biotech and deal expensesOwnership Post-Merger: Rorschach & New Investors: 98.8% Sonnet Stakeholders: 1.2%Market Outlook: A bold pivot from biotech to blockchain—positioning HSI as a major crypto asset manager on Nasdaq. #CryptoMerger ##USCryptoWeek #SonnetBio #Hyperliquid #CryptoTreasury

SONNET BIOTHERAPEUTICS MERGES WITH CRYPTO GIANT RORSCHACH IN $888M DEAL

1. BIOTECH FIRM TO TRANSFORM INTO CRYPTO TREASURY ENTITY
2. NEW COMPANY TO HOLD $583M IN HYPE TOKENS + $305M CASH
Nasdaq-listed Sonnet BioTherapeutics is set to merge with Rorschach I LLC, shifting its core focus from biotechnology to crypto treasury management under the new name Hyperliquid Strategies Inc. (HSI).
Key Details:
Valuation: $888 million
HYPE Token Holdings: 12.6M tokens (~$583M)Cash Reserves: $305MTicker: New Nasdaq symbol post-mergerInvestors: Paradigm, Galaxy Digital, Pantera, Republic, D1 Capital, 683 CapitalHSI will lead crypto treasury operations using Hyperliquid’s Layer-1 blockchain, with $HYPE as its central asset. Some biotech programs like SON-1010 will continue under retained operations
.Leadership Changes:
Chairman: Bob Diamond (Atlas Merchant Capital)
CEO: David Schamis (Atlas CIO)Board Additions: Eric Rosengren (ex-Boston Fed), Sonnet independentsPrivate Placement & Funding:
$5.5M raised via convertible preferred stock & warrants
$2M in convertible notes to convert into equityProceeds to support biotech and deal expensesOwnership Post-Merger:
Rorschach & New Investors: 98.8%
Sonnet Stakeholders: 1.2%Market Outlook: A bold pivot from biotech to blockchain—positioning HSI as a major crypto asset manager on Nasdaq.
#CryptoMerger ##USCryptoWeek #SonnetBio #Hyperliquid #CryptoTreasury
🚀 #TRUMP Media adquiere $2 mil millones en Bitcoin como parte de su tesorería cripto” En las últimas horas, Trump Media and Technology Group (TMTG) anunció una compra de $2 mil millones en Bitcoin, utilizada como parte de su estrategia de cripto‑tesorería. Esto representa aproximadamente dos tercios de sus activos líquidos (~$3 mil millones). Además, destinó $300 millones a opciones vinculadas a valores relacionados con BTC, con intención de convertirlas en spot bitcoin en el futuro . El objetivo: ganar independencia financiera, protegerse contra discriminación por parte de instituciones financieras y respaldar un token de utilidad en el ecosistema de Truth Social. La noticia detonó una ola alcista en Bitcoin, que superó los $120,000, e impulsó las acciones de la empresa en más de 5% . #BTC #CryptoTreasury #CryptoVision #TrumpCrypto
🚀 #TRUMP Media adquiere $2 mil millones en Bitcoin como parte de su tesorería cripto”

En las últimas horas, Trump Media and Technology Group (TMTG) anunció una compra de $2 mil millones en Bitcoin, utilizada como parte de su estrategia de cripto‑tesorería. Esto representa aproximadamente dos tercios de sus activos líquidos (~$3 mil millones). Además, destinó $300 millones a opciones vinculadas a valores relacionados con BTC, con intención de convertirlas en spot bitcoin en el futuro .

El objetivo: ganar independencia financiera, protegerse contra discriminación por parte de instituciones financieras y respaldar un token de utilidad en el ecosistema de Truth Social. La noticia detonó una ola alcista en Bitcoin, que superó los $120,000, e impulsó las acciones de la empresa en más de 5% .

#BTC #CryptoTreasury #CryptoVision #TrumpCrypto
Hong Kong’s IVD Medical Adds $19M in ETH to Power Tokenized Healthcare PlatformIVD Medical Holdings, a publicly traded healthcare firm in Hong Kong, has added $19 million worth of Ether $ETH (ETH) to its corporate treasury — but it’s not just for holding. The company plans to use ETH as the core infrastructure asset for its tokenization platform, ivd.xyz, aimed at transforming how pharmaceutical intellectual property and other healthcare assets are managed on-chain. 🧬 ETH at the Heart of Healthcare Tokenization According to IVD’s Chief Strategy Officer Gary Deng, Ethereum was chosen because it’s the: “World’s most mature smart contract platform” Highly liquid Gaining growing institutional approval, including a spot ETH ETF in the U.S. Here’s what ETH will be used for: Ownership confirmation of tokenized assets Automated revenue distribution Compliance governance Backing for IVDD stablecoin Settlement layer for cross-border healthcare transactions 💰 Beyond HODLing: Staking, Derivatives, and Yield IVD plans to actively deploy ETH into: Staking and re-staking On-chain derivatives Yield strategies to boost returns while maintaining liquidity and downside protection This strategy aligns IVD with a growing trend of Hong Kong-listed firms allocating treasury to crypto — but with a more utility-driven approach compared to passive BTC $BTC holdings. 🤝 Strategic Partnership with HashKey The move follows a partnership with HashKey Group, one of the few licensed crypto platforms in Hong Kong. HashKey will likely play a key role in enabling compliant infrastructure for ETH-backed healthcare finance solutions. 📈 A Growing List of HK Crypto Treasuries IVD joins a small but growing club of Hong Kong-listed crypto treasuries: Boyaa Interactive holds over 3,100 BTC Meitu previously bought 31,000 ETH and 940 BTC Smaller holders include Yuxing, Moon Inc., and Walnut Capital But unlike others, IVD is using ETH not just as an asset — but as a foundation for innovation in healthcare tokenization. Will tokenized real-world assets (RWAs) become the next big crypto use case? #Ethereum #Tokenization #IVDMedical #CryptoTreasury #HealthcareBlockchain

Hong Kong’s IVD Medical Adds $19M in ETH to Power Tokenized Healthcare Platform

IVD Medical Holdings, a publicly traded healthcare firm in Hong Kong, has added $19 million worth of Ether $ETH (ETH) to its corporate treasury — but it’s not just for holding.

The company plans to use ETH as the core infrastructure asset for its tokenization platform, ivd.xyz, aimed at transforming how pharmaceutical intellectual property and other healthcare assets are managed on-chain.

🧬 ETH at the Heart of Healthcare Tokenization

According to IVD’s Chief Strategy Officer Gary Deng, Ethereum was chosen because it’s the:

“World’s most mature smart contract platform”

Highly liquid

Gaining growing institutional approval, including a spot ETH ETF in the U.S.

Here’s what ETH will be used for:

Ownership confirmation of tokenized assets

Automated revenue distribution

Compliance governance

Backing for IVDD stablecoin

Settlement layer for cross-border healthcare transactions

💰 Beyond HODLing: Staking, Derivatives, and Yield

IVD plans to actively deploy ETH into:

Staking and re-staking

On-chain derivatives

Yield strategies to boost returns while maintaining liquidity and downside protection

This strategy aligns IVD with a growing trend of Hong Kong-listed firms allocating treasury to crypto — but with a more utility-driven approach compared to passive BTC $BTC holdings.

🤝 Strategic Partnership with HashKey

The move follows a partnership with HashKey Group, one of the few licensed crypto platforms in Hong Kong. HashKey will likely play a key role in enabling compliant infrastructure for ETH-backed healthcare finance solutions.

📈 A Growing List of HK Crypto Treasuries

IVD joins a small but growing club of Hong Kong-listed crypto treasuries:

Boyaa Interactive holds over 3,100 BTC

Meitu previously bought 31,000 ETH and 940 BTC

Smaller holders include Yuxing, Moon Inc., and Walnut Capital

But unlike others, IVD is using ETH not just as an asset — but as a foundation for innovation in healthcare tokenization.

Will tokenized real-world assets (RWAs) become the next big crypto use case?

#Ethereum #Tokenization #IVDMedical #CryptoTreasury #HealthcareBlockchain
IVD Medical Adds $19M in ETH to Fuel Healthcare Tokenization PlatformIVD Medical Holdings, a Hong Kong–listed healthcare company, has made a $19 million purchase of Ether$ETH (ETH) to anchor its blockchain-based tokenization strategy. The ETH acquisition will serve as the backbone for ivd.xyz, IVD’s upcoming platform designed to tokenize pharmaceutical intellectual property and other healthcare assets. The company says Ethereum will power ownership verification, automated revenue distribution, and compliance governance for these tokenized assets. Why Ethereum? Chief Strategy Officer Gary Deng explained that Ethereum was selected because it is: The world’s most mature smart contract platform Highly liquid and widely adopted Increasingly recognized by institutions, especially after the U.S. SEC approved a spot ETH ETF ETH will also be the settlement layer for IVD’s planned IVDD stablecoin, enabling compliant cross-border transactions between Hong Kong and the U.S. Active Treasury Management Unlike companies that simply hold crypto, IVD plans to deploy its ETH holdings for: Staking and re-staking On-chain derivatives trading Yield strategies that boost returns while maintaining liquidity and downside protection This active approach aims to strengthen IVD’s treasury performance while supporting its blockchain infrastructure. Partnership With HashKey Group IVD’s ETH move coincides with a partnership with HashKey Group, one of Hong Kong’s licensed crypto exchanges. The partnership is expected to provide the regulated infrastructure needed for IVD’s tokenized asset ecosystem. Part of a Growing Trend in Hong Kong IVD joins a select group of Hong Kong–listed companies holding crypto: Boyaa Interactive: Over 3,100 BTC $BTC (~$300M) Meitu: Formerly held 31,000 ETH and 940 BTC Smaller holders include Yuxing InfoTech, Moon Inc., and Walnut Capital However, IVD is among the first to integrate ETH directly into real-world asset (RWA) tokenization rather than holding it purely for investment. The Bigger Picture Tokenizing real-world assets has become a hot sector in crypto, with Ethereum leading the way for compliance-friendly on-chain infrastructure. IVD’s move suggests that healthcare tokenization could become a significant use case for blockchain — one that combines financial efficiency with industry-specific innovation. #Ethereum #Tokenization #CryptoTreasury #HealthcareBlockchain #RWA

IVD Medical Adds $19M in ETH to Fuel Healthcare Tokenization Platform

IVD Medical Holdings, a Hong Kong–listed healthcare company, has made a $19 million purchase of Ether$ETH (ETH) to anchor its blockchain-based tokenization strategy.

The ETH acquisition will serve as the backbone for ivd.xyz, IVD’s upcoming platform designed to tokenize pharmaceutical intellectual property and other healthcare assets. The company says Ethereum will power ownership verification, automated revenue distribution, and compliance governance for these tokenized assets.

Why Ethereum?

Chief Strategy Officer Gary Deng explained that Ethereum was selected because it is:

The world’s most mature smart contract platform

Highly liquid and widely adopted

Increasingly recognized by institutions, especially after the U.S. SEC approved a spot ETH ETF

ETH will also be the settlement layer for IVD’s planned IVDD stablecoin, enabling compliant cross-border transactions between Hong Kong and the U.S.

Active Treasury Management

Unlike companies that simply hold crypto, IVD plans to deploy its ETH holdings for:

Staking and re-staking

On-chain derivatives trading

Yield strategies that boost returns while maintaining liquidity and downside protection

This active approach aims to strengthen IVD’s treasury performance while supporting its blockchain infrastructure.

Partnership With HashKey Group

IVD’s ETH move coincides with a partnership with HashKey Group, one of Hong Kong’s licensed crypto exchanges. The partnership is expected to provide the regulated infrastructure needed for IVD’s tokenized asset ecosystem.

Part of a Growing Trend in Hong Kong

IVD joins a select group of Hong Kong–listed companies holding crypto:

Boyaa Interactive: Over 3,100 BTC $BTC (~$300M)

Meitu: Formerly held 31,000 ETH and 940 BTC

Smaller holders include Yuxing InfoTech, Moon Inc., and Walnut Capital

However, IVD is among the first to integrate ETH directly into real-world asset (RWA) tokenization rather than holding it purely for investment.

The Bigger Picture

Tokenizing real-world assets has become a hot sector in crypto, with Ethereum leading the way for compliance-friendly on-chain infrastructure. IVD’s move suggests that healthcare tokenization could become a significant use case for blockchain — one that combines financial efficiency with industry-specific innovation.

#Ethereum #Tokenization #CryptoTreasury #HealthcareBlockchain #RWA
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