Core Insights - Mega Matrix Inc. is transitioning its Digital Asset Treasury (DAT) strategy from a single-asset focus on Ethena's governance token (ENA) to a diversified approach involving multiple leading stablecoins and their governance tokens [1][2] - The new DAT framework is based on a "dual-engine" model aimed at capturing stable yield and governance upside, with projections indicating the stablecoin market could reach $2 trillion by 2028 [1][4] - This strategic evolution positions Mega Matrix as one of the first U.S.-listed firms to anchor its treasury on a diversified stablecoin ecosystem, enhancing shareholder value through balanced exposure [1][2] Company Strategy - The enhanced DAT strategy includes stablecoins such as USDe/USDtb: ENA, USDS/DAI: SKY, USDH: HYPE, USDF: Aster, and USST: STBL, aiming to provide both yield stability and long-term growth [1][4] - The company plans to hold a basket of stablecoins and deploy them in low-risk decentralized finance (DeFi) strategies to generate recurring income [4] - Allocating to governance tokens of leading stablecoin protocols is expected to capture long-term appreciation in the stablecoin sector [4]

Group 1 - Mega Matrix Inc. has announced a strategic acquisition of approximately $6 million worth of ENA tokens based on the past 1D VWAP [1] - The recent acquisition includes a $3 million purchase executed over the past week [1]

Core Viewpoint - Mega Matrix (MPU) has filed a $2 billion universal shelf registration with the SEC to advance its Digital Asset Treasury (DAT) strategy, becoming the first U.S.-listed company to anchor its corporate treasury on ENA, the governance token of stablecoin USDe [1][10] Strategic Differentiation - MPU's approach differs from earlier DAT models by focusing directly on ENA, aiming for "double leverage" through exposure to yield as USDe expands and potential appreciation in ENA's token price [2] Market Position and Growth - As of September 2025, USDe is the world's third-largest stablecoin, with a market cap increase of over 200% since August 2024, compared to 87% for USDC and 39.5% for USDT [3] - USDe ranks among the top 20 digital assets by market capitalization, while ENA is in the top 50 [3] Investment Logic - The stablecoin market is projected to expand significantly, with MPU's internal analysis suggesting a potential market size approaching $10 trillion, driven by various use cases including tokenized asset settlement and corporate treasury management [5][6] - ENA offers equity-like dividends with the scarcity of a capped token, positioning it for long-term value appreciation [4] Regulatory Environment and Competitive Advantage - Under the new U.S. stablecoin law, compliant stablecoins cannot pay interest, making USDe the first yield-bearing stablecoin to achieve scale, with a 70% supply surge following the passage of the U.S. Genius Act [7] - USDe has generated $100 million in revenue within 250 days and expanded its circulation to $10 billion in just 500 days, marking the fastest growth among stablecoins [8] Strategic Positioning - MPU is actively purchasing unlocked ENA from the open market, viewing the inflation from token unlocks as a typical phase for young digital assets, while noting that USDe's growth outpaces inflation [9]

Core Insights - Mega Matrix Inc. has made its first strategic acquisition of approximately $3 million worth of ENA tokens, purchasing 3.86 million tokens at an average cost of $0.7117 per token, marking the initial implementation of its stablecoin governance token DAT strategy [1][2]. Group 1: Acquisition Details - The acquisition of ENA tokens is a concrete step in executing the company's DAT strategy, with plans to accumulate ENA on a weekly basis based on market conditions [2]. - The total investment in ENA tokens is approximately $3 million, reflecting the company's commitment to building a premier treasury reserve for stablecoin governance tokens [1][2]. Group 2: Company Overview - Mega Matrix Inc. is a holding company headquartered in Singapore, focusing on strategic expansion into the stablecoin governance tokens treasury reserve [2]. - The company operates FlexTV, a short-video streaming platform, through its wholly owned subsidiary Yuder Pte, Ltd. [2].

Core Viewpoint - Mega Matrix Inc. has filed a $2 billion universal shelf registration statement with the SEC to support its stablecoin governance token DAT strategy, aiming to become the largest company in this sector [1][3]. Group 1: Shelf Registration Details - The Shelf Registration allows Mega Matrix Inc. to offer and sell up to $2 billion of various securities, including Class A ordinary shares, preferred shares, debt securities, and warrants, subject to market conditions and SEC regulations [2][3]. - The specific terms and prices of the securities will be determined at the time of offering and detailed in a prospectus filed with the SEC [2][3]. Group 2: Strategic Intent - The management of Mega Matrix Inc. emphasized that the $2 billion shelf registration provides flexibility to support the DAT strategy, which is focused on accumulating governance tokens like $ENA [3]. - Governance tokens are viewed as equity within stablecoin ecosystems, and by building strategic positions, the company aims to gain financial benefits and influence in the evolving financial landscape [3]. Group 3: Company Overview - Mega Matrix Inc. is a holding company based in Singapore, expanding into the stablecoin governance tokens treasury reserve strategy while also operating FlexTV, a short-video streaming platform [5].

Core Insights - Mega Matrix Inc. is focusing on stablecoin governance token treasury reserves, specifically utilizing Ethena's governance token (ENA token) as a primary strategic reserve asset under its digital asset treasury (DAT) strategy [1][2][3] - The initiative aims to position the company at the forefront of stablecoin innovation by actively participating in the governance of the leading stablecoin ecosystem [1][3] Company Strategy - The DAT strategy is designed to secure a strategic position within the rapidly growing stablecoin market, which is projected to reach $2 trillion by the end of 2028 [3] - The company plans to purchase ENA tokens as part of its DAT, leveraging the growth of USDe, which has surpassed a $10 billion market supply in just 500 days [2][3] Market Context - Ethena is recognized as the third largest stablecoin asset by circulating supply, following Tether and Circle, with its synthetic dollar, USDe, gaining traction due to its innovative delta-neutral, DeFi-native model [2] - The stablecoin market is experiencing significant growth, driven by compelling yield mechanics and favorable regulatory conditions under the GENIUS Act [2][3]

NEW YORK, July 25, 2025 /PRNewswire/ -- Amid increasingly clear global regulatory frameworks for stablecoins, the asset class is moving beyond its experimental phase and entering a period of institutionalized growth. Mega Matrix Corp. (NYSE American: MPU) recently announced the completion of a $16 million private placement and officially launched its strategic expansion into the stablecoin sector. This marks a critical step in the Company's transformation into a structured participant in the evolving global ...

Core Insights - Mega Matrix Inc. has completed a private placement of US$16 million to support its strategic expansion into the stablecoin sector, indicating strong market confidence from investors [1][2][3] - The stablecoin sector is expected to experience accelerated development due to clearer regulatory frameworks and increased integration into financial systems globally [2] - The proceeds from the private placement will primarily be used to develop a stablecoin asset allocation system and on-chain yield mechanisms, focusing on corporate treasury strategies [3] Company Details - Mega Matrix Inc. is a holding company based in Singapore, actively pursuing expansion into the stablecoin market [4] - The private placement involved the issuance of 16 million Class A ordinary shares at a price of US$1.00 per share, with a 6-month lock-up period for qualified institutional and accredited investors [3]

Core Viewpoint - Mega Matrix Inc. is strategically reinstating its Ethereum staking business and appointing Mr. Yaman Demir as Executive Director to enhance its digital asset expertise and shareholder value [1][2][5]. Group 1: Business Strategy Update - The Board of Directors has approved the purchase of Bitcoin and/or Ethereum as treasury reserve assets, and has decided to restart its Ethereum staking business after a suspension due to regulatory uncertainty [2]. - The company aims to earn staking rewards through solo staking, which can be reinvested into ETH or used for corporate purposes, thereby enhancing long-term shareholder value [2][4]. - The solo staking will be conducted exclusively through third-party certified, institutional-grade providers, ensuring the safeguarding of all ETH assets with established custodians [3]. Group 2: Appointment of Mr. Yaman Demir - Mr. Yaman Demir has been appointed as Executive Director, bringing extensive experience as a digital asset investor with a successful track record across over 20 crypto projects [5]. - His investment portfolio includes key sectors such as DeFi, NFT infrastructure, Layer1 networks, and stable coins, which aligns with the company's strategic focus on digital assets [5]. Group 3: Financial Position and Future Outlook - The company has purchased 40 ETH at a price of $2,462 per ETH as of July 2, 2025, indicating a proactive approach to building its digital asset portfolio [3]. - These initiatives reflect the company's commitment to strengthening its financial foundation and expanding into adjacent sectors, aiming to deliver consistent long-term value to shareholders [4].

Core Viewpoint - Mega Matrix Inc. has formed a joint venture named AIFLIX LLC with Wardour Studios to produce AI-generated short dramas, aiming to innovate content creation and distribution in the entertainment industry [1][4]. Group 1: Joint Venture Details - AIFLIX will focus on AI-generated short drama production, leveraging proprietary AI tools from Wardour Studios [1][3]. - Wardour Studios will manage the entire production process, including editing, VFX, and sound design, while Mega Matrix will utilize its FlexTV platform for script development and distribution [2][3]. - The collaboration aims to establish a global distribution network across multiple regions, including North America, Asia, Europe, and Latin America [2][3]. Group 2: Production and Innovation - The use of Wardour Studios' AI production tools is expected to enhance production speed and storytelling innovation while maintaining high production quality [3]. - AIFLIX is positioned to redefine industry standards for AI-powered storytelling and create a scalable model for the short drama industry [3]. Group 3: Leadership Statements - Steven Nia, Chairman of Wardour Studios, emphasized the transformative potential of AIFLIX in the entertainment space, highlighting a commitment to high production value and creativity [4]. - Yucheng Hu, CEO of Mega Matrix, expressed enthusiasm for the collaboration, viewing it as a significant step in global expansion and technological advancement in digital entertainment [4].