Analyst who first called Beyond Meat’s rally buys 2% stake in Peter Thiel–backed company

Group 1: Beyond Meat Overview - Beyond Meat is a U.S.-based plant-based food company that develops and sells meat substitutes primarily made from peas, rice, and mung beans, aiming to mimic the taste and texture of animal meat [2] - The company sells its products, including burgers, sausages, and ground "beef," through major retailers, restaurants, and food-service partners worldwide, positioning itself at the intersection of sustainability, health, and food innovation [2] Group 2: Recent Market Activity - Beyond Meat experienced a dramatic price peak on October 22, reaching $7.48 before sharply declining to $3.88 the following day, and was trading 20.34% higher at $2.18 on the Tuesday after the peak [1] Group 3: Investment Insights on ETHzilla - Retail investor and analyst Dimitri Semenikhin, who previously called Beyond Meat's rally, is now focusing on ETHzilla, an Ethereum-focused digital asset treasury, in which he acquired just over 2% of outstanding shares [3] - ETHzilla holds approximately 102,000 ETH and about $70 million in cash, giving it net assets of $470 million, while its market capitalization is around $250 million, indicating a 50% discount to book value [4] - The discount is attributed to a recent 10-for-1 reverse split that temporarily caused shares to drop about 35%, despite the company generating around $30 to $40 million in annual profit on a $250 million market cap [5] Group 4: Profitability and Yield Generation - ETHzilla generates yield through DeFi lending and liquid restaking, producing annual returns of 8–10% compared to a 3% base staking yield, translating to an estimated $20–25 million in annual net profit [6]