TYSONS CORNER, Va.--(BUSINESS WIRE)--StrategyInc (Nasdaq: STRF/STRC/STRK/STRD/MSTR; LuxSE: STRE) ("Strategy†) today announced that Prevalon Energy and Anchorage Digital disclosed during presentations at Strategy World 2026 that each company has allocated a portion of its corporate treasury to STRC (Strategy's Variable Rate Series A Perpetual Stretch Preferred Stock). The announcements were made during the "Bitcoin for Corporations†track at Strategy World in Las Vegas. Benjamin Hunnewell, Chief Financial O ...

RT Tim Kotzman (@TimKotzman)Welcome back to The Bitcoin Treasuries Podcast.Today's guests are Andrew Webley and Jesse Myers.We discuss what gave them the conviction to start a Bitcoin Treasury Company, Digital Credit and Preferred Products, the secret sauce of having liquidity in your stock, listing on the London Stock Exchange, the Bitcoin Treasuries Unconference UK, and much more.Here's my conversation with @asjwebley and @Croesus_BTC.0:00 - Intro0:43 - Andrew’s background and journey to Bitcoin5:00 - Jes ...

Core Insights - Sequans Communications S.A. reported its unaudited financial results for Q4 and the full year of 2025, highlighting a significant increase in revenue from its IoT semiconductor business, although overall financial performance showed losses due to various factors including digital asset impairments [1][3]. Financial Performance Summary - **Revenue**: Q4 2025 revenue was $7.0 million, a 72.6% increase from Q3 2025 but a 37.0% decrease from Q4 2024. Full year 2025 revenue totaled $27.2 million, down from $36.8 million in 2024 [2][4]. - **Gross Profit**: Gross profit for Q4 2025 was $2.6 million, with a gross margin of 37.7%, down from 42.4% in Q3 2025 and 67.4% in Q4 2024. The decrease in gross margin was attributed to a higher proportion of product sales and provisions for slow-moving inventory [5]. - **Operating Loss**: The operating loss for Q4 2025 was $74.5 million, compared to a loss of $20.5 million in Q3 2025 and $5.6 million in Q4 2024. This included a $56.9 million unrealized loss on Bitcoin investments [6]. - **Net Loss**: The net loss for Q4 2025 was $87.1 million, or ($5.62) per diluted ADS, compared to a profit of $0.9 million in Q3 2025 and a loss of $2.4 million in Q4 2024 [7]. - **Non-IFRS Loss**: The non-IFRS net loss for Q4 2025 was $18.5 million, or ($1.19) per diluted ADS, compared to a loss of $11.2 million in Q3 2025 and a profit of $2.2 million in Q4 2024 [8]. Digital Asset Strategy - The company has adopted a disciplined approach to capital allocation, focusing on its Bitcoin treasury strategy. In Q4 2025, Sequans repurchased approximately 9.7% of its outstanding ADSs and received authorization to repurchase an additional 10% [3][9]. - As of December 31, 2025, Sequans held 2,139 Bitcoin valued at $187.1 million, with 1,617 Bitcoin pledged as collateral for convertible debt [9]. Business Outlook - The company reported a strong order backlog and a design-win pipeline exceeding $300 million in potential revenue over the next three years, with over 44% of design-wins already in mass production [3]. - Sequans aims to achieve cash-flow break-even by the end of 2026, driven by increasing production and demand across various IoT segments [3].

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Financial Data and Key Metrics Changes - The company reported an operating loss of $17.4 billion and a net loss of $12.6 billion for Q4 2025, driven by a decline in Bitcoin's fair value under mark-to-market accounting [6] - For the full year 2025, the company reported an operating loss of $5.4 billion and a net loss of $4.2 billion, with results within target guidance based on Bitcoin price [6][10] - The digital assets increased from $23.9 billion at the end of 2024 to $58.9 billion at the end of 2025, reflecting a $17.9 billion increase in fair value [10][14] Business Line Data and Key Metrics Changes - The company successfully raised over $25 billion in total capital during 2025, funding growth across its treasury strategy and expanding its product ecosystem [3] - The company established a cash reserve of $2.25 billion in Q4, providing over 2.5 years of dividend coverage [5][16] - The company achieved a BTC yield of 22.8% for the year, translating into a total BTC gain of 101,873 Bitcoin and a BTC dollar gain of $8.9 billion [7][8] Market Data and Key Metrics Changes - The market value of the company's Bitcoin holdings increased from $41.8 billion at the end of 2024 to $58.9 billion at the end of 2025, despite recognizing an unrealized fair value loss of about $5.4 billion throughout the year [14][15] - The company added approximately 225,000 Bitcoin during the year, increasing total holdings from 447,000 to 672,500 Bitcoin [15] Company Strategy and Development Direction - The company adopted fair value accounting at the beginning of the year, enhancing transparency regarding Bitcoin holdings [4] - The company aims to systematically increase Bitcoin per share over time, regardless of near-term market cycles, and to continue delivering durable BTC value for long-term investors [9] - The company is focused on digital credit issuance through its Stretch product, which is expected to amplify common equity and increase Bitcoin per share [43][45] Management's Comments on Operating Environment and Future Outlook - Management emphasized the importance of maintaining a long-term focus despite short-term price volatility in Bitcoin [14] - The company believes that the fundamentals supporting Bitcoin as a digital asset remain unchanged, and it encourages shareholders to hold their investments through downturns [20][21] - Management expressed confidence in the company's ability to service its debt and pay dividends, even in a challenging market environment [32][34] Other Important Information - The company received its first-ever credit rating for a Bitcoin treasury company, marking a significant step in institutional recognition [5] - MSCI confirmed that digital asset treasury companies will remain eligible for inclusion in its global market indices, which the company views as a positive outcome [5][18] - The company has been actively engaging with regulators and policymakers to support its efforts for index inclusion and to address concerns regarding digital assets [18][19] Q&A Session Summary Question: How does the company plan to manage its debt in a volatile Bitcoin market? - Management stated that they are not worried about servicing their convertible debt and have plans to equitize it over time if necessary [34] Question: What is the company's strategy for increasing Bitcoin per share? - The company plans to sell digital credit through its Stretch product, which is designed to amplify common equity and increase Bitcoin per share [43][45] Question: How does the company view the current regulatory environment for Bitcoin? - Management highlighted the positive shift in government attitudes towards Bitcoin, noting increased support from key political figures [48][50]

RT Bitcoin For Corporations (@BitcoinForCorps)📺 The Bitcoin For Corporations ShowEpisode 24 now live — hosted by @BitcoinPierre@RolandTalalas, Founder & CEO of @GigaBTC, explains why his company uses #Bitcoin as a long-term treasury asset—and how that decision reshapes banking relationships, access to credit, and long-term capital growth.00:00 – Bitcoin and Long-Term Businesses03:00 – GIGA’s Shift to Technology06:00 – Launching a Bitcoin Treasury09:00 – Long-Term vs Quarterly Thinking12:00 – Banking Frictio ...

Japan's Biggest Bitcoin Treasury Firm Just Raised $137 Million to Buy Even More BTChttps://t.co/FMyAiYnbnZ ...

Leaderboard: Top 26 Bitcoin Treasury CompaniesWe built a leaderboard to track all of the deanonymized Bitcoin treasury company addresses. It ranks companies like Strategy ($62.4B), MetaPlanet ($3.1B) and Twenty One Capital ($1.5B) by their BTC holdings.You can compare the different treasury companies and access their entity profile pages from one place. Save this list: ...

🚨 LATEST: The top 100 Public Bitcoin Treasury companies now hold 1.12M $BTC.Strategy holds 63% of that. https://t.co/ZyaoLz84xX ...

Core Viewpoint - Strive, Inc. has announced a follow-on offering of 1,320,000 shares of its Variable Rate Series A Perpetual Preferred Stock at an offering price of $90 per share, which is an increase from the previously announced $150 million transaction size [1][2]. Group 1: Offering Details - The total issuance represents up to 2.25 million shares of SATA [1]. - The offering proceeds will be used to finance the redemption and repayment of Semler Convertible Notes, acquire bitcoin and bitcoin-related products, and for working capital [2][3]. - Strive plans to enter into exchange agreements with holders of Semler Convertible Notes, exchanging $90 million principal amount for approximately 930,000 new shares of SATA Stock [3]. Group 2: Dividend Structure - The SATA Stock accumulates cumulative dividends at a variable rate of 12.25% per annum on a stated amount of $100 per share, payable monthly in arrears starting February 15, 2026 [4][5]. - Strive has the discretion to adjust the monthly regular dividend rate, subject to certain restrictions, and intends to maintain the stock price within a long-term range of $95 to $105 per share [4][6]. Group 3: Redemption Rights - Strive has the right to redeem all or any number of shares of SATA Stock at a cash redemption price of $110 per share, plus any accumulated and unpaid dividends [7]. - Redemption can occur if the total number of outstanding shares falls below 25% of the total shares issued or if certain tax events occur [7][8]. Group 4: Company Background - Strive is the first publicly traded asset management Bitcoin treasury company, holding approximately 12,797.6 bitcoin as of January 16, 2026, and managing over $2.3 billion in assets since launching its first ETF in August 2022 [13].