Workflow
Digital Asset Treasuries
icon
Search documents
B. Riley Maintains Buy Rating for Bitmine Immersion (BMNR) with Revised $30 PT
Yahoo Finance· 2026-02-25 11:18
Bitmine Immersion Technologies Inc. (NYSE:BMNR) is one of the best high volume stocks to invest in now. On February 23, B. Riley lowered its price target for Bitmine Immersion to $30 from $47 while maintaining a Buy rating. This firm adjusted its valuation to reflect a market environment where Digital Asset Treasuries largely track underlying crypto assets. The firm noted that companies diversifying into fee-generating operations like staking, lending, and trading infrastructure tend to achieve more dura ...
X @Decrypt
Decrypt· 2026-02-12 19:40
Strategy's buys made up the vast majority of all Bitcoin purchased by digital asset treasuries in January, according to a report. https://t.co/uym87LUjzc ...
DeFi Development Corp. Releases January 2026 Recap Highlighting Treasury Yield Expansion, UK Progress, and Solana DeFi Integrations
Globenewswire· 2026-02-05 21:00
Core Insights - DeFi Development Corp. (Nasdaq: DFDV) is the first public company with a treasury strategy focused on accumulating and compounding Solana (SOL) [1] Group 1: Company Developments - In January 2026, DFDV expanded its infrastructure for its Solana-first Digital Asset Treasury strategy through new partnerships and product integrations, including collaborations with Hylo and Solstice YieldVault, and integration with RateX's Mooncake platform [2] - The company appointed Hadley Stern to its Board of Directors and established a revolving credit facility with its UK affiliate, enhancing governance and global operations [3] - DFDV reported treasury holdings of approximately 2.22 million SOL, equating to 0.0743 SOL per Share (SPS), alongside growth in dfdvSOL supply and tokenized-equity trading activity [3] Group 2: Educational Initiatives - January included a series of institutional presentations, podcast appearances, and educational video releases focused on Digital Asset Treasuries, validator economics, and long-term SOL-per-share compounding [4] Group 3: Business Model - DeFi Development Corp. has adopted a treasury policy where the principal holding in its treasury reserve is allocated to SOL, providing investors with direct economic exposure to SOL while participating in the growth of the Solana ecosystem [5] - The company operates its own validator infrastructure, generating staking rewards and fees from delegated stake, and is engaged in decentralized finance (DeFi) opportunities [5]
Best Of 2025
ARK Invest· 2025-12-31 13:00
[Music] Welcome to FYI, the 4-year innovation podcast. This show offers an intellectual discussion on technologically enabled disruption because investing in innovation starts with understanding it. To learn more, visit ark-invest.com. [Music] Ark Invest is a registered investment advisor focused on investing in disruptive innovation. This podcast is forformational purposes only and should not be relied upon as a basis for investment decisions.It does not constitute either explicitly or implicitly any provi ...
X @Decrypt
Decrypt· 2025-12-18 11:50
Digital Asset Treasuries Draw In $2.6B Amid Crypto Market Uncertainty► https://t.co/by29fHwsyz https://t.co/by29fHwsyz ...
Bullish Analysts Just Can’t Quit Strategy Shares After 60% Rout
Yahoo Finance· 2025-12-10 12:10
Core Viewpoint - Wall Street analysts remain largely bullish on Strategy Inc., despite a significant 60% decline that resulted in a loss of $73 billion in value, with 15 out of 19 analysts maintaining buy ratings and a median price target suggesting a potential rise of over 150% in the next year [1] Group 1: Analyst Ratings and Price Targets - Only three analysts have turned bearish on Strategy Inc. following the stock's decline, while the majority still hold buy ratings [1] - The median price target from 12 analysts indicates a potential increase to approximately $485 from a recent close of about $189 [1] - Price targets vary significantly, with the lowest at $425 and the highest at $705, suggesting a nearly fourfold increase [2] Group 2: Market Sentiment and Cryptocurrency Influence - The bullish sentiment is based on the expectation that Bitcoin will recover from its recent downturn, similar to past recoveries in 2017 and 2022, which would enhance the value of Strategy's Bitcoin holdings [3] - The analysis of Strategy's value does not rely on traditional financial metrics but rather on the anticipated price movements of Bitcoin, a highly volatile asset [4] Group 3: Historical Performance and Premium Valuation - Strategy Inc. has experienced significant stock price increases, notably a 600% rise in the six months following its Bitcoin purchase announcement in August 2020, reflecting investor confidence and a premium valuation over Bitcoin's price [6] - At its peak, the premium for Strategy's shares over Bitcoin reached more than 2.5 times, indicating strong market support for the company's crypto strategy [6]
Bitcoin Holds Above $90K, PNC Launches Bitcoin Trading With Coinbase | Bloomberg Crypto 12/9/2025
Bloomberg Television· 2025-12-09 20:24
TIM: WELCOME TO BLOOMBERG CRYPTO. STARLET: -- BITCOIN IS AT SESSION HIGHS WITH VOLATILITY UPENDING THE CRYPTO INDUSTRY. WE WILL SPEAK TO DAVID BAILEY, THE ASSET COMPANY KNOWN FOR SHIFTING THE FAMILY ON CRYPTO.SCARLETT: AN EARLY INVESTOR IN POLYMARKET AS SCRUTINY GOES -- GROWS IN PREDICTION MARKETS. TIM: FIRST LET'S TAKE A LOOK AT WHERE BITCOIN IS. THEY ARE ACTUALLY SEEING IT AT SESSION HIGHS.REALLY BOUNCING BACK. UP ABOUT 3% SURGING THIS MORNING TO ABOUT 94,000 PER BITCOIN. THIS IS THE HIGHEST IT HAS BEEN G ...
X @aixbt
aixbt· 2025-12-08 21:26
Market Trends - Ethereum ETFs experienced outflows of $14 billion last month, marking their worst performance ever [1] - Digital asset treasuries absorbed 300,000 ETH, valued at $800 million, during the same period [1] Institutional Activity - BPCE is launching ETH trading to 2 million French customers on Monday [1] Investment Strategy - ETF holders are capitulating into balance sheets that never sell [1] - The divergence gap is expected to close violently [1]
Bitcoin's BIGGEST Risk, Rate Cuts Incoming & 2026 Predictions
Coin Bureau· 2025-12-08 08:06
All eyes on Powell. Bitcoin chops sideways. DATs collapse. Liquidity turns. This week’s live stream breaks down the biggest stories driving the crypto markets and what to watch heading into the FOMC meeting. We look at the market’s reaction to macro data, why Digital Asset Treasuries are collapsing, and the single biggest factor that could decide next year’s market direction: global liquidity. Plus: Louis with TA, portfolio competition, tweets of the week, top performers, and major dates for your diary. ~~~ ...
From 2,600% Gain to 86% Wipeout, Crypto’s Hottest Trade Crumpled
Yahoo Finance· 2025-12-06 14:00
Core Insights - The initial success of companies investing in Bitcoin and digital tokens has rapidly turned into significant losses, with many firms experiencing drastic declines in stock prices [1][5]. Group 1: Market Trends - The strategy of using corporate cash to purchase Bitcoin and other digital tokens was popularized by Michael Saylor, leading to a surge in share prices for over a hundred companies that adopted this model [2]. - Digital asset treasuries became a major trend in public markets, attracting investments from notable figures such as Peter Thiel and the Trump family [2]. Group 2: Company Performance - SharpLink Gaming Inc. saw its stock price increase by over 2,600% after announcing a pivot to acquiring Ethereum tokens, but has since fallen 86% from its peak, now valued at less than its digital token holdings [3][4]. - Greenlane Holdings experienced a more severe decline, with its stock plummeting over 99% despite holding approximately $48 million in BERA crypto tokens [4]. Group 3: Investor Sentiment - Analysts indicate that investors have recognized the lack of yield from holding digital assets, leading to a contraction in stock prices for many companies involved in this trend [5]. - The median stock price for US and Canadian-listed companies that became digital asset treasuries has decreased by 43% this year, while Bitcoin itself has only dropped about 6% [5]. Group 4: Future Outlook - A significant portion of digital asset treasuries are projected to end the year below their starting prices, with 70% of these companies on track for losses [6].