Company Overview - Sequans Communications S.A. is a leading fabless semiconductor company specializing in wireless 4G/5G cellular technology for the Internet of Things (IoT) and is a pioneer in Bitcoin Treasury [3][4] - The company designs and develops innovative, secure, and scalable technologies for AI-connected applications, including secured payment, smart mobility, logistics, smart cities, industrial, e-health, and smart homes [3] - Sequans offers a comprehensive portfolio of 4G/5G solutions, including LTE-M/NB-IoT, 4G LTE Cat 1bis, and 5G NR RedCap/eRedCap platforms, focusing on breakthroughs in wireless connectivity, power efficiency, security, and performance [3] Recent Developments - Dr. Georges Karam, President and CEO of Sequans, will participate in a fireside chat at the 28th Annual Needham Growth Conference on January 13, 2026, in New York City [1] - The company will also conduct one-on-one meetings with investors throughout the day of the conference [1] Global Presence - Founded in 2003, Sequans is headquartered in France and operates globally with offices in the United States, United Kingdom, Switzerland, Israel, Finland, Taiwan, and China [4]

Group 1 - Prenetics Global Limited has ceased its daily Bitcoin purchasing activity as of December 4 and will not acquire Bitcoin in the future following Board approval [1][6] - The company currently holds 510.03 BTC, valued at over $44.8 billion, and will continue to hold these as a treasury reserve asset [6] - The decision to stop acquiring Bitcoin is influenced by a lack of confidence in digital asset treasuries amid a market crash [7] Group 2 - Prenetics is focusing its resources on the IM8 brand, co-founded by David Beckham, which has achieved over $100 million in annualized recurring revenue since its launch [2][9] - The management team believes that dedicating attention to IM8 represents a significant opportunity for sustainable shareholder value [9] - The stock price of PRE was trading at $15.72, down 3.5% on the day of the announcement [9]

Core Viewpoint - Grant Cardone plans to launch a publicly traded company in 2026 that will hold the world's largest corporate Bitcoin treasury, funded by rental income from U.S. real estate rather than debt [2][3]. Group 1: Company Strategy - The company aims to build the largest real estate Bitcoin publicly traded treasury, relying on steady cash flow from Cardone Capital, which manages approximately $5.5 billion in multifamily properties across the U.S. [3] - The balance sheet currently holds $300 million worth of Bitcoin, with plans to acquire more in the upcoming year [4]. - The strategy is described as a hybrid model combining real estate and Bitcoin to hedge against inflation while targeting returns of around 20% [5]. Group 2: Investment Approach - Cardone's approach contrasts with leveraged Bitcoin strategies that depend on issuing debt; instead, it utilizes rents and tax-advantaged depreciation to consistently acquire Bitcoin over time [3]. - The combination of a stable revenue source from real estate with the volatility of Bitcoin is intended to create a more resilient long-term investment structure [6]. Group 3: Market Engagement - Cardone has taken steps to integrate Bitcoin into real estate by listing his oceanfront mansion in Miami for sale exclusively in Bitcoin, priced at 400 BTC [7][8].

Core Viewpoint - Semler Scientific's Chairman Eric Semler is urging shareholders to vote in favor of the merger with Strive, scheduled for a special meeting on January 13, 2026, despite a 21% decline in stock value since the acquisition announcement [1][2]. Group 1: Merger Details - Shareholders of Semler Scientific will receive 21.05 shares of Strive (ASST) for each share of Semler (SMLR) upon completion of the merger [2]. - The combined entity is expected to hold nearly 13,000 bitcoins, positioning it among the top five pure-play bitcoin treasuries according to Bitcointreasuries.net [2]. Group 2: Executive Statements - Eric Semler expressed that the merger provides SMLR shareholders the opportunity to benefit from one of the leading digital credit companies, emphasizing the significant bitcoin holdings post-merger [2]. - Following the transaction, Eric Semler confirmed his intention to join the board of directors at Strive [2].

Group 1 - Strategy Inc. (NASDAQ:MSTR) is considered one of the best beaten-down technology stocks to buy, with a recent Buy rating from Citi, although the price target was cut from $485 to $325 [1][2] - The price target adjustment follows an update in valuation multiples for the digital assets group, but the long-term outlook for the sector remains optimistic, with expectations of legislative reform to boost industry stocks [2] - S&P Global Ratings affirmed Strategy Inc. at 'B-' with a stable outlook, highlighting the company's new U.S. dollar reserve as a credit positive, which helps cover preferred dividends and coupon payments for 12–24 months, thus reducing liquidity risk [3] Group 2 - Between December 8 and December 14, Strategy sold 163,306 shares of its 10% Series A Perpetual Strife Preferred Stock, generating $16.3 million in notional value and $18 million in net proceeds after sales commissions [4] - The company also sold 1.03 million shares of 10% Series A Perpetual Stride Preferred Stock, with a notional value of $102.9 million and net proceeds of $82.2 million [4] - During the same week, Strategy acquired 10,645 Bitcoins for an aggregate price of $980.3 million, averaging $92,098 per Bitcoin, bringing its total Bitcoin holdings to 671,268, valued at approximately $50.33 billion as of December 14, 2025 [5][6]

Group 1 - Strive Asset Management, LLC (NASDAQ:ASST) experienced a price surge of 7.03% on Wednesday, closing at $0.8620, as investors increased their positions following a failure to meet exchange listing requirements [1][4] - The company has been trading below the $1 minimum bid price for 10 consecutive days since December 11, 2025, which raises concerns about potential delisting from the Nasdaq [2] - Strive announced an increase in its annual dividend rate for preferred stockholders to 12.25% from 12%, with monthly payments starting in January 2026 [2][3] Group 2 - The first round of dividends, amounting to $1.0208 per share, will be payable on January 15, 2026, to preferred shareholders recorded as of January 1, 2026 [3] - Strive Asset Management holds approximately 7,525 Bitcoins as of November 7, 2025, positioning itself as a Bitcoin treasury company [4]

Company Ownership & Governance - Metaplanet's December 22nd EGM allows foreign institutions to vote via proxy for the first time [1] - Capital Group owns 11.45% of Metaplanet after doubling its stake [1] - BlackRock and Vanguard hold significant stakes in Metaplanet [1] Financial Performance & Strategy - The vote concerns strategy after 80 days without buying BTC [1] - Metaplanet faces $690 million in unrealized losses [1] - Foreign investors are deciding the future of Metaplanet's Japanese Bitcoin treasury [1]

Core Viewpoint - Sequans Communications has successfully completed its ADS repurchase program and has initiated a new buyback program to enhance shareholder value through disciplined capital allocation and strategic execution [1][3]. Group 1: ADS Repurchase Program - As of December 17, 2025, Sequans repurchased a total of 1,516,973 American Depositary Shares (ADSs), which is approximately 9.7% of the outstanding ADSs, at an average price of $6.17 per ADS [2]. - The current number of outstanding ADSs is approximately 14.5 million, or 15.5 million if including potential exercise of pre-funded warrants, resulting in a 6.1% yield in Bitcoin per outstanding ADS [2]. - The repurchase was funded through proceeds from recent Bitcoin dispositions, reflecting the company's disciplined capital allocation strategy [2]. Group 2: New Buyback Program - The Board of Directors has approved a new ADS repurchase program, allowing for the buyback of up to an additional 10% of the outstanding ADSs [4]. - The timing and amount of repurchases under the new program will depend on market conditions, ADS price, and other factors, and will be executed in accordance with applicable regulations [4]. Group 3: Company Overview - Sequans Communications S.A. is a leading fabless semiconductor company specializing in wireless 4G/5G cellular technology for the Internet of Things (IoT) and is a pioneer in Bitcoin Treasury [7]. - The company designs and develops innovative technologies that support AI-connected applications, including secured payment, smart mobility, and smart cities [7]. - Founded in 2003 and headquartered in France, Sequans operates globally with offices in multiple countries, including the United States, United Kingdom, and China [8].

RT Gareth Jenkinson (@gazza_jenks)So, @saifedean is moving into the Bitcoin Treasury space as an advisor to @AfricaBitCorp.Why? Well, join me, @rkbaggs @staffordmasie @wheatley_warren and Saifedean as we unpack WHY Bitcoin Treasury companies will transform finance.https://t.co/9DkdeZi3eO ...

Bitcoin treasury company KindlyMD is at risk of being delisted from Nasdaq. According to the exchange’s rule, the company has until June 8, 2026 to regain compliance. To do that, the company’s share price has to close at $1 or more for a minimum of 10 consecutive business days. The company's shares—which trade on Nasdaq under the NAKA ticker—closed at $0.38 on Tuesday. The shares have consistently closed below $1 through October and November, with NAKA falling nearly 99% from its yearly peak price of $34. ...