🚨 LATEST: The Fellowship PAC is a newly formed political action committee (PAC) that is committing $100M+ to "back pro-innovation, pro-crypto candidates—and keep America #1 in digital assets & entrepreneurship." https://t.co/msAAb8T0rZ ...

Core Insights - The company continues to aggressively accumulate Bitcoin, solidifying its position as the largest corporate holder of Bitcoin globally [1][2][6] - Recent acquisition of 525 BTC for $60.2 million reflects the company's ongoing commitment to Bitcoin as its primary treasury reserve asset [1][2] - The total Bitcoin holdings now stand at 638,985 BTC, with an aggregate purchase cost of $47.23 billion, indicating a strong profit margin at current market valuations [2][6] Acquisition Strategy - The recent Bitcoin purchases were financed through proceeds from the company's at-the-market (ATM) equity offering programs, raising $68.2 million in net proceeds [3][4] - The structured financing model allows the company to accumulate Bitcoin without over-leveraging its balance sheet, maintaining operational flexibility [4] Strategic Positioning - Michael Saylor advocates for Bitcoin as a superior store of value compared to traditional assets like gold, positioning the company as a leader in corporate treasury diversification [5][6] - The company's substantial Bitcoin reserves exceed those of most countries, granting it a unique influence within the global crypto economy [6][7] Long-term Vision - The company's strategy reflects a long-term view of Bitcoin as a generational hedge and a cornerstone of corporate strategy, rather than a speculative investment [7]

Hyperscale Data launched a $100 million Bitcoin treasury strategy while pivoting to AI and digital assets. According to a recent announcement, the Las Vegas-based company will fund the initiative through Montana data center asset sales and equity offerings. Meanwhile, Hyperscale plans to expand its Michigan campus from 30 MW to potentially 340 MW for AI and cloud computing operations. The move positions Bitcoin as a primary treasury reserve, as the company already holds $1.33 million in digital assets, ...

Standard Chartered’s venture building arm plans to soon start raising capital for a $250 million fund focused on investments in digital assets in the financial services sector https://t.co/99NS7ofBPj ...

Singapore Gulf Bank (SGB) and Matrixport’s Cactus Custody announced a partnership to offer institutions 24/7 regulated fiat custody, combining SGB’s licensed banking infrastructure with Cactus Custody’s digital asset platform, allowing clients to manage cash and digital assets on one platform and use SGB Net for faster, safer cross-border transfers.https://t.co/9a64h6DVUv ...

Core Viewpoint - Hyperscale Data, Inc. is transitioning into a pure play AI data center and digital asset company, launching a $100 million Bitcoin treasury strategy while expanding its Michigan campus for AI and high-performance computing [1][2][5]. Group 1: Bitcoin Treasury Strategy - The company plans to hold Bitcoin as a primary treasury reserve asset, similar to MicroStrategy's approach, leveraging its experience in mining Bitcoin through its subsidiary Sentinum, Inc. [2] - Hyperscale Data will publish its crypto asset holdings weekly to ensure transparency and accountability in its treasury program [3]. Group 2: Michigan AI Data Center Expansion - The Michigan facility currently has a power capacity of approximately 30 megawatts (MW) and aims to expand to 70 MW over the next 20 months, with potential for further growth to around 340 MW, subject to agreements and funding [4]. - The facility is designed to support enterprise AI and cloud clients using GPU-based infrastructure, with NVIDIA technology being a key component of customer demand [4]. Group 3: Company Evolution and Strategy - The CEO emphasized that this is a pivotal moment for the company, focusing on building value through Bitcoin accumulation and the expansion of the Michigan campus, positioning Hyperscale Data as a growth story in AI and digital assets [5]. - The company is also preparing for the divestiture of its subsidiary Ault Capital Group, expected in the first quarter of 2026, which will allow it to concentrate on data center operations and digital asset holdings [7].

London Stock Exchange Group has rolled out a blockchain-based platform initially focused on private funds, marking a push by the bourse operator into digital assets https://t.co/Kc89MAKhOp ...

Industry groups urge British govt. to include digital assets in UK–US Tech Bridge ahead of second Trump state visit https://t.co/IILh1WqeX1 ...

UK trade groups have urged the UK Business Secretary to include blockchain collaboration in the upcoming UK–US Tech Bridge agreement. In a letter, they emphasized the strategic importance of stablecoins and tokenization for both economies. They warned that excluding digital assets could marginalize the UK in future financial standard-setting. https://t.co/4wcG1QWnVe ...

Core Insights - Figure Technology Solutions experienced a strong market debut, with shares rising 24% to close at $31.11, resulting in a multibillion-dollar market capitalization and attracting institutional investors [1][4] - The company raised approximately $787 million through its IPO, indicating significant investor interest in its blockchain-based technologies for capital markets [4][6] Blockchain and Technology - Figure's blockchain-centered approach aims to enhance efficiencies in lending and asset settlement, moving away from traditional settlement processes [4][5] - The company operates a digital lien registry that allows for instant ownership changes, replacing lengthy paper processes with real-time verification [6] Product Expansion and Market Opportunity - Figure plans to utilize IPO proceeds to expand beyond its core home-equity and mortgage products, targeting a $185 billion revenue opportunity across various sectors [7] - The company has seen a 40% month-on-month growth in crypto-backed lending, with over 1,000 loans issued, amounting to nearly $100 million tied to bitcoin and ether collateral [8] Market Conditions and Regulatory Environment - Current macroeconomic conditions are favorable, with expectations of declining front-end rates as the Federal Reserve cuts rates, while long-term yields remain stable [9] - Regulatory clarity is essential for institutional adoption, with recent legislative measures seen as positive steps [10] Business Model and Future Vision - Figure aims to serve as a marketplace for third-party lenders and investors, automating underwriting processes and facilitating a three-stage flywheel model [11] - The company envisions democratizing access to prime brokerage through stablecoin lending directly to borrowers [12] Success Metrics and Near-Term Plans - Success will be measured by origination volume, take rate, and breadth of adoption, with a target of $2 billion a month in origination volume [13] - The company plans to maintain its core strengths while exploring new products and potential inorganic growth opportunities [13]