Sora Ventures launches $1 billion fund to support bitcoin treasury firms in Asia https://t.co/zm33rEVIrH ...

Core Viewpoint - Sequans Communications has announced a change in the ratio of its American Depositary Shares (ADS) to ordinary shares, moving from 1:10 to 1:100, effective September 17, 2025, to enhance market appeal and operational efficiency [1][2][3]. Company Overview - Sequans Communications S.A. is a fabless semiconductor company specializing in wireless 4G/5G cellular technology for the Internet of Things (IoT) and is a pioneer in adopting Bitcoin as a treasury reserve asset [5][8]. - The company intends to strategically accumulate Bitcoin as its primary treasury reserve asset, utilizing proceeds from equity and debt issuances, as well as cash generated from operations [5]. ADS Ratio Change Details - The new ADS ratio will be effective before trading begins on the NYSE on September 17, 2025, and will function similarly to a one-for-ten reverse ADS split [2][3]. - Holders of ADSs will not need to take action for the automatic exchange, while those with certificate form ADSs must exchange their certificates at a rate of 10 old ADSs for 1 new ADS [3]. Objectives of the ADS Ratio Change - **Practicality and Convenience**: The change aims to reduce the number of outstanding ADSs for operational efficiency following a capital increase in July 2025 [7]. - **Enhanced Market Appeal**: A higher per-ADS price is expected to attract a broader range of institutional investors [7]. - **Regulatory Compliance and Strategic Flexibility**: The adjustment will help ensure compliance with NYSE listing requirements and provide resilience against market volatility [7]. Technology and Innovation - Sequans develops technologies for AI-connected applications, including secured payments, smart mobility, and smart cities, and offers a comprehensive portfolio of 4G/5G solutions tailored for IoT [8].

Core Viewpoint - Sequans Communications has strategically increased its Bitcoin holdings, acquiring an additional 34 bitcoins for approximately $3.8 million, bringing its total to 3,205 bitcoins valued at around $374 million, reflecting a long-term investment strategy in Bitcoin as a primary treasury reserve asset [1][2][3]. Group 1: 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 recognized as a pioneer in Bitcoin treasury management [3][5]. - The company intends to accumulate Bitcoin using net proceeds from equity and debt issuances, as well as cash generated from operations and intellectual property monetization [3]. Group 2: Financial Details - The recent acquisition of 34 bitcoins was made at an average price of $111,374 per bitcoin, inclusive of fees [1]. - The total net investment in Bitcoin amounts to approximately $374 million, with an average acquisition price of $116,653 per bitcoin [2]. Group 3: Strategic Positioning - Sequans aims to combine its strategic Bitcoin reserve with a strong focus on semiconductor innovation to create long-term value [4]. - The company develops technologies for AI-connected applications, including secured payment systems, smart mobility, and smart cities, which are supported by its comprehensive portfolio of 4G/5G solutions [4].

JUST IN: 🇰🇷 South Korea’s Bitplanet launches country’s first institutional Bitcoin treasury firm, starting with a $40 MILLION BTC purchase. 🚀 https://t.co/vq5mlyT8C9 ...

Bitcoin & Corporate Finance - Strategy 公司的 Bitcoin Treasury Manager 讨论了 Bitcoin 原生 KPI 如何重塑公司财务 [1] - 行业关注 Bitcoin 支持的信贷产品的兴起 [1] Bitcoin Price Prediction - 报告提及 Bitcoin 在 21 年内达到 2100 万美元的目标 [1] Career Path - 报告涉及 Strategy 公司的 Bitcoin Treasury Manager 从哈佛到 Strategy 的职业道路 [1]

Financial Risks in Real Estate - Holding 100% of reserves in dollars is considered financial suicide for real estate investors [1] - Operating costs are increasing at a faster rate than rents, impacting profitability [1] - Vacancies and tenant improvements are draining cash flow [1] Bitcoin Treasury as a Solution - A Bitcoin Treasury enables real estate owners to increase purchasing power [1] - Bitcoin Treasury helps build and maintain adequate reserves for maintenance and capital expenditures (capex) [1] - Bitcoin Treasury can improve creditworthiness for real estate owners [1] Call to Action - The industry needs to discuss and challenge the traditional financial strategies in real estate [1]

RT Bitcoin Archive (@BTC_Archive)💥🎙️"WHY I SOLD MY BITCOIN"- Willy Woo on The Archie PodcastWilly is convinced we are in the late stages of the bull market before a downturn.We talk about:- Bitcoin Treasury Co bubble- 4 Year cycles could be over- Bitcoin is now a global macro asset- Investing in Bitcoin start-ups𝕏: @woonomic**Partners**GEMINI - Buy Bitcoin👉https://t.co/cZnlZWZIbc- Gemini is a full-reserve, and highly-regulated cryptocurrency exchange and custodian.DeBiFi - Bitcoin-backed loans👉https://t.co/ ...

Financial Strategy - Sequans plans a $200 million share sale [1] - The purpose of the share sale is to build a Bitcoin treasury [1] Company Focus - Sequans is a French chipmaker [1]

Mergers & Acquisitions - KindlyMD 完成与 @nakamoto 的合并，旨在建立比特币国库 [1] - KindlyMD 通过 PIPE 融资筹集 540 million 美元 [1] - KindlyMD 完成首次收购，以 679 million 美元收购 5,743.91 BTC [1] Bitcoin Treasury - KindlyMD 现在是第 16 大企业比特币国库 [1]

Core Insights - The Bitcoin treasury sector has rapidly transitioned from niche to mainstream, attracting significant investment during a prolonged funding drought for growth companies [1][2] - Coinsilium Group Limited has raised £17 million to invest in Bitcoin, capitalizing on the recent price surge [3][4] Industry Overview - Bitcoin treasury involves companies holding traditional assets while investing surplus cash in Bitcoin, allowing them to benefit from its value appreciation [3][4] - The current price of Bitcoin is around $120,000, with forecasts suggesting it could rise to $200,000 next year, and potentially reach $1 million within five years [5] - The US leads in Bitcoin treasury adoption, with companies like MicroStrategy and Tesla holding substantial crypto assets [5] Regulatory Environment - The Genuis Act by US President Donald Trump aims to provide regulatory clarity for stablecoins, which may positively impact the broader cryptocurrency market [6] - The UK government appears less enthusiastic about embracing crypto compared to previous administrations, despite strong retail demand [7] Company Developments - Coinsilium has established a subsidiary, Forza!, focused on Bitcoin treasury management, currently holding approximately 181.96 Bitcoin valued at nearly $22 million [8] - The company has a history of nurturing blockchain innovation and is exploring opportunities for acquisitions to enhance Bitcoin generation [10][11] Market Dynamics - The demand for Bitcoin is driven by retail investors and institutional interest, fueled by distrust in fiat currencies and the cryptocurrency's role as an inflation hedge [4][5] - Coinsilium's market capitalization does not currently reflect the potential value of its portfolio investments, which may mature and provide unexpected value [11]