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ARK Bitcoin Research | 2025 Mid-Year Review
ARK InvestΒ· 2025-07-11 16:11
Hello everyone. I'm David Quell, research trading analyst and associate portfolio manager here for digital assets at Arc Invest. Today we're going to go through Bitcoin and see what's new since then.So I'm going to press play and see how it goes. So my first key takeaway u out of 2024 and going into 2025 is the success of the Bitcoin spot ETF launch in the US. Uh this has been the most successful ETF launch in history.And to give you an idea of why um the cumulative flows into Bitcoin ETF surpassed at the v ...
X @TylerD πŸ§™β€β™‚οΈ
Today's crypto corporate treasury news is out of BIT Mining πŸ’°Which is looking to raise up $200M-$300M to buy SOL for its treasuryIf they're able to pull it off, that raise would put them in the top 5 of SOL corporate treasuries along with DFDV, Sol Strategies and Upexi https://t.co/aRJZAKstB6 ...
K Wave Media (NASDAQ: KWM) Secures $1 Billion Capital Capacity to Drive Bitcoin Treasury Strategy; Announces $500 M Convertible Note with Anson Funds
GlobenewswireΒ· 2025-07-10 12:22
NEW YORK and SEOUL, South Korea, July 10, 2025 (GLOBE NEWSWIRE) -- K Wave Media Inc. (Nasdaq: KWM) (β€œK Wave” or the β€œCompany”), the first Nasdaq-listed public company to integrate Korean cultural content with a Bitcoin-focused corporate treasury model, today announced entering into a convertible note agreement with Anson Funds where Anson agreed to provide up to $500 million in financing under which KWM will allocate minimum 80% of the net proceeds toward purchase of BTC. The first tranche will be the issua ...
X @TylerD πŸ§™β€β™‚οΈ
There it isGAME hits $2.20, clean double from yesterday https://t.co/QJ2uM2YFtATylerD πŸ§™β€β™‚οΈ (@Tyler_Did_It):Looks like GAME stock wants to take a run at $2 todayJust a day after announcing their plans to accumulate a $100M ETH Corporate Treasury https://t.co/Is3ucdWM6s ...
X @TylerD πŸ§™β€β™‚οΈ
DJohnson one of the best for live info and analysis on these Crypto Corporate Treasury stock plays these daysMust followdjohnson (@DJohnson_CPA):Billion $ SPAC crypto treasury deal from $MBAV trades down 6% on the day.Think SPACs don't react that well to these at the moment for a few reasons-1. Tons of volatility in treasury cos to chase elsewhere right now2. The heavy sellers are SPAC arbs and not the company doing ...
X @TylerD πŸ§™β€β™‚οΈ
GAME stock ends the day up 60% to $1.59 πŸ“ˆIf you're in alts, pivot to ETH corporate treasury stocks https://t.co/Fb3ZOnZkUqTylerD πŸ§™β€β™‚οΈ (@Tyler_Did_It):Another potential 9-figure ETH corporate treasury on the books πŸ’°GameSquare Holdings (GAME) raises $8M to buy ETH at $0.95 per shareBoard approves up to $100M in ETH investments over time... https://t.co/qaq8NEfubo ...
X @TylerD πŸ§™β€β™‚οΈ
Another potential 9-figure ETH corporate treasury on the books πŸ’°GameSquare Holdings (GAME) raises $8M to buy ETH at $0.95 per shareBoard approves up to $100M in ETH investments over time... https://t.co/qaq8NEfubo ...
X @TylerD πŸ§™β€β™‚οΈ
Going live for UNDER EXPOSED in 20 minutes!We are talking:- Macro, BBB and the Invest Act and who are the winners- The Crypto Corp Treasury stock trade- Pump Fun token sale reactions+ a lot moreJoin us live at 12 pm ET!TylerD πŸ§™β€β™‚οΈ (@Tyler_Did_It):Back tomorrow for UNDER EXPOSED!@DeeZe + @CSURAM88 + @0xGeebz all join as we chat:- Macro, the BBB and the Invest Act impacts- The Crypto Corporate Treasury stock trade- Pump Fun presale: buy or sell+ a whole lot moreJoin us live at 12 pm ET!https://t.co/cwg7xo6CcO ...
X @TylerD πŸ§™β€β™‚οΈ
Back tomorrow for UNDER EXPOSED!@DeeZe + @CSURAM88 + @0xGeebz all join as we chat:- Macro, the BBB and the Invest Act impacts- The Crypto Corporate Treasury stock trade- Pump Fun presale: buy or sell+ a whole lot moreJoin us live at 12 pm ET!https://t.co/cwg7xo6CcO https://t.co/20CiUg47ZP ...
X @TylerD πŸ§™β€β™‚οΈ
We've now entered the stage of the Crypto Corporate Treasury cycle where companies are full swapping their ports from one token to anotherThere is a good chance this meta is going to get crazier than any of us are imagining... ...