🇯🇵 BULLISH: Tokyo-listed Quantum Solutions announces it has bought 2,365 $ETH in just 7 days, making it the largest ETH treasury company in Japan, backed by Ark Invest. https://t.co/rSY8Z2tb2L ...

Had Avichal from Electric & Mike from Etherfi on DeFi's institutional era, the state of ETH treasury companies, and the newly popular neobank biz model.Great for DeFi evangelists. So bullish rnhttps://t.co/XLKbpGITM4 ...

Convertible Bond Offering - Ether 作为一种支付超过 3% 收益的资产，非常适合用于可转换债券发行 [1] - 以太坊的波动性和收益性使其成为可转换债券的理想选择 [1] - 公司认为以太坊有发行可转换债券的潜力 [1] Capital Strategy - 公司不惜一切代价筹集资金 [1] - 公司不会为了追赶最大的 ETH 金库而做愚蠢的事情 [1] - 公司不会做以后会后悔的事情，而是以聪明的方式进行长期投资 [2]

Bitcoin & Stablecoins - Twenty One co-founders are considered inventors of stablecoins [1] - Twenty One built a Bitcoin treasury company [1] - The largest stablecoin creators do not view an ETH treasury favorably [1]

Treasury Holdings - SharpLink ETH treasury 持有价值 36 亿美元的 ETH [1] - SharpLink ETH treasury 增加了超过 56,000 个 ETH [1]

Business Model & Strategy - BitMine (BMNR) is adopting a MicroStrategy-style strategy by issuing stock to acquire ETH, establishing an "ETH treasury" [1] - The model's success relies on maintaining a high market NAV (mNAV) premium to continuously fund ETH accumulation [1] Risks & Challenges - The strategy is vulnerable to ETH price declines, which could erode the value of the treasury [1] - Shrinking market premiums pose a significant risk to the model's ability to fund further ETH purchases [1] - Weak liquidity and the absence of substantial real business revenue create additional challenges for long-term sustainability [1] - The company's survival is contingent on sustained market trust and confidence in its approach [1]

4/ ETHZilla has entered the fray, acquiring 82,186 ETH at an average price of $3,806.71.Backed by Peter Thiel, the firm has quickly become the fifth-largest ETH treasury holder and holds around $238M for future buys. ...

GameSquare closes $70 million public offering to expand ETH treasury https://t.co/BIcmAUacnc ...