If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start 2026, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential ...

arbitrum generates $50m annual revenue at 97.8% margins, holds $200m non-arb treasury assets, processes $17b tvl. arb token gets zero percent of this. no revenue share, no staking yield, nothing. just governance voting that 0.01% of holders care about. protocol prints money, token bleeds forever ...

bitmine accelerating to 96,798 eth per week gets them 5% of supply by q2. eth/btc ratio at 0.035 vs 0.06-0.08 historic range. they're collecting 3-4% staking yield on $12b while eth/btc mean reverts. every eth they stake compounds their position. other miners copying this playbook changes the entire supply dynamic ...

ETF Market Dynamics - Outflows from Bitcoin ETFs are small relative to the massive inflows over the past 18 months, representing only a couple percentage points [1] - Ethereum ETFs have experienced approximately $25 billion outflows, warranting close attention [2] - A significant portion of the outflows is attributed to the basis trade, a strategy favored by hedge funds [3] - The basis trade, involving selling front-month futures contracts and buying spot at the same time, offered an annualized yield that has fluctuated, reaching 20% at times but now below 5% [4][5] - Decreased interest in the basis trade is driving money out of these ETFs, while retail investors and long-term investment advisors continue to buy [5] - The ETF space is experiencing aggressive growth, with inflows exceeding $1 trillion this year [15] Crypto Regulation and Taxation - Uncertainty surrounding regulatory clarity from the SEC and CFTC has been a concern for institutional investors in crypto ETFs and crypto investing [7] - Tax changes, including guidance from the IRS on "good income" versus "bad income," are expected to reshape the crypto landscape [6][8] - The tax treatment of staking yield, where assets are locked up to contribute to the network in return for in-kind Ethereum, is currently unclear [9][10] - Crypto ETFs are starting to allow for staking yield, but some institutional investors are hesitant due to potential tax implications [10] ETF Product Innovation - Hundreds of new crypto ETFs with different variations, leverage, and yield plays are expected to launch [12] - "Manufactured yield" products, using derivatives to generate high yields (sometimes over 80%), are gaining popularity [12][13] - Active ETFs, including "boomer candy" products offering downside protection, are growing rapidly, with legacy asset managers entering the market [13][14] - Goldman Sachs is acquiring a company specializing in buffer products, indicating a significant move into the active ETF space [14][15]

Core Insights - Safello has launched the Safello Bittensor Staked TAO ETP on the SIX Swiss Exchange, aiming to enhance access to Bittensor (TAO) exposure across Europe [1][2] - The ETP is designed to provide a regulated vehicle that mirrors the performance and staking yield of the TAO token, with a management fee of 1.49% [2] - The product offers 100% physical backing through staked TAO, allowing investors to benefit from both price exposure and staking rewards [3][4] Product Structure - The ETP combines appreciation potential of TAO with reinvested staking yields, creating a total return instrument [4] - This structure caters to a growing market preference for regulated, yield-generating crypto products that simplify investor participation [4] Revenue Model - Safello will receive a revenue share based on the ETP's assets under management (AUM), representing a new revenue stream as the company diversifies its product offerings [5] - The long-term financial impact of this listing will depend on market demand for TAO exposure [5] Strategic Collaboration - The partnership with DDA ETP AG aligns with Safello's goal of providing compliant crypto investment options across Europe [6] - The launch of STAO supports Safello's mission to enhance accessibility to digital assets while ensuring regulatory clarity and investor protections [6] Market Context - CoinShares reported that digital asset investment products experienced $2 billion in outflows, marking the heaviest weekly withdrawals since February [7] - This sell-off has resulted in total outflows of $3.2 billion over three consecutive weeks [7]

Core Insights - Onfolio Holdings Inc. has secured up to $300 million in financing through a convertible note facility with a U.S.-based institutional investor, significantly strengthening its financial position and supporting its next phase of expansion [1][2][3] Financing Details - The initial tranche of $6 million is set to close on November 18, 2025, with an additional $2 million expected at a second closing approximately 30 days later [15] - Up to $292 million remains available in potential future tranches, subject to certain conditions [15] Strategic Objectives - The financing will enable Onfolio to build its digital asset treasury, generate yield through staking, strengthen its balance sheet, and accelerate the growth of its operating businesses [2][3] - The company aims to invest directly in Bitcoin, Ethereum, and Solana, utilizing established digital finance platforms to earn returns on invested capital [3][9] Growth Model - Onfolio is developing a modern public holding company model that combines operating cash flow from online businesses with a diversified digital asset treasury designed to generate yield [4][12] - The company believes that pairing a digital asset treasury with scalable operating profits can create long-term value for shareholders [5] Allocation of Proceeds - In future tranches, 75% of net proceeds will be allocated to digital asset purchases, while 25% will support strategic growth initiatives [11] - The proceeds will also be used to strengthen the company's balance sheet, enhance operational efficiency, and fund accretive acquisitions of cash-flowing businesses [14]

ethereum validators in record exit queues. back to april 2024 validator counts. these aren't traders, they're infrastructure providers locking 32 eth minimum who just gave up. 3.5% staking yield minus hardware costs minus slashing risk equals maybe $3k yearly on $110k locked. sky savings pays 4.75% on usds with zero infrastructure. months of forced eth selling ahead as exits process. ...

Core Insights - Solana Company has updated its holdings of Solana (SOL) tokens and cash as of October 29, 2025, reflecting its strategy to maximize SOL per share through disciplined asset management [1][2] Group 1: Holdings and Financials - As of October 29, the Company holds over 2.3 million SOL, an increase of approximately 1 million since the last update on October 6 [2] - The Company and its subsidiaries collectively hold more than $15 million in cash and stablecoins, which will be utilized to further its digital asset strategy [2] Group 2: Staking Performance - For October, the average gross staking yield was 7.03% APY, outperforming the stake-weighted average of the top 10 validators by approximately 36 basis points [3] - The staking yield generates consistent daily on-chain revenue while maintaining full liquidity and custody of the underlying assets [3] Group 3: Strategic Insights - The Company has increased its SOL holdings by roughly 5% in less than a month, with a gross staking yield exceeding 7% [4] - Institutional engagement with Solana Company has accelerated due to key network milestones and ecosystem developments, focusing on transparency and growth [4] Group 4: Market Position - Solana is recognized as one of the fastest-growing blockchain networks, processing over 3,500 transactions per second and maintaining approximately 3.7 million daily active wallets [4] - The network is a leader in transaction revenue and user adoption, offering an estimated 7% native staking yield, positioning SOL as a financially productive asset for long-term treasuries [4] Group 5: Company Overview - Solana Company, in partnership with Pantera Capital and Summer Capital, serves as a dedicated vehicle for institutional participation in the Solana ecosystem [5] - The Company's approach integrates capital markets access, on-chain management, and long-term staking to compound SOL-denominated returns [5]

21shares solana etf gets sec approval with 6-7% staking yield built in. bitcoin and ethereum etfs can't offer yield. sol becomes the first major crypto where etf buyers earn passive income just for holding. $4.1b already sitting in sol products before this even launches. staking changes everything for allocation committees who need yield not just exposure ...

Ethereum DATs (Digital Asset Treasuries) Strategy - DAT strategy tracks capital inflows and differentiates through various approaches [1] - DAT model is inspired by MicroStrategy's BTC strategy, but ETH treasuries have advantages like staking yield and programmable finance [2] - DATs aim to provide a pure ETH exposure vehicle for institutions that can't or won't buy spot or ETF [2] Market Opportunity & Risks - Less than 0.1% of institutions currently own ETH, indicating significant potential for institutional adoption [2] - Ethereum is perceived to be at its "2017 moment," suggesting an incoming institutional flood [2] - The biggest risk is not being exposed to ETH and AI [4] Capital & Treasury Management - Creative treasury management is critical, favoring unsecured converts over toxic secured debt [3] - Equity financing above NAV (Net Asset Value) and leveraging liquidity + yield are important [3] - Top-tier DATs will survive by focusing on yield, infrastructure building, regional presence, and multi-token strategies [4] Industry Perspectives - Ethereum is considered the trust layer of the decentralized global economy [4] - Ethereum is in a supercycle, with Wall Street and AI building on-chain [4] - DATs compound ETH/share via yield and treasury strategy [4]