Core Insights - Upexi, Inc. reported a significant increase in its Solana treasury, now valued at $447 million, with an unrealized gain of $142 million, reflecting a strong performance in recent weeks [2][3][8] - The company has successfully closed three capital issuances, generating a 46% unrealized gain for shareholders and increasing adjusted SOL per share by 129% since the launch of its treasury strategy [3][10][11] Treasury Update - As of September 10, 2025, Upexi holds 2,018,419 SOL, a 1% increase from 2,000,518 SOL on August 4, 2025 [8] - The net asset value of the SOL is estimated at $447 million, based on a price of $221.59 per SOL, with the total cost of SOL being $306 million [8] - Approximately 53% of the SOL portfolio consists of locked SOL purchased at a discount, providing built-in gains for shareholders [8] Adjusted SOL per Share - Upexi introduced a new adjusted SOL per share metric, which as of September 10, 2025, stands at 0.0197 SOL or $4.37, reflecting increases of 56% and 126% respectively since the treasury strategy launch [9][11] - This metric aims to measure value creation from capital issuance, staking revenue, and discounted locked SOL purchases, while minimizing the impact of SOL price changes [10] Business Initiatives - Upexi established an Advisory Committee, welcoming Arthur Hayes as its first advisor, to enhance its visibility and strategic direction [3][8] - The company participated in several investor conferences, including the Canaccord Genuity Annual Growth Conference and the H.C. Wainwright Global Investment Conference, to engage with high-quality investors [8]

Core Viewpoint - Robin Energy Ltd. has strategically allocated $5 million in Bitcoin to enhance operational efficiency and adapt its treasury management to the evolving digital asset market [1][2]. Group 1: Company Strategy - The allocation of Bitcoin is part of a broader diversification strategy for Robin Energy, which also operates a Handysize tanker and an LPG carrier for petrochemical gases and petroleum products [3]. - CEO Petros Panagiotidis highlighted that Bitcoin's scarcity aligns with the company's long-term growth and shareholder value objectives [2]. - The company plans to continuously monitor market trends and may adjust its Bitcoin allocation based on future developments [2][6]. Group 2: Market Reaction - Following the announcement, Robin Energy's stock price surged nearly 100% on September 10, 2025, reaching an intraday high above $4.20 before retreating [4]. - The stock had previously traded around $1.87 throughout August, indicating a significant market response to the Bitcoin allocation [4]. - Trading volume increased dramatically, attracting both retail and institutional investors, reflecting a strong market interest in companies engaging with digital assets [5]. Group 3: Custody and Compliance - Robin Energy's Bitcoin allocation utilizes Anchorage Digital's regulated platform, emphasizing the company's preference for secure and compliant custody solutions [6]. - The company retains flexibility in its treasury policy, with future allocations contingent on market conditions and board decisions [6]. Group 4: Industry Positioning - With this allocation, Robin Energy becomes the 110th public company to manage cryptocurrency holdings as part of its treasury strategy, joining a growing trend among public companies [7].

Core Points - Digital Commodities Capital Corp. has successfully closed a Bitcoin purchase under the VanCrypto facility, acquiring a total of 0.317 Bitcoin, increasing its treasury holdings to 10.880 Bitcoin [1][2] - In exchange for the Bitcoin, the company issued 714,285 units at a deemed price of $0.07 per unit, each unit consisting of one common share and one warrant exercisable at $0.10 for two years [2] - The Bitcoin acquired is part of the company's treasury management strategy, viewed as a liquid cash alternative and a hedge against inflation [3] Stock Options - The company granted 4,000,000 stock options to directors, officers, and consultants, exercisable at $0.075 per common share for 24 months from the grant date [4] Company Overview - Digital Commodities focuses on acquiring and utilizing Bitcoin and gold as stores of value, aiming to manage a hard, non-fiat asset base with transparency and discipline [5]

Core Viewpoint - Liminatus Pharma, Inc. is exploring the inclusion of regulated digital asset strategies in its treasury management to enhance capital efficiency while maintaining its focus on developing cancer immunotherapies [1][2][3] Group 1: Company Overview - Liminatus Pharma, Inc. is a preclinical-stage biopharmaceutical company focused on developing targeted cancer immunotherapies [4] - The company is advancing a pipeline of novel therapies that target cancer antigens and tumor-specific immune responses [4] Group 2: Strategic Review - The internal review aims to assess innovative financial instruments, including blockchain-based assets, to enhance treasury efficiency and diversify non-operating capital reserves [2][3] - The review is part of the company's commitment to strong financial stewardship and balance sheet optimization [2] Group 3: Management's Commitment - The CEO of Liminatus emphasizes that the company remains committed to developing life-changing cancer therapies while responsibly managing its treasury [3] - The exploration of digital assets is described as an exploratory process, with no current agreements in place regarding their acquisition or use [3]

Solana DAO Governance Update - Realms v2 is live, marking the next chapter for onchain governance on Solana [1] - Realms v2 is designed for the next wave of DAOs, emphasizing speed and sharpness [1] Key Features of Realms v2 - Realms v2 offers advanced treasury management capabilities [1] - Realms v2 provides transparent voting heat maps [1] - Realms v2 includes mobile support and is fully open source [1]