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The health-care and bitcoin treasury firm has six months to lift its share price above $1 for 10 consecutive days.

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The company is likely sitting on about $3 billion in unrealized losses on its holdings of nearly 4 million ether tokens.

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The annual Nasdaq 100 rebalance saw six companies dropped and three new additions, with changes taking effect on December 22, but bitcoin treasury company Strategy hung onto its spot.

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As leading index provider MSCI considers excluding digital asset treasuries (DATs) from its suite of indexes, it’s worth considering the risk profile of these investment vehicles to determine if they truly meet these benchmarks, says Nic Puckrin, co-founder of Coin Bureau.

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Bailey’s Strategy-inspired bitcoin treasury company, KindlyMD, exemplified the struggles of many of its peers this year.

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A longtime fixture on Wall Street, Tom Lee’s pivot to crypto comes as the traditional finance industry is increasingly embracing digital assets.

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The bank said ETH-focused DATCOs have outperformed since Nov. 20 as risk appetite improved, mNAVs ticked up and staking-led strategies gained traction.

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The new preferred stock offering, SATA, strengthens Strive’s capital options as it expands its bitcoin focused strategy.

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Digital-asset treasury plays that once traded at big premiums have fallen back toward net asset value.

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The firm offers public equity exposure to bitcoin, focusing on "capital-efficient bitcoin accumulation" and Bitcoin ecosystem services.

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The deal would rename Sinsiway as Parataxis ETH, Inc. and make it South Korea's first ether-focused treasury platform backed by U.S. institutional capital.

#opinion #microstrategy #msci #digital asset treasury

MSCI’s proposed reclassification and potential index exclusion of Digital Asset Treasury (DAT) companies now looms over the market as a major structural overhang, says Dr. Avtar Sehra, founder and CEO of STBL. This helps explain the lack of a sustained recovery in crypto prices since the October 10th crash.

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Strategy fell to the lowest since October, 2024, and ether and solana treasury plays including BitMine, Sharplink, Solana Company, Upexi tumbled nearly 10%.

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The firm increased the pace of purchases from the previous week despite sitting on large unrealized losses on its ether bet.

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Today’s uncertain macroeconomic climate has created an environment where corporate leaders are desperate to look innovative – Bitcoin treasuries give them a way to do that, without fixing their broken business models, says Tony Yazbeck, co-founder of The Bitcoin Way.

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The Japanese company executed new borrowing as part of its expanding bitcoin focused funding strategy.

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Traders now see a December rate cut increasingly likely, following fresh comments from San Francisco Fed President Mary Daly.

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Tom Lee's company increased its crypto holdings last week despite sitting on around $4 billion in unrealized losses on its ETH bet.

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Enlivex Therapeutics is raising $212 million to invest in RAIN, the token of a blockchain-based prediction market, which will become its main treasury reserve asset.

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Spot bitcoin ETFs have seen persistent outflows ($3.55 billion in November), and stablecoin supply has declined, indicating capital is leaving the market, NYDIG Said.

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Tom Lee's company could trap shareholders amid low staking yields, hefty embedded fees and vanishing NAV premium, 10x Research founder Markus Thielen warns.

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Digital asset treasury firms are increasingly turning to share buybacks to arrest plunging stock prices as investor demand sours.

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The company's holdings, which include bitcoin and ether, have been managed through trading and hedging strategies since 2017.

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The action comes just a couple of weeks after fellow ETH treasury firm ETHZilla sold $40 million of tokens to fund its own share buybacks.

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The investment bank slashed price targets across so-called Datcos, citing sector-wide pressure and weaker accumulation trends.

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The digital-asset treasury firm is sitting on a over 100% paper gains following Zcash's recent rally.

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Tsang has replaced Jonathan Bates, who led the former bitcoin mining firm from its early days through its pivot to an Ethereum treasury strategy.

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The Solana-centric company is joining a growing list of crypto treasury companies opting to buy back shares as investor appetite for DATs vane.

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The company is also rebranding as Cypherpunk Technologies with ticker change to CYPH, effective Thursday.

#markets #news #ether #b. riley #digital asset treasury #bitmine

After weeks of weakness, the bank flagged a potential rebound in digital asset treasury companies as macro risks cooled and short sellers retreated.