Home
Notification
Profile
Trending Articles
News
Bookmarked and Liked
History
Creator Center
Settings
matthew_sigel
--
Follow
Romania's State-Owned Post Office will Install Crypto Terminals
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content.
See T&Cs.
BTC
103,895.99
-3.65%
12
0
Explore the latest crypto news
⚡️ Be a part of the latests discussions in crypto
💬 Interact with your favorite creators
👍 Enjoy content that interests you
Email / Phone number
Sign Up
Login
Relevant Creator
matthew_sigel
@matthew_sigel
Follow
Explore More From Creator
France Eyes Bitcoin Mining to Cut Energy Waste and Boost Grid Stability. "The proposal, submitted to the French National Assembly on June 12th, urges the government to examine whether Bitcoin’s energy-intensive mining process could be harnessed to absorb excess power, especially from the nuclear plants that generate the bulk of France’s electricity."
--
Cantor initiates on Solana treasury companies (HODL CN, DFDV, UPXI) w/ OUTPERFORM ratings. Says Solana-oriented balance sheets deserve bigger premiums than BTC co's due to native revenue opportunities & higher volatility.
--
No public BTC treasury company has traded below its Bitcoin NAV for a sustained period. But at least one is now approaching parity. As some of these companies raise capital through large at-the-market (ATM) programs to buy BTC, a risk is emerging: If the stock trades at or near NAV, continued equity issuance can dilute rather than create value. ⚠️ That is not capital formation. It is erosion. 🧭 Companies pursuing a Bitcoin treasury strategy should adopt safeguards now, while premiums still exist. Some ideas: 1️⃣ Announce pause to ATM issuance if the stock trades below 0.95 times NAV for 10 or more trading days. 2️⃣ Prioritize buybacks when BTC appreciates, but the equity fails to reflect that value. 3️⃣ Launch a strategic review if NAV discount persists. That might include a merger, spinoff, or sunset of the BTC strategy. 💼 Executive compensation should be aligned with NAV per share growth, not with the size of the Bitcoin position or total share count. We’ve seen this movie before with the miners: persistent issuance and outsized executive pay. No need for a sequel. 🚫 Once you are trading at NAV, shareholder dilution is no longer strategic. It is extractive. 📣 Boards and shareholders should act with discipline now, while they still have the benefit of optionality.
--
Spoke to a Southern mayor yesterday who wants to be the first in 🇺🇸 to issue BitBonds. He’s got his summer intern on it. One potential snag: could a Bitcoin-linked muni threaten federal tax-exempt status under arbitrage rules? Tax pros, please opine below ⬇️
--
$CRWV 🛒 Quietly buys ~5.5% of $APLD ✅ Awards it a massive AI lease 📈 Watches $APLD double 💰 Dumps entire stake Nice work if you can get it.
--
Latest News
SEC Delays Approval of Franklin XRP and Solana Spot ETFs
--
Bitcoin Price Movements Could Trigger Significant Liquidations
--
Bitcoin(BTC) Drops Below 104,000 USDT with a 3.41% Decrease in 24 Hours
--
U.S. Supreme Court to Hold Hearing on Trump's Global Tariff Policy
--
EU and US Trade Talks Show Progress with July Deadline
--
View More
Trending Articles
🚨🚨 XRP Lawsuit Twist — Appeals Frozen, Massive Decision Incoming by August 15🚨🚨
Crypto Nate
Trump abruptly leaves G7 summit in Canada, says it’s unrelated to Israel-Iran ceasefire
Cryptopolitan
📉💥 Why Did Bitcoin Drop After Hitting $108,899?
Nobizu
$ETH 🚨 ETHEREUM’S MOST SHOCKING VSA BUY SI
The Knowledge Node
🚀 HOW WHALES TRAP NEW TRADERS — KNOW THEIR TRICKS! 🐳🎣 Wh
Crypto Expert BNB
View More
Sitemap
Cookie Preferences
Platform T&Cs