$CRWV 🛒 Quietly buys ~5.5% of $APLD ✅ Awards it a massive A | matthew_sigel on Binance Square

Trending Articles

Bookmarked and Liked

--

$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.

Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.

5

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

Relevant Creator

@matthew_sigel

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 ⬇️

--

first time I've seen $V Visa get hit hard on stablecoin-related margin pressure fears, down 6%

--

Latest News

EU and US Trade Talks Show Progress with July Deadline

--

Ethereum Falls Below $2,500 Amid Daily Decline

--

Ethereum(ETH) Drops Below 2,500 USDT with a 5.30% Decrease in 24 Hours

--

BNB Drops Below 650 USDT with a 1.19% Decrease in 24 Hours

--

Bitcoin(BTC) Drops Below 105,000 USDT with a 2.51% Decrease in 24 Hours

--

Trending Articles

🚨🚨 XRP Lawsuit Twist — Appeals Frozen, Massive Decision Incoming by August 15🚨🚨

Trump abruptly leaves G7 summit in Canada, says it’s unrelated to Israel-Iran ceasefire

2020: COVID hits → $BTC dumps to $3,850 → money printer ON →

Quinten Francois

🚨 XRP EMERGENCY!!! 🚨 TRUMP AND JEROME POWELL JUST DROPPED

Crypto Journey1

🚨 Global Security Alert: North Korea Allegedly Offers Nuclear Weapon to Iran 💣

The news reporter

Cookie Preferences

Cookie Preferences