11 Aug 2025, 12:06

Michael Saylor's Strategy Adds $18M of Bitcoin on Five-Year Anniversary of First Purchase

Disclaimer: The analyst who wrote this article owns shares in Strategy. Strategy (MSTR) adopted a bitcoin standard five years ago today, on Aug. 11, 2020, with its first purchase of 21,454 BTC for $250 million. The acquisition marked a historic shift in corporate treasury strategy. To that point, former AI and software development company had seen its share price stagnate for two decades after the early 2000 tech boom-and-bust, falling over 95% from its peak. However, since August 2020, MSTR has delivered 100% average annual returns, compounding to over 3,000% cumulative gains, while bitcoin itself has returned nearly 1,000% over the same period. To fund its BTC accumulation, the company has employed diverse strategies, raising $46 billion via equity and credit, which includes $8.2 billion in outstanding convertible debt and four perpetual preferred stock offerings, STRK, STRF, STRD, and STRC, designed to appeal to different segments of the y ield curve . Fresh buys continue The company Monday morning disclosed the purchase of another 155 BTC for $18 million — a rather small weekly buy, but nevertheless bringing its total stoack to 628,946 coins valued at about $76 billion. That representis 3% of bitcoin’s fixed 21 million supply. With an average cost of about $74,000 per BTC, the company sits on unrealized gains of roughly $30 billion, or 65%. MSTR is today one of the most actively traded stocks , posting $4.4 billion in daily trading volume just behind Google (GOOG) at $4.9 billion. Open interest in MSTR options totals $90 billion, also second to Google at $99 billion. Despite a $112 billion market cap compared to Google’s $2.4 trillion, the trading activity reflects the intense focus on MSTR. Its success has inspired a wave of bitcoin treasury strategies among other corporations. The top 100 public companies now collectively own 964,314 BTC, much of it financed through capital raises that follow the MSTR playbook.

11 Aug 2025, 11:46

Best Crypto Presale Draws Pump.fun (PUMP) Whales To Memecoin Staking, Minting and Gaming Platform, Pump.fun (PUMP) Faces Challenges

As Pump.fun (PUMP) charts a 36% recovery in early August, its native whales are beginning to explore new horizons—and the spotlight is shifting to Pepe Dollar (PEPD) , a MemeFi powerhouse that’s quickly earning the title of Best Crypto Presale in 2025. Enter Pepe Dollar (PEPD): Utility-Powered MemeFi for Smart Whales While Pump.fun rides wave after wave of meme speculation, Pepe Dollar (PEPD) is building a full-blown ecosystem. With over $1.2 million raised in its presale and growing community traction, PEPD offers what meme traders crave—staking, minting, parody, and play-to-earn gaming. But what’s pulling Pump.fun whales toward PEPD? Memecoin Staking with real APY and deflationary burn mechanics Mobile Gaming Ecosystem where memes generate in-game value “Federal Burn Events” that reduce circulating supply based on community participation Ethereum Layer-2 foundation, offering higher security and scalability This combination of meme culture and smart utility is why PEPD is trending across forums, Telegram groups, and X (formerly Twitter) as the Top Crypto Presale of the month. Join Pepe Dollar Presale : Pepe Dollar Website: https://pepedollar.io/ Pepe Dollar Telegram: https://t.me/pepedollarcommunity PEPD Coinmarketcap: https://coinmarketcap.com/currencies/pepe-dollar Pump.fun (PUMP) Price Climbs, But Investors Watch Closely Pump.fun (PUMP), the meme coin launchpad running on Solana, is showing impressive price resilience. As of August 6, PUMP trades at around $0.0033, holding strong above the 100-period EMA. This upward movement defies broader market weakness, especially with Dogecoin (DOGE) and Shiba Inu (SHIB) stuck near support zones. While the MACD indicator still flashes green for PUMP and the RSI remains in bullish territory, traders are increasingly aware of the volatility. A reversal toward $0.0030 remains possible if momentum slows. Meanwhile, Solana meme coins are pumping—but the future may belong to tokens offering more than hype. PUMP’s Challenge: Too Fast, Too Loose? Pump.fun boasts a slick interface and the ability to mint meme coins instantly, but its lack of structure could become a long-term liability. Thousands of coins flood the platform daily—many abandoned, some rug-pulled. For larger investors and whale groups, this poses a growing concern. By contrast, PEPD limits its minting system to controlled smart contracts, ensuring that new memes are aligned with ecosystem goals like staking, burns, or gaming incentives. This “quality over quantity” approach is what separates Pepe Dollar (PEPD) as the Best Crypto Presale choice for risk-conscious meme traders. Presale Momentum & Social Buzz Beyond tokenomics, PEPD’s branding—a parody of the U.S. Federal Reserve—resonates deeply with crypto-native communities. Its recent rise on “Crypto Twitter” is no coincidence. Influencers, Discord mods, and meme connoisseurs are naming Pepe Dollar (PEPD) as the only memecoin “that actually gets the joke and pays out.” Conclusion: A Meme Market Inflection Point Pump.fun (PUMP) is riding high again, but a growing segment of meme investors are pivoting toward projects with layered value and decentralized control. Pepe Dollar (PEPD) stands at the crossroads of satire and smart finance—and its rise is a sign that MemeFi is maturing. For those looking for the Best Crypto Presale with staking, gaming, and utility, PEPD is the clear frontrunner. The whales already know. Do you? Join Pepe Dollar Presale : Pepe Dollar Website: https://pepedollar.io/ Pepe Dollar Telegram: https://t.me/pepedollarcommunity PEPD Coinmarketcap: https://coinmarketcap.com/currencies/pepe-dollar

11 Aug 2025, 11:26

Crypto ETP Inflows Rebound to $1.57B on 401(k) Approval, ETH Hits Record $8.2B YTD: CoinShares

After a sharp mid-year slowdown, digital asset investment products roared back into positive territory last week, attracting $572 million in fresh capital, according to CoinShares. The reversal followed early-week outflows of $1 billion, which the firm’s Head of Research, James Butterfill, attributed to weak U.S. payroll data fuelling growth concerns. Digital asset investment products returned to inflows last week, totalling US$572M. @ethereum led the inflows with US$268M closely followed by @Bitcoin with US$260M. @solana , XRP ( @Ripple ), and @NEARProtocol posted US$21.8M, US$18.4M, and US$10.1M respectively. + US$608M… pic.twitter.com/GALfUKcBsM — CoinShares (@CoinSharesCo) August 11, 2025 Sentiment shifted sharply after the U.S. government announced plans to permit digital assets in 401(k) retirement accounts, sparking $1.57 billion of inflows in the latter half of the week. Volumes in crypto ETPs were 23% lower than the previous month, reflecting the seasonal slowdown over the summer. Regionally, the U.S. led with $608 million in inflows, while Canada added $16.5 million. Europe remained cautious, with Germany, Sweden, and Switzerland recording combined outflows of $54.3 million. Ethereum Hits Record $8.2B YTD Inflows Ethereum investment products saw the strongest investor interest, attracting $268 million in inflows — the highest of any asset last week. This pushed year-to-date inflows to a record $8.2 billion and assets under management (AUM) to an all-time high of $32.6 billion, an 82% rise in 2025, according to CoinShares. Provider data shows iShares ETFs USA was the largest beneficiary overall, pulling in $294 million for the week and $26.86 billion year-to-date. Grayscale Investments saw $87 million in inflows despite $1.45 billion in YTD outflows, while Bitwise Funds Trust added $95 million. By contrast, Fidelity Wise Origin Bitcoin Fund recorded $55 million in weekly outflows and $316 million in YTD inflows. Bitcoin Rebounds as Short Positions Unwind Bitcoin regained momentum after two weeks of losses, registering $260 million in inflows. Short Bitcoin products saw $4 million in outflows, signalling reduced bearish positioning among investors. Among providers, ProShares ETFs USA recorded $35 million in weekly inflows, while CoinShares XBT Provider AB saw $16 million in outflows, extending its year-to-date withdrawals to $414 million. The “Other” category, which includes smaller or niche issuers, contributed a notable $151 million in inflows for the week. Altcoins See Targeted Gains Outside of Bitcoin and Ethereum, selected altcoins also attracted capital. Solana products drew $21.8 million in inflows, XRP took in $18.4 million, and Near added $10.1 million. These moves suggest continued interest in layer-1 and cross-border payment solutions, even as overall market volumes remain subdued. The latest data highlights a market still sensitive to macroeconomic signals but capable of rapid sentiment shifts when regulatory clarity improves. As Butterfill notes, the approval of digital assets for 401(k) plans could be a structural driver for inflows in the months ahead, particularly if traditional asset managers expand their offerings. The post Crypto ETP Inflows Rebound to $1.57B on 401(k) Approval, ETH Hits Record $8.2B YTD: CoinShares appeared first on Cryptonews .

11 Aug 2025, 11:15

Ether’s Rally Pulls Bitcoin Along: Crypto Daybook Americas

By Omkar Godbole (All times ET unless indicated otherwise) The current bull market is emulating a bicycle race's paceline, where the front rider expends energy to drive forward, creating a slipstream for the riders behind before rotating to the back to rest while another rider picks up the effort. Ether (ETH) took the leader's duties over the weekend. The second-largest cryptocurrency rose from $3,000 to over $3,300, dragging along bitcoin (BTC), which had been struggling to extend gains. Early this morning, BTC rotated to the front, rising from $119,000 to $122,300. "This is one of the few times when a rally in major altcoins has inspired BTC to break through. It's usually the other way around," Alex Kuptsikevich, a senior analyst at the FxPro, said in an email. "Altcoins are mostly staying out of this race for now, taking a break after last week's rally." BTC's ascent continues to be driven by spot market demand, as evidenced by the narrowing ratio between trading volumes in futures and spot markets. The ratio has dropped to the lowest since 2022, according to Swissblock Technologies. Still, at least two factors call for caution on the part of the bulls. Firstly, according to Coinglass, bitcoin is still trading at a discount on Coinbase relative to Binance, a sign of weak demand from U.S.-based institutions. Secondly, cumulative spot and futures trading volumes are notably lower than in July (see Chart of the Day), when prices first topped $120,000, according to Swissblock Technologies. This negative volume divergence indicates weaker buying pressure. The bullish mood remains more pronounced in ether than bitcoin. On Deribit, the notional open interest in ether calls is nearly 2.3 times greater than in ether puts. The figure for bitcoin is well below 2. ETH's rise is supported by on-chain activity, with daily transaction volume on the network hitting records and the number of new addresses nearing the high reached four years ago. Still, ether appears vulnerable to pullbacks because 97% of ETH-holding addresses are "in-the-money," according to Sentora. In other words, the current price is above the acquisition cost of most addresses, which means there is a strong incentive for these holders to take profits. A similar trend exists for XRP, the payments-focused cryptocurrency, which lagged over the weekend but rose 3% early Monday. Speaking of the broader altcoin market, it could soon have its time because BTC's dominance rate is close to breaching a key support. (Check the Technical Analysis section.) In traditional markets, the U.S. two-year Treasury yield, which is sensitive to short-term interest-rate expectations, held below its 200-day average for the first time since 2022. The decline is consistent with expectations for Fed interest-rate cuts. The case for a September reduction has strengthened, with some analysts suggesting that even a hotter-than-expected CPI release this week would not deter the Fed from easing. Stay alert! What to Watch Crypto Aug. 15: Record date for the next FTX distribution to holders of allowed Class 5 Customer Entitlement, Class 6 General Unsecured and Convenience Claims who meet pre-distribution requirements. Aug. 18: Coinbase Derivatives will launch nano SOL and nano XRP U.S. perpetual-style futures. Aug. 20: Qubic (QUBIC), the fastest blockchain ever recorded, at over 15 million transactions per second and powered by Useful Proof of Work (UPoW), will undergo its first yearly halving event as part of a controlled emission model. Although gross emissions remain fixed at 1 trillion QUBIC tokens per week, the adaptive burn rate approved by the network’s Computors, the key validators and decision makers, will increase substantially — burning some 28.75 trillion tokens and reducing net effective emissions to about 21.25 trillion tokens. Macro Aug. 12: The U.S.-China trade truce, which temporarily reduced reciprocal tariffs from triple-digit levels to about 30%, is set to expire. Many analysts say they expect President Donald Trump to extend the truce by another 90 days as both sides seek to avoid escalating the trade war. Aug. 12, 8 a.m.: The Brazilian Institute of Geography and Statistics (IBGE) releases July consumer price inflation data. Inflation Rate MoM Prev. 0.24% Inflation Rate YoY Prev. 5.35% Aug. 12, 8:30 a.m.: The U.S. Bureau of Labor Statistics (BLS) releases July consumer price inflation data. Core Inflation Rate MoM Est. 0.3% vs. Prev. 0.2% Core Inflation Rate YoY Est. 3% vs. Prev. 2.9% Inflation Rate MoM Est. 0.2% vs. Prev. 0.3% Inflation Rate YoY Est. 2.8% vs. Prev. 2.7% Aug. 13, 3 p.m.: Argentina’s National Institute of Statistics and Census releases July inflation data. Inflation Rate MoM Prev. 1.6% Inflation Rate YoY Prev. 39.4% Earnings (Estimates based on FactSet data) Aug. 11: Exodus Movement ( EXOD ), post-market, $0.12 Aug. 12: Bitfarms ( BITF ), pre-market, -$0.02 Aug. 12: Fold Holdings ( FLD ), post-market Aug. 14: KULR Technology Group ( KULR ), post-market Aug. 15: Sharplink Gaming ( SBET ), pre-market Aug. 15: BitFuFu ( FUFU ), pre-market, $0.07 Aug. 18: Bitdeer Technologies Group ( BTDR ), pre-market, -$0.12 Token Events Governance votes & calls Compound DAO is voting to appoint ChainSecurity and Certora as joint security provers with ZeroShadow handling incident response under a $2 million, 12-month COMP-streamed budget starting Aug. 18. Voting ends Aug. 13. Aug. 14, 10 a.m.: Lido to host a tokenholder update Call. Aug. 14, 10 a.m.: Stacks to host a townhall meeting. Unlocks Aug. 12: Aptos (APT) to unlock 2.2% of its circulating supply worth $53.38 million. Aug. 15: Avalanche (AVAX) to unlock 0.39% of its circulating supply worth $40.35 million. Aug. 15: Starknet (STRK) to unlock 3.53% of its circulating supply worth $17.36 million. Aug. 15: Sei (SEI) to unlock 0.96% of its circulating supply worth $17.81 million. Aug. 16: Arbitrum (ARB) to unlock 1.8% of its circulating supply worth $42.77 million. Aug. 18: Fasttoken (FTN) to unlock 4.64% of its circulating supply worth $91.6 million. Token Launches Aug. 11: SatLayer (SLAY) and Celeb Protocol (XCX) to be listed on Binance Alpha. Conferences The CoinDesk Policy & Regulation conference (formerly known as State of Crypto) is a one-day boutique event held in Washington on Sept. 10 that allows general counsels, compliance officers and regulatory executives to meet with public officials responsible for crypto legislation and regulatory oversight. Space is limited. Use code CDB10 for 10% off your registration through Aug. 31. Aug. 11: Paraguay Blockchain Summit 2025 (Asuncion) Day 1 of 3: AIBB 2025 (Istanbul) Day 1 of 7: Ethereum NYC (New York) Aug. 13-14: CryptoWinter ‘25 (Queenstown, New Zealand) Aug. 15: Bitcoin Educators Unconference (Vancouver) Aug. 17-21: Crypto 2025 (Santa Barbara, California) Aug. 18-21: Wyoming Blockchain Symposium 2025 (Jackson Hole, Wyoming) Token Talk By Shaurya Malwa LayerZero Foundation proposed acquiring Stargate (STG) and folding its token economy into the LayerZero (ZRO) ecosystem, consolidating both protocols’ cross-chain infrastructure under a single governance and rewards asset. The plan would convert all STG into ZRO at a fixed swap ratio, retiring STG entirely. Stargate bridge revenues — which generated $939,000 for stakers over the past three months — would be redirected to LayerZero, with potential ZRO buybacks funded from these revenues. Stargate’s current fixed-yield staking program would be discontinued. Former STG holders would instead participate in LayerZero’s broader token economy without a dedicated yield mechanism. LayerZero argues the merger will streamline governance, reduce overlap and concentrate value in one token, positioning the combined platform for stronger network effects. Early community reaction was mixed: Some STG holders say the swap undervalues their tokens compared with historical highs and current income streams, while others want improved terms or alternative incentives to offset lost yield. If approved, the move would be one of the largest token mergers in this cycle’s layer-1 ecosystem, setting a precedent for how tightly linked protocols manage governance consolidation and revenue redistribution. Derivatives Positioning Bitcoin's early Monday rally failed to inspire increased activity in derivatives, where futures open interest (OI) remains pinned below 700K BTC. That's notably lower than late July's 742K BTC peak and points to a spot-driven rally or risk aversion among traders. Ether OI ticked higher to 13.68 million ETH from 12.70 million ETH, indicating demand for leveraged plays. The tally remains well below the July peak of 15.30 million ETH. Capital is flowing into altcoin derivatives, as XMR, UNI and BCH lead open interest growth among top 25 tokens by market value. That's not necessarily bullish because only BCH, BTC, BNB, UNI and HYPE boast positive OI-adjusted cumulative volume deltas (CVDs), a sign of net buying pressure. The 24-hour CVDs for other coins were negative. On Deribit, options-based implied volatility term structure for ether was inverted, pointing to stronger demand for short-term options. This, coupled with positive call-put skews, indicates market euphoria, a situation characterized by speculative demand for immediate bullish plays. Bullishness returned to longer term BTC options as prices topped $120,000. BTC block flows for August have mostly featured volatility selling strategies. In the past 24 hours, some traders bought upside call strikes by selling OTM puts. In ETH's case, someone bought Sept. 26 expiry $4,100 put while selling $4,300 call in the same expiry. Market Movements BTC is up 3.76% from 4 p.m. ET Friday at $121,289.53 (24hrs: +2.69%) ETH is up 5% at $4,261.1 (24hrs: +1.43%) CoinDesk 20 is up 2.8% at 4,198.32 (24hrs: +1.96%) Ether CESR Composite Staking Rate is down 1 bp at 2.91% BTC funding rate is at -0.0022% (-2.409% annualized) on KuCoin DXY is up 0.1% at 98.28 Gold futures are down 2.17% at $3,415.40 Silver futures are down 1.52% at $37.96 Nikkei 225 closed up 1.85% at 41,820.48 Hang Seng closed up 0.19% at 24,906.81 FTSE is up 0.18% at 9,112.40 Euro Stoxx 50 is down 0.13% at 5,340.88 DJIA closed on Friday up 0.47% at 44,175.61 S&P 500 closed up 0.78% at 6,389.45 Nasdaq Composite closed up 0.98% at 21,450.02 S&P/TSX Composite closed unchanged at 27,758.68 S&P 40 Latin America closed down 0.32% at 2,658.01 U.S. 10-Year Treasury rate is down 2.5 bps at 4.258% E-mini S&P 500 futures are up 0.11% at 6,420.25 E-mini Nasdaq-100 futures are unchanged at 23,730.25 E-mini Dow Jones Industrial Average Index are up 0.22% at 44,375.00 Bitcoin Stats BTC Dominance: 60.73% (0.4%) Ether to bitcoin ratio: 0.03518 (-1.26%) Hashrate (seven-day moving average): 912 EH/s Hashprice (spot): $59.38 Total Fees: 3.07 BTC / $363,812 CME Futures Open Interest: 136,815 BTC BTC priced in gold: 35.9 oz BTC vs gold market cap: 10.14% Technical Analysis BTC's dominance rate, which measures the cryptocurrency's share of the total crypto market value, is testing the long-term rising channel support. A breakdown could mean the onset of the long-awaited "alt season," a period marked by relatively bigger rallies in alternative cryptocurrencies. Crypto Equities Strategy (MSTR): closed on Friday at $395.13 (-1.71%), +4.17% at $411.60 in pre-market Coinbase Global (COIN): closed at $310.54 (-0.08%), +4.62% at $324.90 Circle (CRCL): closed at $159.03 (+3.99%), +2.2% at $162.53 Galaxy Digital (GLXY): closed at $27.78 (-1.1%), +5.11% at $29.20 MARA Holdings (MARA): closed at $15.38 (-3.57%), +5.01% at $16.15 Riot Platforms (RIOT): closed at $11.08 (-4.32%), +4.6% at $11.59 Core Scientific (CORZ): closed at $14.41 (+0.42%), +0.97% at $14.55 CleanSpark (CLSK): closed at $10.07 (-6.06%), +3.77% at $10.45 CoinShares Valkyrie Bitcoin Miners ETF (WGMI): closed at $24.96 (-1.62%) Semler Scientific (SMLR): closed at $36.13 (-3.76%), +3.76% at $37.49 Exodus Movement (EXOD): closed at $31.9 (+1.79%), +0.25% at $31.98 SharpLink Gaming (SBET): closed at $23.92 (+2.4%), +9.53% at $26.20 ETF Flows Spot BTC ETFs: Daily net flows: $403.9 million Cumulative net flows: $54.41 billion Total BTC holdings ~1.29 million Spot ETH ETFs: Daily net flows: $461 million Cumulative net flows: $9.83 billion Total ETH holdings ~5.72 million Source: Farside Investors Overnight Flows Chart of the Day BTC's futures-to-spot volume ratio has tanked to the lowest since October 2022. That's a sign of a rally being driven by spot market demand. While You Were Sleeping Corporate America's Recession Fears Plummet Despite the Highest Average Tariff Rate Since 1910 (CoinDesk): Mentions of "recession" on S&P 500 second-quarter earnings calls fell to just 16, down from 124 in first-quarter calls and the lowest number since the fourth quarter of 2021. BofA Poll Shows Record Number of Investors Say Stocks Overvalued (Bloomberg): Despite improving sentiment about the U.S. economy, BofA’s survey shows cash levels at a sell-signal threshold. The survey found 16% of fund managers underweight U.S. equities and 49% seeing emerging markets as undervalued. Watch Out Below: Bitcoin’s Weekend Surge Leaves CME Gap (CoinDesk): Bitcoin’s weekend rally left a gap between Friday’s close and Monday’s open in CME futures. Traders say bitcoin often drops back to the earlier closing price before resuming an upward trend. Bitcoin Bulls Takes Another Shot at the Fibonacci Golden Ratio Above $122K as Inflation Data Looms (CoinDesk): Traders on Deribit are betting on bitcoin reaching $140,000. One strategist says a U.S. core CPI above estimates may spark volatility but probably won’t derail expectations for Federal Reserve interest-rate cuts. American Companies Are Buying Their Own Stocks at a Record Pace (The Wall Street Journal): Fueled by strong earnings and tax cuts, U.S. firms spent $983.6 billion on buybacks this year. Tech and banking giants led the spree, though some warn this diverts funds from long-term investment. U.S. Government to Take Cut of Nvidia and AMD AI Chip Sales to China (The New York Times): Following a White House meeting last week, the companies accepted a revenue-sharing condition for export licenses, prompting warnings this could erode U.S. technological leadership and advance China’s AI ambitions. In the Ether

11 Aug 2025, 11:10

Sequans Bitcoin Investment: Strategic Expansion Boosts Holdings to $370 Million

BitcoinWorld Sequans Bitcoin Investment: Strategic Expansion Boosts Holdings to $370 Million The world of corporate finance continues to witness a fascinating trend: major companies embracing digital assets. Nasdaq-listed Sequans Communications (SQNS) recently made headlines by significantly expanding its Bitcoin holdings . This move underscores a growing wave of institutional Bitcoin adoption , signaling a shift in how traditional firms view digital currencies as strategic assets. It’s a clear indicator that Bitcoin is no longer just for individual investors but is increasingly becoming a core part of forward-thinking corporate strategies. What’s Driving Sequans’ Bold Bitcoin Investment? Sequans Communications has once again demonstrated its strong conviction in the leading cryptocurrency. The company recently added another 13 Bitcoin (BTC) to its treasury, acquiring them for approximately $1.5 million. This latest purchase occurred at an average price of $117,012 per Bitcoin, as confirmed via their official X (formerly Twitter) post. This transparent disclosure aligns with best practices for corporate communication. This addition brings Sequans’ total Bitcoin holdings to an impressive 3,171 BTC. At current valuations, this substantial stash is worth around $370 million, solidifying Sequans’ position as a notable player in the corporate crypto space. This strategic Sequans Bitcoin investment highlights a proactive approach to treasury management, aiming to optimize capital allocation in a dynamic economic environment. Fueling Growth: How Convertible Bonds Support Bitcoin Holdings To further support its ambitious digital asset strategy, Sequans has announced plans to issue $380 million in convertible bonds. This significant financial maneuver is designed to provide substantial capital specifically for its ongoing Bitcoin investment strategy . Using convertible bonds for Bitcoin acquisitions offers a flexible and innovative financing option for companies looking to expand their digital asset portfolios. Understanding Convertible Bonds: A Key Financial Tool Hybrid Instrument: Convertible bonds are a unique type of debt instrument. They offer the security of a bond (fixed interest payments) combined with the potential for equity upside. Conversion Option: Holders have the option to convert the bond into a predetermined number of common stock shares of the issuing company. This conversion typically occurs if the company’s stock price reaches a certain level. Capital Raising: For companies like Sequans, issuing convertible bonds can be an attractive way to raise capital. It often comes with lower interest rates compared to traditional bonds because of the embedded equity option. Dilution Management: It allows companies to access significant funds without immediate dilution of existing shareholder value, deferring potential dilution until conversion. This sophisticated approach demonstrates a well-thought-out corporate Bitcoin strategy , leveraging traditional finance tools to navigate the emerging digital asset landscape. Is This a New Era for Corporate Bitcoin Strategy? Sequans’ continued accumulation of Bitcoin and its innovative financing methods reflect a broader, undeniable trend. More and more publicly traded companies are exploring or actively implementing a corporate Bitcoin strategy . This significant shift is driven by several compelling factors: Inflation Hedge Potential: In an era of economic uncertainty and rising inflation concerns, Bitcoin is increasingly viewed as a robust store of value and a potential hedge against currency debasement. Portfolio Diversification: Adding Bitcoin to a corporate treasury can provide valuable diversification, moving beyond traditional cash holdings and fixed-income instruments. Innovation and Future-Proofing: Embracing digital assets positions a company at the forefront of financial innovation, potentially attracting a new generation of investors and talent. Competitive Advantage: Early adopters might gain a competitive edge by signaling their foresight and adaptability in a rapidly evolving financial world. However, this strategy also comes with inherent considerations and challenges. The well-known volatility of Bitcoin prices means that the value of Bitcoin holdings can fluctuate significantly, impacting quarterly financial reports. Companies must carefully assess their risk tolerance, liquidity needs, and long-term objectives before committing to such a strategy. Despite these challenges, the bold actions of companies like Sequans suggest a growing confidence in Bitcoin’s long-term value proposition and its role in modern corporate finance. The Profound Impact of Institutional Bitcoin Adoption The increasing trend of institutional Bitcoin adoption by publicly traded companies like Sequans sends a powerful, legitimizing signal to the broader market. It elevates Bitcoin from a niche asset to a serious, investable asset class, moving it further into the realm of mainstream finance. This ongoing corporate interest can contribute significantly to Bitcoin’s price stability, liquidity, and broader acceptance among a wider range of investors and financial institutions. For individual and institutional investors alike, understanding the motivations and mechanisms behind these corporate moves is crucial. It provides invaluable insight into the evolving landscape of global finance and the undeniable potential for digital assets to play a much larger role in traditional portfolios. Sequans’ decision to leverage convertible bonds for Bitcoin acquisitions further highlights the innovative financial engineering now being applied to integrate crypto assets into established corporate structures. Conclusion: Sequans’ latest Bitcoin acquisition and its innovative use of convertible bonds mark another significant milestone in the journey of corporate crypto integration. This Nasdaq-listed firm is not merely experimenting; it’s diving deep into a bold Sequans Bitcoin investment strategy. As more companies consider similar moves, the landscape of corporate treasuries could be fundamentally reshaped, with Bitcoin potentially becoming a standard component for strategic asset management. This ongoing institutional embrace of Bitcoin is a powerful testament to its growing importance and perceived value in the global financial ecosystem. Frequently Asked Questions (FAQs) Why is Sequans Communications investing in Bitcoin? Sequans is investing in Bitcoin as part of its strategic treasury management. The company views Bitcoin as a valuable asset for capital allocation and potentially as a hedge against inflation, aiming to optimize its financial position in the long term. What are convertible bonds, and how are they used for Bitcoin investments? Convertible bonds are debt instruments that can be converted into company stock under certain conditions. Sequans plans to issue $380 million in convertible bonds to raise capital specifically to fund its ongoing Bitcoin acquisition strategy. This allows them to finance purchases without immediate stock dilution. What are the main benefits for companies holding Bitcoin in their treasury? Companies holding Bitcoin may benefit from potential appreciation in value, portfolio diversification away from traditional assets, and a hedge against inflation. It can also signal innovation and foresight to investors. What are the risks associated with a corporate Bitcoin strategy? The primary risk is Bitcoin’s price volatility, which can lead to significant fluctuations in the value of a company’s holdings. This can impact financial statements and requires careful risk management and a long-term perspective. Is Sequans’ move part of a larger trend of institutional Bitcoin adoption? Yes, Sequans’ actions reflect a growing trend of institutional Bitcoin adoption. More publicly traded companies are exploring or implementing strategies to incorporate Bitcoin into their corporate treasuries, legitimizing it as a serious asset class. Did you find this deep dive into Sequans’ bold Bitcoin strategy insightful? Share this article with your network on social media to spark conversations about the future of corporate finance and digital assets! To learn more about the latest Bitcoin trends, explore our article on key developments shaping corporate Bitcoin strategy and institutional adoption. This post Sequans Bitcoin Investment: Strategic Expansion Boosts Holdings to $370 Million first appeared on BitcoinWorld and is written by Editorial Team

11 Aug 2025, 11:00

Crypto Watchlist: Why This Week Could Be Massive For Bitcoin

With US inflation center stage and oil-market supply guidance due, this is a data-heavy week where macro can decide whether Bitcoin’s tight consolidation resolves into fresh highs and the broader crypto market continues to explode further. Crypto Market Braces For Major Week The July Consumer Price Index arrives Tuesday, August 12, at 14:30 CEST (08:30 ET). The median economist call leans toward a firmer core and a still-contained headline: Bloomberg’s survey points to a 0.3% month-over-month increase in core CPI, while several desks expect headline CPI at 0.2% m/m and 2.8% y/y after 2.7% in June. The Cleveland Fed’s real-time nowcast is in the same ballpark on the year-over-year prints, showing ~2.7% for headline and ~3.0% for core going into the release. The schedule is official; the nuance is that a 0.3% core m/m is consistent with core holding near 3% y/y, which markets would read as sticky but not re-accelerating—until tariffs or energy change the calculus. Producer prices follow Thursday, August 14, also at 14:30 CEST (08:30 ET). Consensus pegs PPI final demand near +0.2% m/m after a flat June; the Bureau of Labor Statistics has confirmed the timing and flagged methodology changes that take effect with this release. Taken with CPI, a 0.2% PPI would imply only modest pipeline pressure—unless services margins surprise. Related Reading: USDC Emerges As Top Pick In Booming Crypto Payroll Trend—Survey Retail’s read-through for demand lands Friday, August 15, at 14:30 CEST (08:30 ET). The street is looking for +0.5% m/m on headline retail sales, with many desks also watching the control group for a steady goods-spending pulse after June’s 0.5%. One hour later, at 16:00 CEST (10:00 ET), the University of Michigan prints its preliminary August sentiment; July’s improvement into the low-60s set the base. None of these are binary for crypto, but a hot sales beat against a 0.3% core CPI would harden “higher-for-longer” rate chatter; a cooler mix would do the opposite. Energy is the wild card. OPEC’s Monthly Oil Market Report publishes Tuesday, August 12, with July’s edition having kept 2025 demand growth steady at ~1.3 mb/d; the cadence of OPEC+ supply guidance and the IEA’s Oil Market Report on Wednesday, August 13, will feed directly into headline-inflation expectations via the gasoline channel. The exact release dates are fixed on OPEC’s calendar and the IEA data portal. Related Reading: Crypto Set For $1.25 Trillion Tsunami As Trump Opens 401(k) Floodgates On crypto-native flows, FTX’s estate has set Friday, August 15 as the record date for its next cash distribution cycle, with disbursements expected to begin on or about September 30, 2025. The step is funded by a court-authorized $1.9 billion reduction of the disputed claims reserve (to $4.3B), and payments will route via BitGo, Kraken and Payoneer for eligible, fully onboarded claimants. Practically, that means Aug. 15 determines who’s in line; the actual liquidity arrives at quarter-end. Ethereum’s specific catalyst is corporate-treasury optics. SharpLink Gaming (Nasdaq: SBET)—which has been publishing weekly accumulation tallies—will hold its Q2 2025 call on Friday, August 15, at 14:30 CEST (08:30 ET). The company disclosed 521,939 ETH on the balance sheet as of August 3, alongside ongoing capital raises to expand that treasury. Any change in pace, staking strategy or financing mix could move the “ETH as a balance-sheet asset” narrative. Technically, Bitcoin sits a stone’s throw from July’s record at $123,153. Aksel Kibar, CMT, characterized the past week’s pause as “a text-book pullback to the neckline,” adding that “monitoring the chart for acceleration this week. Breach of 123.2K (minor high) can resume uptrend.” At press time, BTC traded at $121,699. Featured image created with DALL.E, chart from TradingView.com