Garlinghouse pushes back on Saylor's Bitcoin leverage strategy
The Ripple CEO argued Strategy's leveraged buy loop distracts from Bitcoin's real institutional story, which he says is now about volatility income, not price direction.
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The Ripple CEO argued Strategy's leveraged buy loop distracts from Bitcoin's real institutional story, which he says is now about volatility income, not price direction.
The structure is designed to preserve $MSTR's long-term Bitcoin exposure by sourcing external liquidity, the clearest signal yet that the company's balance-sheet playbook is shifting from straight…
Forward Industries (NASDAQ: FWDI), the largest Solana digital asset treasury by an order of magnitude with over 7…
Tom Lee's Bitmine has acquired $41 million worth of Ethereum, with onchain data confirming the purchase as part of what…
Saylor is buying again — and the move that spooked markets last week looks less like an end to accumulation than a dividend-driven liquidity event now safely buffered.
The firm once called ETH its primary reserve asset — now it's selling at a 40% loss, and the same playbook is being run by a growing list of public-company treasuries.
The 75% drop in weekly buying is a deliberate taper, not a cooldown — Tom Lee's treasury is roughly 90% to its 5% of ETH supply goal, with staking now generating an estimated $258M a year.
The first ETH purchase since October landed at $2,334 per token — right before a 15% slide — as the broader crypto-treasury cohort pulled back from accumulation.
The 92-cent-on-the-dollar buyback is cheap; the disclosure that bitcoin sales are on the table as a funding source undercuts Saylor's 'net accumulator' framing and gives the market something to price…
The 319% revenue jump came on a tiny base, while the bulk of the net loss is a non-cash SOL mark-to-market hit that exposes how exposed a Solana treasury vehicle is to its own holdings.
HYPE is the only DAT-tracked asset trading at a positive mNAV, meaning treasury vehicles can raise capital and keep absorbing supply without the dilution drag plaguing peers.
The pivot lands as a referendum on the treasury-trade thesis itself: bitcoin miners are bleeding BTC to fund AI pivots, and a Nasdaq-listed firm just pulled $485M out of the trade to chase the same…
With 4.29% of total ETH supply locked and 84% of it staked, BitMine is closing in on its '5% Alchemy' target while Strategy sits out — the corporate-treasury rotation has a clear new leader.