Download the Complete Report Here By Rayk Riechmann After tracking the meteoric rise of Digital Asset Treasury (DAT) companies in our June 2025 report, HODL On Tight – The Rise of Public Market Crypto Treasuries, the strategy has boomed with countless companies across industries and geographies embracing it. To help investors spot potential winners, we’ve published an industry update focusing on the most critical indicators to monitor. DAT companies provide regulated, liquid, and transparent access to blo ...

Investors refer to Warren Buffett as the “Oracle of Omaha” for a reason. Like the oracles of Ancient Greece, he shares wisdom that can be as eyebrow-raising as it is informative. In one example, dating back to Berkshire Hathaway’s (BRK.B) 1979 shareholder letter, he compared building trust with shareholders to a restaurant setting its menu. “A restaurant could seek a given clientele – patrons of fast foods, elegant dining… – and eventually obtain an appropriate group of devotees. If the job were expertly ...

Korea Blockchain Week 2025 brings big WLFI announcements and the first South Korean Solana treasury on Day 1. Market Overview Ouch! The crypto gods dished out another liver kick this week to investors post-Fed cut, causing Bitcoin to dip $112,800, sliding 3% week-on-week. Altcoins felt the heat too. All this as the industry’s biggest projects converge in Seoul and then Singapore for Korea Blockchain Week and Token2049. Annyeonghaseyo from Seoul—I'm currently attending KBW2025, where Trump-affiliated Wor ...

First came Michael Saylor with MicroStrategy, launching a Bitcoin treasury. Soon, public firms explored Ethereum, and as of late September 2025, the first Solana treasury is now live in South Korea. Although the launch coincides with SOL USD falling, this development could provide the tailwinds to lift SOL USDT above $250. At press time, the Solana price is steady but hasn’t been spared the market-wide sell-off. Although the uptrend remains, there needs to be a conclusive close above September highs at ar ...

DeFi Development Corp., a Nasdaq-listed company, and Solana-based liquid staking platform Fragmetric Labs announced plans to establish South Korea’s first corporate Solana treasury. The two firms will jointly acquire a publicly listed Korean company to launch the initiative, marking an important expansion of Solana’s presence in one of the world’s most active crypto markets. A Major Reveal After Subtle Hints Fragmetric’s co-founder had hinted at a major reveal last week and the actual unveiling took pla ...

DeFi Development Corp. (NASDAQ:DFDV), the first public company to center its treasury on accumulating Solana (CRYPTO: SOL/USD), has partnered with ZeroStack, the soon-to-be new name of Flora Growth Corp. (NASDAQ:FLGC). The collaboration focuses on building out the 0G Network, a decentralized blockchain designed to scale artificial intelligence workloads. Under the deal, DFDV contributed SOL tokens in exchange for a convertible note and an equity position in ZeroStack. The company also agreed to provide sup ...

公司背景 - 内容发布方为Proactive 一家提供全球商业与金融新闻的独立财经媒体 其团队由经验丰富的新闻记者组成[2] - 公司内容覆盖全球主要金融与投资中心 包括伦敦 纽约 多伦多 温哥华 悉尼和珀斯等城市[2] - 内容创作以人类专业经验为核心 同时采用自动化与生成式AI等技术辅助工作流程[4][5] 内容定位 - 专注于中小市值公司市场 同时覆盖蓝筹股 大宗商品及广泛投资领域[3] - 内容类型包括生物科技与制药 采矿与自然资源 电池金属 石油与天然气 加密货币及新兴数字与电动汽车技术等行业新闻[3] - 目标受众为活跃的私人投资者 提供具有激励性和参与度的市场资讯[3] 内容质量控制 - 所有发布内容均经过人类编辑和撰写 遵循内容生产和搜索引擎优化的最佳实践标准[5] - 团队具备数十年专业经验 确保内容的独立性和专业性[2][4]

Helius Medical Technologies (Nasdaq: HSDT) has closed on a $500 million PIPE as it pursues a Solana (SOL) Treasury Strategy.Solana is a high-performance blockchain that some predict will become the one blockchain to rule them all when it comes to institutional and financial services demands. Pantera Capital and Summer Capital led this charge, with Pantera founder Dan Morehead explaining he wants to create a DAT (digital asset treasury company) that is accessible to retail investors.In total, the project rai ...

交易概览 - Ark Invest于周四执行重大交易 卖出Tempus AI股票 买入Brera Holdings Pony AI和Baidu股票[1] - 交易通过ARKK ARKF ARKW和ARKQ等多个ETF执行[2][8][10] Brera Holdings交易细节 - 合计买入6,500,001股Brera Holdings股票 总价值约1.6185亿美元[2][3] - 该公司股价收于24.90美元 单日涨幅达225.49%[3] - 公司更名为Solmate 转型为基于Solana的数字资产国库和加密基础设施公司[4] - 获得由Pulsar Group和Solana Foundation领投的3亿美元超额认购投资[4] - 新业务重点包括积累和质押Solana 在阿联酋部署验证器基础设施 同时保留原有体育俱乐部业务[5] - 新任CEO为前Kraken首席法务官 Marco Santori 董事会成员包括经济学家Arthur Laffer博士[5] Tempus AI交易细节 - 通过ARKK ETF卖出43,157股Tempus AI股票 交易价值约376万美元[6] - 公司股价收于87.07美元 单日微涨0.72%[7] - 近期获得FDA 510(k)许可 更新AI心脏成像平台Tempus Pixel[6] - HC Wainwright & Co将目标股价上调至98美元[6] - 周三已卖出8,850股该公司股票[7] Pony AI交易细节 - 通过ARKQ ETF买入31,764股Pony AI股票 交易价值约55.49万美元[8] - 公司股价维持在17.47美元不变[9] - 第二季度营收同比增长75.9% 主要受Robotaxi服务扩张驱动[8] - 周三已买入价值150万美元的公司股票[9] Baidu交易细节 - 通过ARKQ ETF买入5,033股Baidu股票 交易价值约68.07万美元[10] - 公司股价收于135.25美元 单日下跌1.87%[10] - 周三已通过ARKQ买入5,164股[10] 其他交易 - 卖出47,474股Roku股票[12] - 买入3,560股AeroVironment股票[12] - 买入68,720股ATAI Life Sciences股票[12] - 买入23,607股Arcturus Therapeutics股票[12]

公司融资与品牌重塑 - Brera Holdings通过PIPE融资筹集3亿美元用于积累SOL代币 融资方包括阿联酋Pulsar Group、ARK Invest、RockawayX和Solana Foundation [1] - 公司宣布将更名为Solmate 同时保留原有体育俱乐部所有权业务 [1] - 受此消息影响 公司股价上涨14% SOL代币过去24小时上涨5% [2] 行业发展趋势 - 数字资产国债趋势正从比特币和以太坊扩展到Solana生态 近期出现多个类似案例包括Galaxy支持的Forward Industries和Pantera支持的Helius Medical Technologies [2] - 新成立的Solmate计划持有并质押SOL代币 在阿布扎比建设验证器基础设施 并从Solana原生项目中获取收益 [3] 技术基础设施规划 - 公司首个部署计划是配置一套裸机服务器 其性能将超越传统验证器设置 为地区投资者提供直接参与Solana质押收益的渠道 [3] 管理层架构 - 任命长期数字资产律师、前Kraken高管Marco Santori担任Solmate首席执行官 [4] - 董事会成员包括经济学家Arthur Laffer、RockawayX首席执行官Viktor Fischer以及Solana基金会指派的两位代表 [4]