Daily Update | Mainstream Coin Stock Company Premium Rate (mNAV) and Staking Summary

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2025-08-01 15:43

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The Global Trend of Listed Companies "MicroStrategy," Strategy Plans to Raise Up to $4.2 Billion through New Preferred Stock Offering

Due to the recent frenzy of expansion and coin-buying among various listed companies in the market, the common financing methods of PIPE (Private Investment in Public Equity) and ATM (At-the-Market Offering) have been widely used in crypto concept stocks or crypto asset reserve companies in a short period of time. These two forms of financing have a direct and significant impact on outstanding shares and shareholder value. The data platform efficiency of traditional stock markets is relatively slow, taking several days to update the new shares outstanding and market capitalization. Currently, there is no complete and accurate real-time data available.

To facilitate readers in keeping up with the market, BlockBeats will continue to track the newly issued shares information of various popular coin-stock concept companies in financing, manually calculate the market value and crypto asset holdings of these companies, and provide a more accurate reference for the basic mNAV value.

Today's Coin-Stock Company Event Updates

After SEC Chairman Launches Project Crypto, Multiple Listed Companies Expand Crypto Strategy Today Including "MicroStrategy"

On August 1, Paul Atkins, Chairman of the U.S. Securities and Exchange Commission (SEC), published an article stating that we are at the beginning of a new era in the market's history. SEC's Project Crypto plan will enable the U.S. financial markets to achieve on-chainization. This project will be the North Star of the U.S. Securities and Exchange Commission, helping President Trump turn the U.S. into the "world's capital of cryptocurrency" and maintain U.S. dominance in the crypto asset market.

He stated, "SEC's primary task is to quickly establish a regulatory framework for the distribution of U.S. crypto assets, rather than constraining with red tape and one-size-fits-all rules. This not only represents a regulatory shift but also a once-in-a-lifetime opportunity." Multiple listed companies worldwide chose to seize this "once-in-a-lifetime opportunity" on the same day and announced updates to their cryptocurrency "microstrategy plan":

UK-listed company Vaultz Capital raised £4.3 million in funding, with Aura Digital leading with £2.6 million, aiming for a total fundraising of approximately £6 million. Vaultz Capital increased its holdings by 20 bitcoins on July 21, bringing its total holdings to 70 bitcoins.

London-based AI company Satsuma Technology appointed Jonathan Jachym, Kraken's Global Policy Director, to its board as a non-executive director. His regulatory and crypto policy expertise will support Satsuma's expanding bitcoin treasury strategy. Previously, Satsuma Technology raised £100 million (approximately $135 million) to establish a bitcoin treasury, setting a record for bitcoin treasury fundraising in the UK.

The UK listed company Valereum plans to raise approximately £500,000 by issuing around 16.129 million ordinary shares to accelerate the company's growth strategy. The company will focus on developing a digital financial market infrastructure platform and intends to establish a Bitcoin treasury. Valereum expects that a significant portion of its future revenue will be received in Bitcoin to align with its development strategy in the tokenization of real-world assets.

The French listed company Crypto Blockchain Industries has added 21.52 BTC to its holdings in the past three months, bringing its total holdings to 25.07 BTC. Additionally, the company announced today a strategic partnership with SAFEbit, planning to acquire up to 2,000 BTC (valued at over €200 million) through an exchange of company shares at a discounted price, without the need for cash payment.

Real estate investment company Cardone Capital's CEO Grant Cardone stated that he took advantage of today's dip to increase his BTC holdings by an additional 100 BTC. Cardone Capital had announced the purchase of around 1,000 BTC in June and plans to increase its holdings by 3,000 BTC this year, becoming the first comprehensive company to adopt a full Bitcoin strategy that combines real estate with Bitcoin assets. The group owns 14,200 housing units and over 500,000 square feet of Class A office space, with plans to add 3,000 BTC and 5,000 housing units this year.

After completing a $450 million private placement, the US-listed company Mill City Ventures has officially established its SUI token reserve. It currently holds a total of 76,271,187 SUI tokens purchased at an average price of $3.6389 per token through an OTC trading agreement with the Sui Foundation. Mill City intends to continue buying SUI on the open market and plans to allocate approximately 98% of its net proceeds from the private placement to SUI token purchases and reserve management.

The US-listed company Intchains Group (ICG) has announced a partnership with FalconX to expand its ETH strategic reserve, aiming to enhance ETH acquisition efficiency and launch structured ETH yield strategy products.

Strategy Plans to Raise Up to $4.2 Billion through New Preferred Stock Issuance

According to a filing submitted to the US Securities and Exchange Commission (SEC) yesterday, Strategy, a publicly traded company with the most Bitcoin holdings globally (stock code MSTR), intends to raise up to $4.2 billion through the issuance of a new series of preferred stock. This fundraising plan comes just days after the company completed a nearly $2.5 billion STRC (Stretch) preferred stock issuance.

SharpLink Considering Issuing Convertible Note to Stabilize Stock Price

SharpLink's Board Chair and ConsenSys CEO and Founder, Joseph Lubin, mentioned in an interview that SharpLink is considering raising funds through convertible notes to stabilize its stock price. So far, SharpLink has been selling its stock through ATM (At-The-Market), leading to dilution of SBET investors' equity. This has caused panic and concern, resulting in the stock price plummeting from $37 to below $20 in less than two weeks.

Issuing convertible notes would allow SharpLink to raise funds without immediately diluting equity (convertible bonds carry debt risk and may result in future dilution upon conversion), but in the short term, this could help stabilize SBET (decreasing stock entering the market).