NAKA (NAKA) news

Bitcoin Treasury Firms Now Valued at Less Than Their BTC Holdings Amid Crumbled Sentiment

IREN and Kindly MD Convertible Note Deals Could Pressure Shares as Firms Eye Expanded Bitcoin Holdings

How Are Shares of Bitcoin Treasury Companies Performing Amid Private Fundraises? (CryptoQuant)

Despite being one of the few viable options for Bitcoin treasury firms, PIPEs have hurt companies’ stock performance.

Bitcoin Treasury Companies With PIPE Deals Could See Shares Fall Up to 50%, CryptoQuant Says

Bitcoin’s Hidden Risk — DAT Stock Meltdown May Trigger Forced Selling

An analysis shows that Bitcoin holding company stocks that raised capital through PIPE programs have plummeted, with some facing a potential for up to a 50% further decline.

25% of public bitcoin treasury companies are worth less than their reserves

Shares of Bitcoin Treasury Company Nakamoto (NAKA) Collapse 50% as CEO Says Firm Expects Price Volatility To Increase

Nakamoto plummets 96%, is the story of Bitcoin DATs no longer convincing?

GD Culture Group Expands into Bitcoin, But Stock Market Punishes Move

GD Culture Group’s upcoming $879 million Bitcoin acquisition positions it among the largest corporate holders, yet its stock dropped sharply on investor caution. Analysts suggest upcoming Fed moves could prove pivotal for Bitcoin treasury firms.

Bitcoin Price Hits $117,000 as Treasury Stocks Like MSTR, NAKA Collapse

One in four public bitcoin treasury firms now trading below their BTC holdings value: K33

Quick Take Some 25% of public bitcoin treasury firms now have market caps worth less than the value of their BTC holdings, according to K33. Lower premiums mean less capacity to buy more bitcoin, with average daily purchases by treasury firms falling to the lowest level since May, Head of Research Vetle Lunde said.

Are Corporate Bitcoin Treasuries Risking Shareholder Value in the Long Run?

Next Technology Holding and KindlyMD both saw stock declines after fresh fundraising and share releases tied to Bitcoin treasuries. While executives highlight long-term potential, market reactions reflect growing caution around the risks.

NAKA shares plunge 54% in a day, reinforcing investor exhaustion toward Bitcoin treasury companies

The End of Paper Bitcoin Summer

KindlyMD unit commits $30 million in Metaplanet’s Bitcoin-focused equity raise

Quick Take Nakamoto said it has committed up to $30 million to participate in Metaplanet’s global equity offering. Nakamoto said the deal marks its largest single investment to date.

NYDIG Issues Warning on Crypto Treasury Companies, Says ‘Bumpy Ride’ May Be Approaching – Here’s Why

Metaplanet's $887M Bitcoin Play: A Catalyst for Institutional Adoption and Long-Term BTC Value

- Metaplanet allocated $887M of its ¥130.3B fundraising to Bitcoin in 2025, reflecting corporate treasury strategies shifting toward digital assets amid macroeconomic instability. - Japan's weak yen and 260% debt-to-GDP ratio drive institutional adoption of Bitcoin as a hedge against currency depreciation, with 948,904 BTC now held across public company treasuries. - Metaplanet's 1% Bitcoin supply target (210,000 BTC) and inclusion in global indices signal growing legitimacy, as regulatory reforms in Japan

KindlyMD's $5B Equity Offering: A Strategic Move to Dominate the Bitcoin Treasury Market and Redefine Healthcare-Finance Synergy

- KindlyMD launched a $5B ATM offering to expand Bitcoin holdings and scale healthcare operations post-merger with Nakamoto Holdings. - The strategy combines Bitcoin treasury growth (targeting 1M BTC) with opioid-reduction healthcare services to balance volatility and generate dual revenue streams. - Risks include shareholder dilution from share issuance and Bitcoin price swings, though healthcare cash flows aim to stabilize valuation amid crypto market fluctuations. - Competing with 79 Bitcoin-holding pub

Nasdaq-listed KindlyMD to raise $5B via equity to buy Bitcoin

KindlyMD Joins Bitcoin Race With $679 Million Crypto Purchase

Trump's Cryptocurrency Advisor's "Whale Debut": $680 Million Bitcoin Dip Buy, Now Sitting on Multi-Million Dollar Loss

Bailey's goal is to establish a Bitcoin Treasury Company network in the global capital markets, ultimately holding 1 million BTC, representing nearly 5% of the total Bitcoin supply.

David Bailey's Bitcoin treasury KindlyMD acquires $679 million in BTC

KindlyMD Bitcoin: Healthcare Firm Makes Massive $679M BTC Acquisition

$2 Billion BTC RWA Plan Bets on A World Without Bitcoin

VCI Global's $2.16 billion investment in Bitcoin aims to create RWAs and prepare for a future where Bitcoin is harder to access for retail investors.

KindlyMD Closes $200M Convertible Note Funding for More Bitcoin

KindlyMD-Nakamoto Merger Creates Public Bitcoin Treasury Firm Targeting 1M BTC

KindlyMD has completed its merger with David Bailey’s Bitcoin-focused firm, Nakamoto, forming a Nasdaq-listed company with ambitions to build one of the largest Bitcoin treasuries in the world.

KindlyMD and Nakamoto Finalize Merger, Launch Bold Bitcoin Treasury Strategy

Nakamoto CEO David Bailey Hints at $1,000,000,000 Bitcoin Purchase, Says Firm Plans on Being Among Top BTC Holders in the World

Hard Math: Crypto Treasuries Face 50% Downside on PIPE Selling Pressure

Ethereum Treasury Firms See Stock Volatility as PIPE Investors Consider Early Gains