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Strategy

Buy-the-Dip strategy stays in play above $3,345
GameFi Guides

Buy-the-Dip strategy stays in play above $3,345

by admin September 1, 2025



Summary

  • A weaker dollar, safe-haven demand, and Fed rate-cut forecasts all helped gold soar to about $3,490/oz, its highest level in four months.
  • Future U.S. data (ISM, JOLTS, ADP, and NFP) will be crucial; while resilience in wages or services could restrict gains, poorer labor numbers could drive gold higher.
  • With bullish momentum still present above $3,345, key buy zones are seen between $3447 and $3436 and $3416 and $3404.
  • With probable retests between $3,440 and $3,500 as well as a potential breakout to new all-time highs, the bias is still buy on dips in this gold price prediction.

As traders placed bets on a September interest rate drop by the Federal Reserve, gold prices continued their upward trajectory at the beginning of September 2025.

This gold price prediction analysis factors in recent gold price data, such as the fact that spot gold hit its highest level in almost four months today. XAUUSD is no2 $3,490 an ounce, and is still holding strong at the $3470 level.

A weaker US currency, falling Treasury yields, and safe-haven flows in the face of persistent macroeconomic uncertainty all contributed to this pump in gold prices.

Growing market confidence that the Fed may loosen policy sooner rather than later is reflected in the increased optimism for gold. Although the metal has been well-supported by this dovish tendency, investors are nevertheless wary ahead of this week’s important U.S. data releases, which might either support or contradict the optimistic narrative.

As long as gold stays above $3,345–$3,350, dip-buying is advised. The bias is still optimistic for the time being. A retest of $3,440 and ultimately $3,500+ could be possible if there is a breakout above $3,490.

In light of this, let’s talk about the crucial turning points for gold purchases and sales in this XAUUSD weekly forecast for September 1–September 5, 2025.

Key economic events impacting gold price prediction

Some significant U.S. economic reports are scheduled for release this week that are expected to impact XAUUSD. 

Sep 2 – ISM Manufacturing PMI

A stronger-than-expected PMI could limit gold’s upside by signaling resilience in manufacturing, though staying below 50 still reflects contraction, which may support gold as a haven.

Sep 3 – JOLTS Job Openings

Fewer job openings would point to a cooling labor market, increasing dovish Fed expectations and favoring gold.

Sep 4 – ADP Jobs, Unemployment Claims, ISM Services PMI

A weaker ADP jobs figure would support gold as labor softness grows. Flat unemployment claims at 229K should have a limited impact, while a modestly stronger services PMI (50.5 vs. 50.1) could pressure gold slightly.

Sep 5 – NFP, Earnings, Unemployment Rate

If NFP comes in near 74K and unemployment ticks higher to 4.3%, markets may interpret it as labor market weakness, bullish for gold. However, steady wage growth at 0.3% could still raise inflation concerns and cap upside.

Overall Gold Outlook

This week’s data leans toward labor market softening and continued manufacturing weakness, suggesting a supportive backdrop for gold, though wage and services strength may limit rallies.

Gold HTF Overview

As mentioned in the previous XAUUSD weekly forecast, gold is nearing its external liquidity of $3500 which is also its all-time high, and investors can expect it to be taken out this week.

XAUUSD 1M chart, Source: Tradingview

Gold forecast for September 1st to September 5th, 2025

As per the 1-hour timeframe, the first buying zone for gold is coming at the golden fib zone and POC level which is around $3447-$3436.

XAUUSD 1h chart, Source: Tradingview

According to the 4h timeframe, the XAUUSD $3416-3404 is the order block and the place where the impulsive buy move started. Investors can expect price to retest and provide a good bounce from this level.

XAUUSD 4h chart, Source: Tradingview

Trading Strategies & Investment Recommendation

To conclude, gold can give both buys and sells this week; however, buys are strongly preferred over sells. Lower time frames are suggesting sells, while higher time frames are still favoring a buy position in gold. 

Resistance Levels

  • $3416-3404 – 4h order block and the start of the bullish rally

Support Levels 

  • $3447-$3436 – POC level and golden fib zone

Disclosure: This article does not represent investment advice. The content and materials featured on this page are for educational purposes only.

Disclosure: This article does not represent investment advice. The content and materials featured on this page are for educational purposes only.



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September 1, 2025 0 comments
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Bitcoin price eyes $100k crash as Convano adopts Metaplanet-style buying strategy
Crypto Trends

Bitcoin price eyes $100k crash as Convano adopts Metaplanet-style buying strategy

by admin August 30, 2025



Bitcoin continued its downward trend after a major options expiry on Friday. It also plunged as Convano, a sleepy Japanese company, announced a BTC buying strategy.

Summary

  • Bitcoin price could crash to $100,000 as the recent momentum wanes.
  • Convano, a Japanese company, aims to buy coins worth $3 billion.
  • Bitcoin strategy companies have lost momentum this year.

Convano to accumulate $3 billion worth of Bitcoin

The Bitcoin (BTC) price, at last check on Saturday, is down more than 5.4% over the previous seven days, and down 13% from its all-time high this year. The rising uncertainty about the Federal Reserve, rising crypto liquidations, and a multi-billion-dollar options expiry triggered a crash.

Still, despite the current crash, a small Japanese nail salon operator known as Convano has launched a new Bitcoin buying strategy. It is now rising about $3 billion, which it will use to acquire 21,000 Bitcoin. Its planned capital raise is much higher than its market capitalization of $386 million.

Convano hopes to become a successful story like Strategy and Metaplanet. Strategy, formerly known as MicroStrategy, has seen its market capitalization jump from approximately $1 billion in 2020 to $90 billion, primarily driven by its Bitcoin buying strategy. 

Similarly, Metaplanet has moved from being a hotel owner to a $2 billion company, helped by its 18,991 Bitcoin purchases. 

The risk for Convano is that Bitcoin treasury companies are not doing well. Strategy stock has plunged by over 25% from its 2024 high, while Metaplanet has crashed by over 50% from the year-to-date high. 

Other top companies that have adopted this strategy, such as GameStop, MicroCloud Hologram, and Trump Media, have also slumped. According to BitcoinTreasuries, there are now over 100 companies holding over 989,926 coins. 

Bitcoin technical analysis

BTC price chart | Source: crypto.news

The daily timeframe chart shows that the BTC price has crashed after peaking at a record high of $124,200 earlier this month. BTC has moved below the 100-day and 50-day Exponential Moving Averages, while the Average Directional Index rose to 19, indicating that the downtrend is strengthening. 

It has also formed a double-top pattern and moved below the neckline at $111,834. This pattern has a height of about 9.3%. Measuring the same distance from the neckline means that it may crash to $100,000 in the coming days. 



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August 30, 2025 0 comments
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A Star Trek: Voyager survival strategy game (yes, Voyager) is coming that lets you 'what if?' the series
Gaming Gear

A Star Trek: Voyager survival strategy game (yes, Voyager) is coming that lets you ‘what if?’ the series

by admin August 30, 2025



Star Trek: Voyager – Across the Unknown | Announcement Teaser – YouTube

Watch On

You probably couldn’t have predicted this one. Of all the things Star Trek that could be a game, it’s 24-years-gone series Star Trek: Voyager that’s getting the treatment with a game that’ll put you in charge of the lost ship’s journey home.

Star Trek: Voyager – Across the Unknown is described as a “a story-driven survival strategy game.” Your job is to manage the ship, its resources, and its path through the far-off Delta Quadrant on a long trip back to home space.

You’ll choose which crew members do what tasks based on their special abilities and unique skills, find resources to repair the damaged Voyager, choose where the ship will travel, and research technologies that can strengthen your ship and boost chances of survival.


Related articles

“Did you ever wonder what would have happened had Captain Janeway decided differently? If an important crew member had followed a different path? Or what the outcome would have been had the crew of the U.S.S. Voyager embraced Borg technology to increase their chances of survival?,” says Across the Unknown’s Steam page.

That emphasis on “What If?” stories really makes this an interesting one. Will it rerun a ton of familiar plot beats from the series that fans already know, but let you change how things went by making different choices? That seems to be the implication.

“The game features rogue-like elements,” say the developers, “so in each run you will encounter different situations and even iconic characters might meet an early end if you don’t react accordingly.”

You can find Star Trek: Voyager – Across the Unknown on Steam, where it’s “coming soon.”

Keep up to date with the most important stories and the best deals, as picked by the PC Gamer team.



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August 30, 2025 0 comments
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GameFi Guides

Strategy Investors Drop Lawsuit Over Bitcoin Profitability Promises

by admin August 30, 2025



In brief

  • Investors have dropped a class-action lawsuit against Bitcoin giant Strategy, which accused the company of misleading shareholders about how new accounting rules would affect its profitability.
  • The case centered on Strategy’s switch to fair value accounting, which let it mark Bitcoin’s price swings on its balance sheet.
  • Critics said the firm overstated how much this change would boost earnings. Despite Bitcoin’s recent surge, Strategy reported a $4.22 billion loss in early 2025, sparking backlash.

Investors in Bitcoin behemoth Strategy have dismissed a class-action lawsuit against the company for allegedly making false and misleading statements about its profitability. 

The suit was initially filed in May, accusing the company—famous for pivoting from software development into a full-time strategy of Bitcoin accumulation—of misleading investors about the impact new crypto accounting practices would have on its profitability. 

This year, Strategy, which currently owns over $68 billion worth of BTC, switched to a fair value accounting standard that allowed it to record quarter-to-quarter swings in the price of held Bitcoin on its balance sheets. 



Previously, the firm recorded its Bitcoin at original purchase cost; while it could write down drops in the token’s value as “impairment charges,” it could not mark up price increases unless tokens were sold off. 

Investors who filed suits against Strategy and its leadership earlier this year argued the company misled them by overstating the positive impact this new accounting strategy would have on the firm’s profitability.

When Strategy announced a net loss of $4.22 billion in the first quarter of 2025—despite Bitcoin’s historic surge over the prior six months—shareholders began revolting.

But on Thursday, plaintiffs in one of the most prominent lawsuits against the company opted to voluntarily dismiss their claims. The jointly stipulated dismissal, filed in a federal court in eastern Virginia, where Strategy is based, was made with prejudice—meaning the claims cannot be made in court again.

Decrypt reached out to the plaintiffs’ attorneys asking why they had dropped their claims, or if any settlement had been reached with Strategy, but did not immediately receive a response. 

In recent weeks, Strategy has faced other criticisms about how it presents its unorthodox business model to shareholders.Earlier this month, a prominent Wall Street advisor slammed the company for comparing its price-to-earnings ratio to the likes of Apple and Nvidia—a move that was “100% fraudulent,” the advisor said, because the company’s recent performance was driven by a “one-off” increase in Bitcoin’s price, not business fundamentals likely to recur.

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August 30, 2025 0 comments
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As Bitcoin strengthens, Strategy faces a test of relevance
GameFi Guides

Investors withdraw lawsuit against Strategy over Bitcoin accounting practices

by admin August 30, 2025



A proposed class action lawsuit against Strategy which accused the business intelligence company and its executive chairman, Michael Saylor, of misleading investors about the risks of its substantial Bitcoin purchases, has been voluntarily dismissed by the plaintiffs, according to Bloomberg.

Summary

  • Investors have voluntarily dismissed a proposed class action against Strategy, closing claims the company misled shareholders over Bitcoin risks and accounting.
  • The lawsuit, filed in May, accused Michael Saylor and other executives of overstating Bitcoin gains and obscuring volatility and accounting impacts.

According to a Bloomberg report on August 29, investors voluntarily dismissed their proposed class action lawsuit against Strategy with prejudice, permanently closing the case.

The suit, originally filed in May by law firm Pomerantz LLP in the U.S. District Court for the Eastern District of Virginia, had named executives including Michael Saylor, CEO Phong Le, and CFO Andrew Kang as defendants.

Plaintiffs had argued that Strategy overstated potential gains from its Bitcoin strategy while downplaying volatility risks and failed to clearly disclose the effects of adopting new accounting standards for digital assets. The plaintiffs’ abrupt decision to withdraw all claims, filed just a day prior on August 28, offers no public explanation for their retreat.

Accounting shift and mounting criticism

Earlier this year, Strategy adopted the Financial Accounting Standards Board’s Accounting Standards Update No. 2023-08, which governs the accounting for crypto assets. The shift to fair value accounting allowed the company to record its massive Bitcoin holdings at their market value each quarter, with unrealized gains and losses flowing directly into the net income statement.

Plaintiffs argued the company failed to fully disclose how this would affect its reported earnings, pointing to Strategy’s $4.22 billion net loss in the first quarter of 2025 as proof that the accounting method was being presented to investors in a misleading light.

In addition to the lawsuit, Strategy has faced scrutiny on other fronts. Earlier this month, a prominent Wall Street advisor criticized the company for comparing its valuation metrics to tech giants like Apple and Nvidia, arguing that its recent performance was fueled by a one-time surge in Bitcoin rather than sustainable revenue growth.

The rebuke underscored the growing skepticism from parts of the financial establishment about whether Strategy’s unique model should be benchmarked against conventional corporate peers at all.

Despite the criticisms, Strategy remains the largest corporate holder of Bitcoin, with 632,457 BTC on its balance sheet, worth about $68.32 billion according to BitcoinTreasuries.net.

On August 25, Michael Saylor highlighted that the firm’s proprietary Bitcoin Yield metric had climbed to 25.4% year-to-date, framing it as evidence of long-term shareholder value tied to Bitcoin accumulation.



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August 30, 2025 0 comments
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Japanese gaming giant Gumi picks XRP for treasury strategy
GameFi Guides

Japanese gaming giant Gumi picks XRP for treasury strategy

by admin August 29, 2025



Japanese gaming platform Gumi has expanded its foray into the crypto treasury strategy ecosystem with a $17 million initial splash on XRP.

Summary

  • Tokyo-listed Gumi has acquired $17 million of XRP for a treasury bet.
  • The video game developer joins a growing list of public companies adding XRP to their balance sheets.

Gumi, a Tokyo-listed video game developer backed by financial services and investment giant SBI, has picked Ripple’s XRP (XRP) for its crypto treasury asset. The company announced on Aug. 29 that it had purchased approximately $17m worth of XRP, beginning its accumulation of the cryptocurrency as a balance sheet asset.

The move, which will see Gumi buy Ripple’s native token over the next several months, adds to the video game developer’s earlier purchase of Bitcoin (BTC). The company bought 80,352 BTC for about $6.7 million earlier this year, with the strategy including staking on platforms such as Babylon.

Investment in XRP as part of Gumi’s crypto strategy aligns with plans to tap into opportunities across the blockchain ecosystem, the company said. 

“Through contributing to the expansion of the XRP ecosystem, which plays an important role in the international remittance and liquidity network strategy primarily promoted by SBI Holdings, we aim to expand revenue opportunities in that business,” it said in a post on X.

Everything Blockchain makes XRP move

XRP is among top altcoins that are attracting a lot of attention, with more public companies coming forth with treasury strategy plans.

On Aug. 29, Everything Blockchain joined VivoPower in tapping into Flare Network for its XRP strategy move. Everything Blockchain announced it had sealed a memorandum of understanding with Flare to explore an XRP yield strategy.

VivoPower recently initiated a $100 million XRP deployment via Flare and Everything Blockchain looks to take a similar route into leveraging yield opportunities with the Ripple cryptocurrency.

“This is about unlocking the true financial utility of digital assets like XRP, not just as speculative holdings, but as yield bearing instruments that can compound over time,” said Arthur Rozenberg, chief executive officer of Everything Blockchain. “Flare gives us the rails to do this in a way that meets the governance, security, and auditability standards required of public companies.”

China’s Webus International, Trident Digital and Nature’s Miracle are among companies to recently unveil XRP treasury strategies. These moves come as Ripple, the company behind XRP, looks to expand its global reach following years of constraint amid a legal tussle in the United States.



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August 29, 2025 0 comments
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Hands typing on a keyboard surrounded by security icons
Gaming Gear

Secure access, minimize tech debt: a browser-based strategy for the SaaS-driven enterprise

by admin August 29, 2025



There’s a silent strain on security in today’s enterprises, and it’s coming from an unexpected source: the technology stack.

Technical debt is a $2.41 trillion problem in the United States. No wonder, then, that 87% of IT leaders rank tech debt reduction as a top five initiative for their organization, according to a new Enterprise Strategy Group survey. Respondents cited security concerns, escalating operating costs, and more.

How did organizations get this deep into application tech debt? What are the implications for security? And, most importantly: How can organizations begin to dig their way out?


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A vicious cycle of short-term fixes

Tech debt is, at its core, the pain of applying yesterday’s technology decisions to today’s business needs.

Organizations frequently face trade-offs when it comes to technology. Most often, they find the best solutions for their complex problems, balancing network, security, and end-user priorities. Other times, they’re under pressure to move fast and constrained by limited resources, leading to quick fixes that complicate their tech stack.

This is how tech debt accrues, one well-intentioned decision at a time. As business demands intensify – whether due to growth, digital transformation, or external disruptions – IT and security teams make pragmatic choices and adopt point solutions to keep up.

But these bolt-on software purchases quietly snowball and mutate into an unmanageable web – eventually emerging loudly in the form of fractured IT infrastructure, inconsistent user experiences, ballooning operational costs, and unpredictable IT environments.

Not to mention, they make for a vastly increased attack surface. In this Swiss cheese effect of overlapping systems, the organization can spend more time patching holes and maintaining legacy scaffolding than innovating.

According to a Gartner survey of 162 large enterprises, conducted between August and October 2024, organizations use an average of 45 cybersecurity tools. It’s a vicious cycle of patch upon patch.

Time isn’t the only cost. Enterprise Strategy Group found that 47% of IT leaders point to escalating operational costs as a direct result of legacy infrastructure support. And 36% flagged increased security vulnerabilities as a growing concern tied to outdated systems.

Regardless of the justification for yesterday’s technology decisions, they all impact today’s enterprise systems—increasing complexity, maintenance burdens, and security vulnerabilities.

Tech debt has a SaaS problem

Most modern applications in use across the enterprise today are delivered in a SaaS model. For more than half of survey respondents, SaaS and legacy web-based applications represented a combined 61% of all application usage – the majority of those being classified as “business critical” apps.

In the enterprise, these critical apps require secure, modern access methods. However, to date, secure access has often come at the cost of convenience. Legacy access solutions like VDI and VPN weren’t designed with the SaaS-first enterprise in mind, creating friction for users, increasing overhead for IT teams, and offering limited visibility, control, or threat detection once users are inside the app.

Monitoring these apps requires bolted-on solutions, further increasing tech debt. Unsurprisingly, the number of respondents that indicated the desire to move off VDI solutions was a staggering 72%.

As SaaS adoption has accelerated, this mismatch between access architecture and application delivery has accelerated along with it—slowing agility, increasing risk, and complicating user experience across the board. Tech debt isn’t just a nuisance; it’s an anchor dragging down enterprise security and efficiency.

Addressing tech debt at the point of access

As knowledge workers’ primary interface, the browser is central to accessing SaaS, internal apps, and digital workflows. Therefore, the most direct way to address the application tech debt challenge is to reimagine the browser itself.

Browsers like Chrome and Edge, while highly effective tools for consumers, were never designed for enterprise needs. It presents a huge security gap: 62% of sensitive corporate data is accessed via consumer browsers, and 35% of data leaks stem from those same browsers.

These browsers require a complex ecosystem of tools – data loss prevention (DLP), web gateways, remote browser isolation (RBI), endpoint agents, VPNs, and more – to try to secure browsing activity and protect sensitive data. Over time, these layers have compounded, contributing to tech debt in both security and application access by requiring ongoing management, troubleshooting, and upgrades.

Further complicating the tech debt challenge is the proliferation of AI tools. In these early days of AI adoption, end users and the enterprises in which they operate will undoubtedly choose multiple tools to address niche use cases without understanding the impact on data protection and user experience. And fresh competition will replace many of these tools almost as fast as they arise. Future technology decisions will need to address managing the sprawl of shadow AI and the new tech debt it creates.

The emergence of enterprise browsers

However, a new type of browser has emerged: enterprise browsers, which are designed exclusively for use in the workplace. Gartner recognized this new category of browsers in 2023. In April, Evgeny Mirolyubov, Sr Director Analyst at Gartner, said, “SEBs embed enterprise security controls into the native web browsing experience using a customized browser or extension for existing browsers, instead of adding bolt-on controls at the endpoint or network layer.”

Enterprise browsers are redefining how organizations approach application access. An enterprise browser streamlines the tech stack needed to secure, manage, understand, and enable access to critical apps and data.

With growing regulatory scrutiny and the rising sophistication of threats like phishing, browser-based malware, and insider threats, organizations must rethink access with security at the forefront. Enterprise browsers provide visibility and control down to the session level, enabling proactive enforcement and rapid incident response.

These browsers have the power to reduce reliance on legacy tools like VDI, VPNs, DLP, proxies, and various endpoint agents—eliminating layer upon layer of tech debt and enabling secure, efficient, and scalable access.

Secure access without the debt

For too long, organizations have been trapped in a loop where old decisions constrain new possibilities. Years of layering legacy access tools, fragmented security controls, outdated application architectures, and siloed observability and authentication systems have created a complex web of technical debt—one that undermines performance, cybersecurity, and scalability at a time when seamless, secure, and cloud-optimized access is more critical than ever.

Finally, there’s an off-ramp from this loop. By reconsidering the browser, forward-thinking enterprises are not just reducing debt—they’re building resilience for the next generation of digital transformation.

We list the best IT management tools.

This article was produced as part of TechRadarPro’s Expert Insights channel where we feature the best and brightest minds in the technology industry today. The views expressed here are those of the author and are not necessarily those of TechRadarPro or Future plc. If you are interested in contributing find out more here: https://www.techradar.com/news/submit-your-story-to-techradar-pro



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August 29, 2025 0 comments
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Crypto Trends

Canadian Firm Luxxfolio Plans $73M Raise to Expand Litecoin Treasury Strategy

by admin August 29, 2025



In brief

  • Luxxfolio is transitioning from Bitcoin mining to a digital asset treasury strategy centered on Litecoin, paired with infrastructure plans.
  • It comes as the firm posted zero revenue and a net loss of $197,000 in Q2, with just $112,000 in cash and cumulative losses nearing $19 million.
  • Litecoin treasuries may attract institutions if tied to usable infrastructure, but risks remain if they just sit on it, Decrypt was told.

Canadian crypto infrastructure firm Luxxfolio filed a shelf prospectus on Thursday to raise up to CAD$100 million (US$73 million), months after becoming the first publicly listed company to anchor its treasury in Litecoin following a broader pivot away from Bitcoin mining.

Luxxfolio views Litecoin “as hard currency,” CEO and Director Tomek Antoniak said in a statement.

“In our sector, scale is critical—the larger our treasury, infrastructure, and ecosystem footprint, the greater our ability to capture market share and influence adoption,” Antoniak said, adding that the shelf would give Luxxfolio “flexibility” to scale and meet market demands.

Once approved, Luxxfolio’s shelf prospectus will enable it to raise funds over 25 months through the issuance of shares, debt, or other securities.

The latest filing follows Luxxfolio’s move in July to begin disclosing its Litecoin purchases, with a strategic advisor confirming earlier this month that the company is targeting a total of 1 million LTC by 2026.

Litecoin creator Charlie Lee, meanwhile, joined its advisory board in late June.



Luxxfolio, like others jumping on the crypto treasury trend, is positioning its strategy around reserves and infrastructure, despite its financials being in poor shape, marked by mounting losses and limited liquidity for its stock.

Key signs of strain include no revenue, a net loss of approximately $197,000 for the second quarter, compared with a net loss of $8,000 in the same period a year earlier, and nine-month losses that more than doubled year-over-year, according to its latest quarterly financials.

The company closed Q2 this year with just $112,000 in cash and relied on a $844,000 private placement to stay afloat, with nearly $19 million in total losses since its inception in 2017. 

Its management had warned of “significant doubt” about its ability to continue operating without fresh capital. Decrypt has reached out to Luxxfolio for comment.

Don’t just sit on it

Observers argue that a Litecoin-focused digital asset treasury can draw institutional attention if it goes beyond passive accumulation.

Such a model could “absolutely attract institutional capital if it’s paired with usable infrastructure,” Mehow Pospieszalski, CEO of wallet infrastructure platform American Fortress, told Decrypt.

Citing how inflows on the Litecoin ecosystem top over $100 million, Pospieszalski said that institutions “don’t deploy that kind of capital into a ghost chain,” instead, “they’re looking for scalable rails, compliance pathways, and user adoption.”

Risks remain, however, if “DATs just sit on assets and hope for ‘number go up,’” Pospieszalski said.

“They risk repeating 2008-style leverage cycles,” but the difference could come “when treasuries actually grow the ecosystem” by building tools that bring in users, he said.

Luxxfolio and others appear to be taking that path “to eliminate the bubble risk by replacing speculation with utility,” he added.

“Institutional capital has a tendency to gravitate toward assets with the following characteristics: deepest liquidity, strongest adoption, with the most established market narrative,” Shawn Young, chief analyst at MEXC Research, told Decrypt, adding that those qualities are “areas that Bitcoin clearly dominates.”

Litecoin, while having “technical merit and long-standing credibility,” has less developed institutional use cases, Young said.

Litecoin could “carve out a niche if paired with real utility,” but is “unlikely to command the same level of institutional inflows as Bitcoin-based strategies,” he said.

Still, the rise of altcoin treasuries “can be the decisive spark that ignites the final phase of the current market cycle,” Ray Youssef, CEO of NoOnes, told Decrypt.

Portfolio strategy pivots from companies like BitMine, SharpLink, Pantera, and others, are starting to “treat blue-chip altcoins as treasury-grade reserve assets,” Youssef said.

That “vote of confidence,” he argued, is reshaping how altcoins are perceived, signaling that “institutional capital is no longer reserved exclusively for Bitcoin.”

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August 29, 2025 0 comments
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Crypto Trends

Strategy Faces Scrutiny Over Stock Issuance To Fund Bitcoin Buying

by admin August 28, 2025


Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure

Strategy’s latest stock sale to buy more Bitcoin has put investor nerves on edge, as numbers and timing raise fresh doubts about shareholder dilution and the company’s funding choices.

Strategy: Rapid Shift In Equity Policy

Based on reports, Strategy changed its public guidance on August 18 and then, within days, moved to issue a large amount of new stock.

CryptoQuant analyst JA Maartunn traced the pattern: no fresh issuance on Aug. 3, roughly $18 million on Aug. 10, about $51 million on Aug. 17 — then close to $360 million raised in a single week after the guidance change.

That sharp jump in new capital has drawn scrutiny from market watchers who worry the company is leaning on share issuance to keep buying Bitcoin.

The new rules link stock sales to something called market net asset value, or mNAV, which compares the company’s share price to the value of its Bitcoin.

Strategy running out of steam? 🚂💨

Before Aug 18, almost no new money came into $MSTR:
🔹 Aug 3: $0
🔹 Aug 10: ~$18M
🔹 Aug 17: ~$51M

But after they dropped the “no dilution below 2.5x mNAV” promise, $359M was raised by issuing new shares (see tweet below).

Policy changed.… https://t.co/nenuT1soI3 pic.twitter.com/pORoidxPhf

— Maartunn (@JA_Maartun) August 26, 2025

If the stock trades at more than four times its mNAV, the company will sell lots of shares to buy more Bitcoin. If it trades between 2.5 and four times, it will sell some shares, but more carefully.

And if the stock drops below 2.5 times, share sales would mostly go toward paying debt or covering dividends instead of buying Bitcoin.

Reports add that if Strategy shares trade under 1x mNAV, the company could borrow to repurchase stock. That framework reversed an earlier pledge not to sell shares for Bitcoin purchases when mNAV was below 2.5x — a reversal that critics point to as the key change.

BTCUSD trading at $112,984 on the 24-hour chart: TradingView

How The Purchase Was Financed

According to the company’s SEC filing, nearly $310 million came from at-the-market common stock sales at an average share price of $354, plus roughly $47 million from preferred share classes.

In total, the firm raised a little more than $357 million and used the proceeds to buy 3,081 Bitcoin. The purchase pushed its holdings to 632,457 BTC.

That stack of 632,457 coins equals roughly 3% of circulating supply, based on market counts cited in filings and market reports. The company’s public target remains at 1 million coins — a goal that, by the reported figures, is now about 60% complete.

Dilution Risk And Debt Capacity

Investors focused on dilution have reason to be worried. Each new share increases the number of claims on the same Bitcoin pool, and when issuance happens while the stock trades at low multiples to mNAV, existing holders see their per-share Bitcoin backing decline.

Reports say Strategy’s debt sits at about 20% of Bitcoin NAV with headroom up to 30%, giving it borrowing room — but choosing to issue equity at low mNAVs still weakens per-share economics.

Featured image from Meta, chart from TradingView

Editorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. We uphold strict sourcing standards, and each page undergoes diligent review by our team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of our content for our readers.





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August 28, 2025 0 comments
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NFT Gaming

Bitcoin Strategy Deepens As Metaplanet Plans $880 Million Raise

by admin August 28, 2025


Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure

Japanese investment firm Metaplanet today announced plans to raise another 130 billion yen ($880 million) through an international share sale. Of that amount, the firm intends to allocate roughly $835 million toward purchasing additional Bitcoin (BTC).

Metaplanet Eyes More Bitcoin Purchases

According to a regulatory filing, Tokyo-based Metaplanet has approved a plan to raise as much as $880 million, with nearly $837 million set aside for fresh BTC acquisitions.

To generate the funds, the company will issue 555 million new shares. This issuance could increase the number of Metaplanet’s outstanding shares from 722 million to approximately 1.27 billion.

Often referred to as “Japan’s MicroStrategy,” Metaplanet has emerged as one of Asia’s most prominent corporate Bitcoin holders. Data from CoinGecko shows the firm currently ranks as the world’s 8th largest public company by BTC reserves, holding 18,991 BTC on its balance sheet.

The firm noted that proceeds from the offering will be used between September and October 2025 to accumulate Bitcoin. In addition, around $43.9 million will be reserved for other Bitcoin-related financial operations.

It is important to highlight that the share sale will take place exclusively on international markets. In the US, sales will be restricted to qualified institutional buyers under Rule 144A of the US Securities Act.

Metaplanet’s latest BTC purchase came earlier this week when the firm announced it had bought 103 BTC worth more than $11 million. At present, Metaplanet’s total BTC holdings are valued around $2 billion. The firm plans to hold 210,000 BTC by the end of 2027.

The firm’s strategy reflects a broader trend of corporations integrating Bitcoin into their treasuries. Healthcare company KindlyMD, recently announced a $5 billion stock sale to expand its BTC reserves.

Commenting on the development, David Bailey, CEO, KindlyMD, said that the move to raise $5 billion is a natural next step following the firm’s initial purchase of 5,744 BTC earlier this month. On the CoinGecko list, KindlyMD currently ranks 16th in terms of total BTC held.

Is BTC On The Verge Of Supply Crunch?

BTC’s fixed supply of 21 million coins remains one of its most defining features. However, a significant portion of these coins has been lost in unrecoverable wallets, further reducing the effective circulating supply.

As a result, a quiet race has begun among corporations, institutional investors, and even nation-states to accumulate as much Bitcoin as possible before prices climb further. Recently, a congressman in the Philippines introduced a bill proposing the creation of a strategic Bitcoin reserve for the nation.

Meanwhile, Dutch crypto services company Amdax announced plans last week to launch a public Bitcoin treasury firm, while Nasdaq-listed Top Win International disclosed a $10 million raise for BTC purchases.

In similar news, Turkish mobility app Marti Technologies stated last month that it will hold 20% of its cash reserves in Bitcoin. At press time, BTC trades at $112,013, up 1.9% in the past 24 hours.

Bitcoin trades at $112,013 on the daily chart | Source: BTCUSDT on TradingView.com

Featured image from Unsplash.com, chart from and TradingView.com

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