Bitcoin Treasury Companies Saw Plum
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Swan-promoted Sequans and several other Bitcoin treasury companies went through a rough period in July. After peaking on Jul. 14, 2025, Sequans’ stock price dropped by around 75%. Several treasury companies saw even harsher drops. What does this signal mean? Summary Semiconductor manufacturer Sequans partnered with Swan and raised over $300 million to start Bitcoin accumulation. Despite a solid start, SQNS’ stock price dropped by 75% in July. July saw many Bitcoin treasury companies’ stock prices go down, on several occasions by over 50%. Sequans’ Bitcoin Pivot Sequans Communications is a Paris-based semiconductor manufacturer that went crypto a year after its stock’s price plummeted from around $7 to $1 in 2024. In June, Sequans teamed up with the Bitcoin company Swan and started to raise capital for launching the Bitcoin treasury company. The change in the regulatory environment explains the timing of the Bitcoin pivot, as Swan CIO Ben Werkman put it in the Jul. 9 interview with CNBC. “The emergence of Bitcoin treasury companies changes everything.”— Ben Werkman on CNBC French semiconductor firm Sequans ($SQNS) just raised $384M to establish a Bitcoin treasury. Werkman explains how moves like this are redefining institutional risk and integrating Bitcoin… pic.twitter.com/E4CVU3yWsG — Swan (@Swan) July 9, 2025 The company raised $384 million, outpacing MicroStrategy, which spent $250 million to buy its first Bitcoin capital in 2020 (however, it’s worth noting, Bitcoin was way cheaper back then). Speaking of Sequans’ Bitcoin pivot, Werkman said that some might think that the market is becoming saturated, but the real opportunities for investors are still there. Here’s how he outlined the attractiveness of the fresh Bitcoin treasury companies: “…one of the metrics that came out around these treasury companies is called Bitcoin yield… [It is] the rate at which a company is accumulating Bitcoin per share… [Investors…
Filed under: News - @ August 1, 2025 4:24 am