Sequans Communications SASQNS
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Information Technology
Sequans Communications SAOthers
BitcoinBTC-USD
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Sequans sold its remaining 314 BTC and fully exited its bitcoin treasury strategy, adding to the wave of treasury companies liquidating holdings.
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United States▲
Saylor Teases Next Bitcoin Buy as Strategy Hits $70 Billion Milestone
Michael Saylor signaled another Bitcoin purchase ahead of the new trading week, posting a fresh treasury chart on October 11, 2026. The head of Strategy Inc. shared the chart featuring 117 purchase dots, accompanied by his favorite phrase: "There's always room for more orange." The post came as the company reached a $70 billion milestone.
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MSTR · Capital · Positive Strategy signals another Bitcoin purchase and hits a $70 billion treasury milestone, expanding its BTC holdings.
BTC · Demand · Positive Saylor teases an additional Bitcoin buy for Strategy's treasury, adding to corporate demand for BTC.
JapanUnited States
South Korea▲
Metaplanet's Bitcoin Holdings Reach 44,000 BTC, Making It the World's Second-Largest Listed Corporate Holder
Metaplanet announced on October 5 that it acquired a net 1,000 BTC between July and September, the third quarter of its fiscal year ending December 2026, bringing its holdings to 44,000 BTC. According to BitcoinTreasuries, which tracks corporate Bitcoin holdings, the company is now the world's second-largest listed corporate holder after US-based Strategy. Strategy resumed its weekly purchases, adding 334 BTC worth about 24 million dollars, and Bitcoin rebounded to 86,970 dollars on Monday. Metaplanet sees popularizing Bitcoin among gamers as a new business opportunity through its US Bitcoin operations, according to a letter to shareholders dated October 6 from Matthew Edelman, CEO of the US gaming and advertising company Super League Enterprise, which Metaplanet plans to acquire. Meanwhile, Bitmine said it will stop adding to its Ethereum holdings once they reach 5% of total supply, and Ethereum fell 5% on Wednesday to 2,553 dollars. The company holds about 6.02 million ETH, worth roughly 15.46 billion dollars, equivalent to 4.927% of Ethereum's supply. Blockchain analytics firm Chainalysis said on October 5 that Japan's crypto asset economy was worth 228.3 billion dollars, or about 36.5 trillion yen, from July 2025 to June 2026, ranking second in East Asia after South Korea's 449.1 billion dollars, or about 71.9 trillion yen.
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3350.JP · Demand · Positive Metaplanet acquired a net 1,000 BTC in Q3, bringing holdings to 44,000 BTC and making it the world's second-largest listed corporate holder.
BMNR · Supply · Negative Bitmine said it will stop adding to its Ethereum holdings once they reach 5% of total supply, capping its accumulation.
MSTR · Demand · Positive Strategy resumed its weekly Bitcoin purchases, adding 334 BTC worth about $24 million.
SLE · · Neutral Super League CEO's shareholder letter mentions Metaplanet's plan to acquire it and Bitcoin gaming opportunity, but no concrete impact on Super League itself.
United StatesJapanMetaplanet sees US Bitcoin business opportunity in gaming adoption
Metaplanet's Bitcoin business in the United States is eyeing gamers as a new business opportunity, it has emerged. Matthew Edelman, CEO of the US gaming and advertising company Super League Enterprise, which Metaplanet plans to acquire, disclosed this in a letter to shareholders on October 6. In August, Metaplanet announced plans to bring Super League under its wing through a US subsidiary and turn it into a base for holding and managing Bitcoin in the United States. After the deal closes, the company will be renamed Superplanet, and Metaplanet will contribute 2,100 BTC. The transaction requires approval at a Super League shareholders meeting on October 16, among other conditions. Super League operates an advertising and marketing business connecting gaming consumers with companies, and after the acquisition it plans to continue its existing operations while running a new Bitcoin-holding business in parallel. CEO Edelman focused on the fact that gamers are accustomed to buying and selling digital assets such as in-game items and judging their value, and expressed the view that these traits represent a business opportunity to broaden awareness and ownership of Bitcoin. The company plans to leverage this expertise to support the spread of Bitcoin among gamers, and has also indicated it may in the future develop a proprietary program for companies to enter the Bitcoin economy. The details disclosed, however, remain at the concept stage, and no specific Bitcoin-related services for gamers or launch timing have been revealed.
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BTC · Demand · Positive Metaplanet plans to acquire Super League and contribute 2,100 BTC to a new US Bitcoin-holding business targeting gamers, signaling expanded adoption/ownership of Bitcoin.
GlobalUnited StatesJapan▲
Bitcoin Holds Firm Even With High Rates, as ETF and Corporate Spot Demand Signal Structural Shift
Crypto analysts told Nikkei that bitcoin purchases by ETFs and corporations are creating unprecedented structural spot demand. The U.S. 10-year Treasury yield rose from the 4.7% range to the 5.2% range in September and currently sits at a high level around 5.3%, yet bitcoin, which generates no yield, actually rose. Since late August, inflows into U.S. spot bitcoin ETFs have stood out, with more than 1 billion dollars flowing in on September 21 alone; Strategy bought 334 BTC between October 1 and 4, Metaplanet bought 1,000 BTC in the July-to-September quarter, and Strive bought 2,000 BTC by the 2nd. According to CryptoQuant data, open interest, which swelled to about 29 billion dollars in late September, has since shrunk roughly 12% to about 25.5 billion dollars, while bitcoin has held in the mid-80,000 dollar range, indicating that spot supply and demand are improving as excess positions in the derivatives market are unwound. The unauthorized outflow from Bitget discovered on September 25 amounted to 380 million dollars in losses, but the spillover to the broader market was limited. Looking toward year-end, analysts see a projected range of 88,000 to 100,000 dollars, and say that if net inflows of more than 500 million dollars per week continue, the scenario of aiming for 100,000 dollars becomes more likely.
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BTC · Demand · Positive ETF and corporate spot purchases (Strategy, Metaplanet, Strive) create unprecedented structural spot demand, supporting bitcoin even as yields rise.
US-10Y.GB · Monetary · Negative The 10-year Treasury yield rose from ~4.7% to ~5.3% and sits at a high level, meaning the bond's price has fallen; mentioned as macro context for bitcoin's resilience.
United StatesSilvia Buys Back Another 5% of Shares, Total Repurchases Reach About 20%
Silvia, Inc. repurchased an additional 5% of its common stock outstanding since September 22, 2026, bringing total repurchases to approximately 20% of shares outstanding at the inception of the buyback program. The company, formerly ProCap Financial, Inc. and the first publicly traded agentic finance firm, said it will continue to buy back shares as it deems appropriate. As of market close on October 6, 2026, outstanding shares totaled 78,665,076 after accounting for the settlement of all repurchased shares, and the company held approximately 4,965 Bitcoin. Silvia, founded in 2025, has raised more than $750 million from leading investors and trades on Nasdaq under the symbol SVIA.
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SVIA · Capital · Positive Silvia repurchased an additional 5% of common stock, bringing total buybacks to ~20% of shares outstanding.
BRR · Capital · Positive ProCap Financial (now Silvia) is the company executing the buyback, repurchasing another 5% of shares.
Japan▼
Metaplanet's Bitcoin income business revenue falls for third straight quarter
Metaplanet's Bitcoin income business revenue declined for a third consecutive quarter. Revenue for the business in the third quarter of 2026, covering July to September, came to 84.84 million yen, down about 51 percent from 174.73 million yen in the previous quarter, according to figures the company released on October 5. The business uses Bitcoin-related options to generate ongoing operating income and support the expansion of its Bitcoin holdings over the medium to long term. Quarterly revenue peaked at 424.18 million yen in the fourth quarter of 2025, then fell to 296.93 million yen in the first quarter of 2026, 174.73 million yen in the second quarter and 84.84 million yen in the third quarter, marking three straight quarters of decline. In its interim results released in August, the company said it shelved a third-party allotment of common shares in the second quarter because its mNAV stayed below 1 for an extended period. As a result, it said, the amount of funding raised fell short of initial expectations, and the collateral it could allocate to the Bitcoin income business did not expand as planned. The latest announcement gave no specific explanation for the revenue decline, saying only that while its full-year earnings forecast assumes progress in fundraising, the quantity of Bitcoin held, growth in BTC NAV and a corresponding expansion in the scale of operations for the Bitcoin income business, progress to date has fallen short of initial expectations.
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BTC · Demand · Negative Metaplanet's Bitcoin income business revenue fell for a third straight quarter, with funding shortfalls limiting collateral allocated to Bitcoin-related operations.