SDEV2026-10-03 04:54:49SDEV closes at $7.48 after 104.37% daily jump, up about 770% in a monthStablecoin Development Corporation, trading on U.S. markets under the ticker SDEV, closed at $7.48 on Oct. 2 after a 104.37% one-day gain, extending its roughly one-month rise to about 770% from the Sept. 2 close of $0.8591. Trading volume for the session was about 138 million shares. The company said on Sept. 29 that it was not aware of any undisclosed material information. SDEV, formerly NovaBay Pharmaceuticals, has repositioned itself as an on-chain holding company focused on SKY, the governance token of the Sky protocol, formerly MakerDAO. According to its September S-3/A filing, the company held about 2.315 billion SKY as of Sept. 13, or roughly 10% of total supply. Nearly all of those tokens were staked. In the second quarter, it recorded 31.746 million SKY in staking rewards and recognized $2.2 million in revenue, while also booking a $50.6 million unrealized loss as SKY fell. The report says SDEV’s mNAV moved from 0.39 on Sept. 28 to about 1.9x based on the Sept. 18 share count and the Oct. 2 close. It also notes 167.5 million prepaid warrants remain unexercised, which would lift the fully diluted market capitalization to about $1.64 billion, or roughly 8x the value of the company’s SKY holdings.20
Bitcoin2026-09-28 12:02:51Strive buys 1,107 BTC for $94.5 million, lifting holdings to 27,462 BTCBitcoin treasury company Strive has added another 1,107 BTC, according to an announcement cited by ChainCatcher. CEO Matt Cole said the purchase was made at an average price of $85,396 per coin, with the company spending $94.5 million on the acquisition. After the transaction, Strive’s total Bitcoin holdings rose to 27,462 BTC. Cole also said Strive received $12.4 million through warrant exercises. Including that amount, 85% of the total capital raised in this round came from SATA. The update focuses on the company’s latest treasury purchase, the funding brought in through warrant exercises, and the share of capital attributed to SATA.250
Metaplanet2026-09-14 10:24:45Metaplanet Cuts Series 10 Warrant Pool 41%, Removing More Than $220 Million in Executive UpsideMetaplanet has reduced the potential share count tied to its Series 10 stock acquisition rights by 41%, cutting the pool from about 319.5 million shares to 188.2 million after weeks of backlash from shareholders over executive compensation. CEO Simon Gerovich said the revision eliminates more than $220 million in warrant value. The board also reset the conversion ratio for each Series 10 right to 410 shares from 696, rolling it back to the level in place just before the company’s international share offering in September 2025, which Metaplanet said marked the point when capital raises stopped being strongly accretive. The remaining warrants will vest in equal thirds in 2029, 2030, and 2031, and any shares received through exercise will remain locked until August 2031. Metaplanet also canceled a plan to move 20% of the warrants into a new employee incentive pool. According to the company, bitcoin per fully diluted share rises about 8.8% under the revised structure without requiring any additional BTC purchases. Still, the concessions do not resolve every shareholder concern, as Gerovich retains 64 million shares obtained through an Aug. 28 exercise under the old terms and the right to acquire another 49.1 million shares.830
Metaplanet2026-09-11 12:09:22Metaplanet cancels over $220 million in warrants and removes 41% of related sharesMetaplanet has revised its 10th series stock acquisition rights, according to a shareholder letter from CEO Simon Gerovich. The board decided to cancel 41% of the related shares and reset the conversion ratio to 1:410, returning it to the level in place before the company’s international offering in September 2025. The move also eliminates more than $220 million in warrant value. With the warrants canceled, the company said its fully diluted share count will fall, lifting fully diluted Bitcoin holdings per share by about 8.8%. Under the revised terms, unvested warrants will become exercisable in stages across 2029, 2030, and 2031. Metaplanet also scrapped the transfer of warrants that had been set aside for a 20% employee incentive pool and canceled them as well. The company said it will work with global compensation advisers to create a new incentive plan aimed at attracting new hires.810
Metaplanet2026-09-11 12:20:24Metaplanet resets Series 10 warrant conversion ratio and cancels 41% of related sharesMetaplanet has revised the terms tied to its Series 10 stock acquisition rights, according to a shareholder letter from CEO Simon Gerovich. The board decided to cancel 41% of the related shares and reset the warrant-to-share conversion ratio to its level before the company’s international offering in September 2025. Under the new structure, the ratio will change from a fixed 1:696 to 1:410. Metaplanet said the move removes more than $220 million in warrant value, cuts the number of related potential shares by 41%, reduces fully diluted share capital, and lifts fully diluted Bitcoin holdings per share by about 8.8%. The company also said all unvested warrants will face longer exercise restrictions, with one-third becoming exercisable in 2029, 2030, and 2031, while the previously agreed five-year lockup remains in place. In addition, Metaplanet will cancel 20% of warrants that had been earmarked for an employee incentive pool and work with a global compensation consultant on a new compensation incentive plan.780
Qualcomm2026-09-09 02:12:35Qualcomm issues about $4 billion in warrants to Amazon as Corning signs fiber supply deal with VerizonQualcomm said on Sept. 8 that it has entered a multigenerational product partnership with Amazon to supply custom chips for large-scale AI data centers. In a same-day 8-K filing, Qualcomm disclosed that it issued 25 million warrants to Amazon.com NV Investment Holdings LLC at an exercise price of $161.26 per share, implying roughly $4.03 billion if fully exercised. The warrants are not immediately exercisable in full. Vesting is tied to Amazon’s commercial agreements, binding purchase orders, and actual purchases of Qualcomm server chip products and services, with a cap linked to $6 billion in payments. Qualcomm said 3.75 million shares vested at issuance based on an initial purchase commitment. The companies said their work spans custom silicon for AI inference, high-performance optical interconnects extending to 1.6T and beyond, and Qualcomm’s use of AWS AI infrastructure, including Amazon Bedrock, for electronic design automation workloads. Separately, Corning and Verizon announced a multiyear supply agreement under which Corning will provide more than 80 million miles of high-density fiber and connectivity solutions from 2027 through 2032.280
Strive2026-09-04 02:52:07Strive’s $27 Warrant Trigger Puts a Potential $1.4 Billion Bitcoin Buying Engine in FocusStrive (NASDAQ: ASST) is drawing market attention as its stock traded as high as $26.84 on Sept. 3, just 0.6% below a roughly $27 warrant strike that could reshape the company’s Bitcoin accumulation capacity. According to the source article, if the stock moves above that level and warrant holders exercise before the mid-October expiry, Strive could receive about $700 million in cash. CEO Matt Cole has also said that another roughly $700 million in digital credit capacity could sit behind that, bringing the company’s potential buying power close to $1.4 billion. Recent SEC filings showed Strive bought another 1,800 BTC between Aug. 24 and Aug. 28 at an average price of about $79,431, lifting its total holdings to 23,156 BTC. That places the company fifth globally on Bitcoin Treasuries’ ranking of listed corporate Bitcoin holders, behind Strategy, Twenty One Capital, Metaplanet and MARA Holdings. Cole said on the One Share podcast on Sept. 3 that Strive could become the world’s second-largest publicly traded Bitcoin holder by the end of 2026. The article argues that Strive’s capital structure, built around common stock ASST and perpetual preferred stock SATA rather than convertible debt, is what makes that ambition mathematically plausible. But the setup also leaves the company highly exposed to one near-term condition: whether ASST can hold above $27 before the warrants expire in mid-October.910
Strive2026-09-03 22:56:51Strive CEO Says August BTC Purchase Puts It on Track to Become Second-Largest Public Bitcoin Holder by End of 2026Strive CEO Matt Cole said the company could become the second-largest publicly traded bitcoin holder by the end of 2026, after adding 3,156 BTC in August. The potential depends on warrant conversions and credit capacity. Strive currently holds 23,156 BTC, valued at nearly $1.9 billion, and needs to buy about 1,200 BTC per week to overtake Twenty One Capital.890
