Swan-pramked stakes and many other bitcoin treasury companies passed through a difficult period in July. After Peking on July 14, 2025, the stock price of the sequence declined by about 75%. Many treasury companies also saw Harshar drops. What does this sign mean?
Summary
- Semiocondicter manufacturer Seawans participated with Swan and raised over $ 300 million to start bitcoin accumulation.
- Despite a solid start, the share price of SQNS decreased by 75% in July.
- In July, stock prices of many bitcoin treasury companies exceed 50%on many occasions.
Seven ‘bitcoin pivot
The sequence communications is a Paris-based semocondector manufacturer, who moved to Crypto, a year after falling from $ 7 to $ 1 in 2024. The company started raising capital to launch Swan and Bitcoin Treasury Company. The change in the regulatory environment explains the time of bitcoin pivot, as Swan CO Ben Workman placed it in the joule. 9 interviews with CNBC.
The company raised $ 384 million, beating the microstrate, which spent $ 250 million to buy its first bitcoin capital in 2020 (however, it’s nothing, Bitcoin was then cheaper).
Talking about the Bitcoin Pivot of Seven, the Workman said that some people may get that the market is getting saturated, but the real standsities for investors are stils. Here is described how he outlined the attraction of fresh bitcoin treasury companies:
“… One of the matrix coming around these Treasury companies is called bitcoin yield … Emerging in the market where they see a hyper growth per share in bitcoins. They feel that they feel that the strategy missed quickly.”
Sqns value volatility
After offering the inquiry on July 8, SQNS’s stock saw a short -term spike, which is going from $ 1.43 to $ 5.39, from 25 July, and then fell to $ 1.3 by the end of the month. Such a decline is in accordance with the nozive of shares of other semocondector companies at the end of July. More is that when the price of SQNS began to fall, Galaxy Digital transferred dozens of BTC Thus to several crypto exchanges, which dropped a short -term crypto market.
The period during which the sequence BTC was buying bitcoin with the price spike. On July 14, BTC also reached its all -time high level at $ 123,091. However, according to Swan’s Corey Clipden, the average BTC value at which the sequon was buying BTC days was not $ 119,000. While corporate bitcoin accumulation, including strategy, usually tried to do time in the market, such an expert may seem unfortunate for entry segment.
Recently, the Section reported a net deficit of $ 9.1 million in Q2 2025, a decline of 15% from Q2 2024. In the year, the gross margin of the segment declined from 84% to 64%. Other matrix products show mixed results with revenue, while the revenue of licenses and services is below.
Neverhaleses, the company is going to reach Breakven in 2026 and will continue its focus on bitcoin accumulation. However, it is not clear what the future for SNQ, the July performance of this stock indicates that these days, investors contact bitcoin treasury companies with caution.
Other Treasury Companies
Seven was not the only treasury company whose stock fell in this July. However, only one of them lost more than 50% of its stock price in July.
The Nakamoto industry led by David Bailey is another big name. Its equity Naka was taking another treasury stock in July, slipping from $ 13.5 to $ 8 during the month. The price of 21 capital stock of Jack Maller went on the summit on July at $ 41. 14 to $ 25.5 on July.
Two UK bitcoin treasury companies saw a sharp decline. The stock of the smart web company went away from $ 6.1 to $ 6.1 on July. 9 to $ 2.51 on July 29. 11 to $ 0.09 July 25, marks a four -fold drop, compared to the collapse of segment.
While some treasury companies saw a soft decline in this July, the over -bleeding of such enterprises indicated a lot of strands on the lack of investors in the business and the stability of bitcoin. Even thinking of bitcoins think that at an all -time high, these companies looked at severe sales. If Simila’s tendency persists in future months, the trend of Treasury companies can share the fate of the NFT market best.