$ATNF $BMNR $BTBT $BTCS $DYNX $GAME $SBET Daily DAT Update (Mon 8/11/25): $BMNR adds 317,126 tokens since last week, bringing total 1,150,263. No details on average ATM issuance price, but I’m estimating an extra ~32mm shares were issued at avg of $40/share (~12% of ADTV). I’m

$BMNR amending 7/24/25 prospectus to upsize issuance from $2.5bn to $20.0bn (not a typo). Big one.

ETH ETF's grew holdings from 4.6mm to 6.1mm in the last month (+53%). $ATNF $BMNR $BTBT $BTCS $DYNX $GAME $SBET ETH DATs grew holdings from 337k to 2.2mm during the same period (+560%). 7% of total supply.

$ATNF $BMNR $BTBT $BTCS $DYNX $GAME $SBET Daily DAT Update (Tues 8/12/25): $BMNR amends prospectus boosting allowable issuance from $2.5bn to $20.0bn. Netting the to-date issuance leaves over $20.5 bn of dry powder, which translates to 4.5mm ETH. IF Thomas (Tom) Lee (not drummer) FSInsight.com and crew can buy

$CRWV 8/12/25 Q2 Earnings TLDR: -Rev $1.2B vs street/guide ~$1.1B -Backlog up from $25.9B to $30.1B, mostly driven by addtl +$4B from OpenAI -470MW active → on track for 900MW+ YE’25 -Capex hot at $2.9B; FY guide $20–$23B unchanged but back-end loaded -$CORZ acq adds ~1.3GW

$ATNF $BMNR $BTBT $BTCS $DYNX $FGF $FGNX $GAME $SBET Daily DAT Update (Wed 8/13/25): $FGNX f/k/a $FGF deploys $200mm from its private placement and now holds 47,331 ETH. Remember they have a fresh $4bn ATM, but it’s pretty much useless at $5mm ADTV. The good news is that they

$ATNF gee, wonder why they're all exercising their warrants?

$ATNF $BMNR $BTBT $BTCS $DYNX $FGF $FGNX $GAME $SBET Daily DAT Update (Thurs 8/14/25): $ATNF yesterday after close files 8-k noting the exercise of 2.4mm warrants w/ avg $2.50ish strike representing 1% of post-PIPE shares outstanding. Congrats to the lottery winners. This

The chase is on - ETH treasury companies and ETFs have bought 3.8% of all ETH since the start of June

$ATNF $BMNR $BTBT $BTCS $DYNX $FGF $FGNX $GAME $SBET Daily DAT Update (Fri 8/15/25 3:05pm ET): $SBET earnings out this morning. 10-Q shows 169mm shares as of 8/14/25, up from 158mm (pro forma for $400mm direct offering) as of 8/10/25. Implies ATM issuance of 3-4% of ADTV. No

$ATNF $BMNR $BTBT $BTCS $DYNX $ETHZ $FGF $FGNX $GAME $SBET Daily DAT Update (Mon 8/18/25): $ATNF changes ticker to $ETHZ and adds 12,489 ETH WoW for $4,531 per ETH, increasing average cost basis to $3,902. $BMNR boosts ETH stack by 373,110 tokens to 1,523,373 ETH. No disclosure

$BMNR $BTBT $BTCS $DYNX $ETHZ $FGNX $GAME $SBET Daily DAT Update (Tues 8/19/25): $SBET drops pre-market weekly update, stacking another 11,956 ETH since 8/15 update. This represents the smallest ATM issuance since mid-July, likely driven by mNAV compression and having recently

$BMNR $BTBT $BTCS $DYNX $ETHZ $FGNX $GAME $SBET Daily DAT Update (Wed 8/20/25): Have we bottomed? Big mo reversal 11am ET as broader market finds support at 20d MA. $NVDA and $PLTR #1 and #2 in volumes as retail BTFD shortly after the open. Volumes pick up throughout the day

$BMNR $BTBT $BTCS $DYNX $ETHZ $FGNX $GAME $SBET Daily DAT Update (Thurs 8/21/25): Quiet but ugly day in DAT-land with no company-specific news. Only $2.3bn trades (52% of 20d avg). Momentum unwind continues for 6th consecutive session ahead of Powell’s speech tomorrow. As long

$ETHZ one way to increase your float: unlock your PIPE and all the penny warrants. Remember the ~2.4mm in warrants that were exercised (and presumably sold) in the open market last week? Timing was Pelosi-esque. Down 36% pre-market as of writing.

$BMNR $BTBT $BTCS $DYNX $ETHZ $FGNX $GAME $SBET Daily DAT Update (Fri 8/22/25): $ETHZ out with a prospectus unlocking their recent PIPE, which closed on August 4, 2025. Not too dissimilar to $BMNR unlocking their PIPE after 20 days. However, in the last 8 days, $ETHZ

$BMNR $BTBT $BTCS $DYNX $ETHZ $FGNX $GAME $SBET Daily DAT Update (Mon 8/25/25): $BMNR adds 190,526 ETH since last week, bringing total to 1,713,899, in addition to 192 BTC and $562mm unencumbered cash. This is the first time they report having a cash balance. Reading between the