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Bitcoin News Update: Sequans Invests $111 Million in Bitcoin Amid Skepticism Over Institutional Holdings

Bitcoin News Update: Sequans Invests $111 Million in Bitcoin Amid Skepticism Over Institutional Holdings

Bitget-RWA2025/10/28 22:14
By:Bitget-RWA

- Sequans Communications deposits $111M into Coinbase, holding 3,234 BTC amid institutional Bitcoin adoption efforts. - Market skepticism grows as BTC treasury firms trade below holdings' value, highlighted by MicroStrategy's speculative S&P rating. - $3.55B Bitcoin ETF inflows boost BTC to $126,000, yet critics question digital assets' performance versus traditional markets. - Hexorin launches regulated institutional crypto platform, emphasizing compliance with global AML and BSA frameworks. - Asian excha

Leading the Way in Institutional

Integration: Sequans Makes $111M Transfer

Sequans Communications (SQNS) has made a significant move toward institutional Bitcoin integration by transferring $111 million to Coinbase. This action stands out as the industry continues to grapple with aligning corporate Bitcoin treasury approaches to current market conditions. The company, which owns 3,234 BTC, recently revealed a plan to repurchase up to 1.57 million American Depositary Shares (ADS), representing 10% of its outstanding ADSs. Despite this initiative, Sequans’ stock price has dropped 27% since the announcement, indicating that investors remain wary about the sustainability of Bitcoin-focused treasury strategies, as reported by a

.

Bitcoin News Update: Sequans Invests $111 Million in Bitcoin Amid Skepticism Over Institutional Holdings image 0

Companies holding Bitcoin as a treasury asset are facing ongoing market pressure, with most trading below the value of their BTC reserves. This pattern has grown more pronounced as macroeconomic instability and tighter regulations dampen investor confidence. For example, MicroStrategy (MSTR), which holds the largest corporate stash of Bitcoin at 640,808 BTC ($74 billion), was recently assigned a B- speculative rating by

, reflecting worries about its substantial exposure to Bitcoin’s price swings and lack of diversification. Still, advocates maintain that Bitcoin’s appeal as a strategic reserve is increasing, especially as institutions look for protection against currency depreciation.

Market trends have also shifted with the recent spike in U.S. Bitcoin ETF investments. In early October 2025, U.S. spot Bitcoin ETFs attracted $3.55 billion in weekly inflows, largely due to BlackRock’s iShares Bitcoin Trust, helping push Bitcoin’s price above $126,000. This surge has encouraged bullish sentiment, though skeptics point out that Bitcoin’s returns still trail those of stocks and precious metals. At the same time, firms such as

are testing new ways to leverage their BTC, including low-yield trading and liquidity tactics similar to those used by mining companies like MARA Holdings, according to CoinDesk.

The evolution of digital finance at the institutional level is being further accelerated by new infrastructure projects. Hexorin Ltd., a U.S.-based fintech company, has recently introduced

designed for sovereign wealth funds, family offices, and banks. The platform prioritizes adherence to global standards, such as FinCEN’s Bank Secrecy Act and Anti-Money Laundering Act, aiming to connect conventional finance with blockchain networks. These advancements highlight the increasing importance of strong, compliant systems to enable institutional involvement in digital assets.

Nonetheless, regulatory challenges remain. Exchanges in Asia, including those in Hong Kong and on the Bombay Stock Exchange, have turned down Bitcoin treasury proposals, citing concerns about volatility and the need to maintain financial stability. These obstacles illustrate the ongoing push and pull between innovation in institutional crypto adoption and regulatory prudence—a balance that will likely influence the direction of corporate crypto policies. For now, the market is split between optimistic projections—such as Michael Saylor’s forecast of Bitcoin reaching $21 million in 21 years—and more cautious evaluations of liquidity and governance risks.

0

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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