Bitcoin News Today: Sequans Commits to 100 000 BTC Treasury Target by 2030

Sequans Communications S.A., a publicly traded IoT semiconductor company based in Paris, has announced a bold and long-term strategy to acquire 100,000 Bitcoin by 2030. The plan, led by CEO Dr. Georges Karam, is part of a broader initiative to enhance shareholder value and diversify the company’s treasury reserves. The announcement was made on July 28, 2025, following a $384 million capital raise through a mix of convertible debt and equity [1]. As of August 11, 2025, Sequans has already acquired an additional 13 BTC, bringing its total holdings to 3,171 BTC [2].

The company’s strategy is structured around a phased approach to Bitcoin acquisition, with the aim of maximizing Bitcoin per share while maintaining disciplined and responsible capital deployment. Dr. Karam emphasized that the initiative is not speculative but rather a strategic move to leverage Bitcoin as a store of value and a hedge against macroeconomic uncertainties [3]. Sequans has also indicated that it is exploring Bitcoin-backed credit instruments as part of its broader financial planning and potential IP monetization efforts [4].

The announcement initially triggered a 7% drop in Sequans’ share price, reflecting market caution over the company’s aggressive allocation to a volatile digital asset. However, management remains confident in the long-term benefits of the strategy, including the potential for sustained value creation and alignment with broader trends in corporate treasury management [5]. The company has drawn comparisons to MicroStrategy, another firm that has aggressively accumulated Bitcoin as part of its corporate balance sheet strategy [6].

The move has had immediate ripple effects in the market, with related entities showing positive investor reactions. For instance, Token Cat Limited, a company with a business relationship to Sequans, saw its shares rise by 1.84% in after-hours trading following the announcement [7]. This suggests that investors are interpreting Sequans’ Bitcoin strategy as a sign of confidence in the digital asset’s future utility and value proposition.

From a structural perspective, the strategy marks a growing convergence between traditional finance and blockchain technology. Sequans has not disclosed the exact frequency or allocation of Bitcoin purchases but has made it clear that the target of 100,000 BTC is a long-term commitment. The company has also used its LinkedIn and X accounts to reinforce its commitment to “hodling” Bitcoin and scaling its digital asset footprint, emphasizing that Bitcoin is viewed as an integral part of its corporate strategy [8].

Sequans has not indicated any plans to use Bitcoin for operational purposes, such as payments or settlements, suggesting that the asset is being held strictly as a treasury reserve. The initiative aligns with a wider trend among corporations to treat Bitcoin as a strategic asset, rather than a short-term investment or speculative play. As the company continues to scale its Bitcoin acquisition, it remains to be seen how the market will respond over time and whether this approach will influence other firms in the technology and IoT sectors.

Source:

[1] Sequans (https://sequans.com/sequans-announces-strategic-plan-to-acquire-100000-bitcoin-by-2030/)

[2] Sequans (https://sequans.com/newsroom/press-releases/)

[3] Crypto (https://cryptobriefing.com/sequans-bitcoin-accumulation-strategy/)

[4] MSN (https://www.msn.com/en-us/money/topstocks/sequans-announces-plan-to-acquire-100-000-bitcoin-by-2030/ar-AA1KxmDN)

[5] AInvest (https://www.ainvest.com/news/token-cat-limited-shares-rise-1-84-hours-sequans-communications-announces-strategic-plan-acquire-100-000-bitcoin-2030-2508/)

[6] Seeking (https://seekingalpha.com/news/4485343-sequans-to-acquire-100k-bitcoins-by-2030)

[7] Binance (https://www.binance.com/en/square/post/28304924369801)

[8] X (https://x.com/Sequans/status/1955963853151371468)