MFI Unveils $500M PIPE for Bitcoin-Backed Digital Asset Pivot

MFI Stock Surges After BTC Pivot As Digital Asset Treasury Valuations Face Pressure During Crypto Sell-Off

  • MF International (MFI) announced a $500 million private investment in public equity (PIPE) to support its shift to a Bitcoin-backed digital asset strategy.
  • The PIPE is set to include 50 million class A ordinary shares and pre-funded warrants sold at $10 per share.
  • Shares of MFI surged initially but settled at an 11% gain by midday amid increased retail investor activity.
  • Other digital asset treasury companies are rebalancing portfolios, including share buybacks, as Bitcoin’s price declines.
  • Market volatility has put popular crypto-related equities such as Strategy (MSTR) under pressure, raising outflow risks if removed from major indices.

MF International (MFI) announced on Friday a $500 million PIPE to accelerate its transition toward a Bitcoin-backed digital asset approach. The private placement involves the sale of 50 million class A ordinary shares and pre-funded warrants at $10 per share. The company indicated plans to provide further updates on its treasury activities soon.

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Following the announcement, MFI shares doubled in value during the morning session but later pared gains, ending up approximately 11% by midday. Retail sentiment toward the stock became “extremely bullish,” and discussion levels spiked, according to Stocktwits.

The move comes as several digital asset treasury (DAT) companies adjust their holdings in response to a broader cryptocurrency market downturn. Bitcoin recently traded at $83,500, reflecting a 3.9% drop over the past 24 hours and a decline from a high of $126,000 in October.

FG Nexus (FGNX) began repurchasing stock under an existing buyback program, funding these purchases by borrowing $10 million and selling 10,922 Ether (ETH), as stated on Thursday. Another firm, ETHZilla (ETHZ), also sold about $40 million in Ethereum tokens last month to finance buybacks. Sharplink (SBET) launched a buyback initiative in September, opting not to expand its ETH holdings.

Crypto-related equities have faced heightened scrutiny and volatility. Strategy (MSTR), viewed as a proxy for Bitcoin exposure, experienced a stock decline of over 4% in afternoon trading. According to JPMorgan, Strategy (MSTR) could potentially be excluded from major equity indices during MSCI’s January review, which may prompt up to $2.8 billion in outflows if removed from MSCI indices and as much as $8.8 billion if other index providers follow suit.

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Retail investor interest in Strategy (MSTR) remains high, with sentiment considered “bullish” despite the recent market downturn. For further details and context, see additional coverage, including the trend of record monthly outflows from Bitcoin ETFs as mentioned by analysts.

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