[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Nicolas [@BtcNicolas](/creator/twitter/BtcNicolas) on x XXX followers Created: 2025-07-21 02:11:06 UTC Why I am bullish on $SQNS in the long run despite the recent price action: -Set to accumulate ~3,000-3,500 BTC after all warrants and financing efforts are completed; see @btc_overflow’s analysis for more details on this as well as forward mNAV metrics -Will leapfrog into the top XX largest pubCo holders of BTC in a matter of weeks -They have a solid underlying business. 2024 saw Net Income flip positive and I am optimistic they will provide cash to contribute to the treasury side of the business rather than taking away cash -Earnings Call set for end of July where I anticipate a proper plan of how the treasury strategy will look moving forward -Access to U.S. capital pools and liquidity -The backing of @coryklippsten and his help to oversee the strategy -Swan’s marketing and publicity to the stock gives more awareness to potential investors -@BenWerkman potentially working on the strategy behind the scenes and using his knowledge to raise capital wisely and at the right times -Fundamental mispricing of the options chain; refer to @namanp23’s analysis -Options contributing liquidity and volatility attracting investors looking for tail end risk as well as unique attention -NYSE listing gives allowance for an ATM facility as well as less regulatory headwinds in filing for equity issuance in future capital plans -NYSE listing allows large capital pools to be able to invest in Sequans rather than limitations with OTC listings -No circuit breakers on price to downside or upside, allowing for maximal volatility -Trading at a sub 2x forward mNAV once all dilution and issuance is completed -Likely to have a 1-3 months to cover their mNAV once there is a longer track record of purchases See @AdamBLiv’s Youtube Video here for a more in depth analysis: I’m excited to see what Swan and Sequans have in store in the coming months! XXXXX engagements  **Related Topics** [sqns](/topic/sqns) [holders](/topic/holders) [metrics](/topic/metrics) [$sqns](/topic/$sqns) [bitcoin](/topic/bitcoin) [coins layer 1](/topic/coins-layer-1) [coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem) [coins pow](/topic/coins-pow) [Post Link](https://x.com/BtcNicolas/status/1947117097336635884)
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Nicolas @BtcNicolas on x XXX followers
Created: 2025-07-21 02:11:06 UTC
Why I am bullish on $SQNS in the long run despite the recent price action:
-Set to accumulate ~3,000-3,500 BTC after all warrants and financing efforts are completed; see @btc_overflow’s analysis for more details on this as well as forward mNAV metrics -Will leapfrog into the top XX largest pubCo holders of BTC in a matter of weeks -They have a solid underlying business. 2024 saw Net Income flip positive and I am optimistic they will provide cash to contribute to the treasury side of the business rather than taking away cash -Earnings Call set for end of July where I anticipate a proper plan of how the treasury strategy will look moving forward -Access to U.S. capital pools and liquidity -The backing of @coryklippsten and his help to oversee the strategy -Swan’s marketing and publicity to the stock gives more awareness to potential investors -@BenWerkman potentially working on the strategy behind the scenes and using his knowledge to raise capital wisely and at the right times -Fundamental mispricing of the options chain; refer to @namanp23’s analysis -Options contributing liquidity and volatility attracting investors looking for tail end risk as well as unique attention -NYSE listing gives allowance for an ATM facility as well as less regulatory headwinds in filing for equity issuance in future capital plans -NYSE listing allows large capital pools to be able to invest in Sequans rather than limitations with OTC listings -No circuit breakers on price to downside or upside, allowing for maximal volatility -Trading at a sub 2x forward mNAV once all dilution and issuance is completed -Likely to have a 1-3 months to cover their mNAV once there is a longer track record of purchases
See @AdamBLiv’s Youtube Video here for a more in depth analysis:
I’m excited to see what Swan and Sequans have in store in the coming months!
XXXXX engagements
Related Topics sqns holders metrics $sqns bitcoin coins layer 1 coins bitcoin ecosystem coins pow