[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.]  Ale𝕏andre Kaufmann [@AlexandreRK79](/creator/twitter/AlexandreRK79) on x XXX followers Created: 2025-07-24 15:23:53 UTC Dear @Sequans management team: Congratulations on your recent bitcoin pivot and your partnership with @Swan, a reputable player in the bitcoin space. The market’s initial positive response reflects strong investor enthusiasm for these moves. However, as this represents a significant asset allocation decision, the investor community would greatly benefit from further clarity and communication from your team. Below are key points where additional insight would be valuable: 1) Is Sequans’ bitcoin strategy centered solely on accumulating bitcoin, or does it aim to increase bitcoin per share over time? A clear articulation of your objectives would help align investor expectations. 2) Execution Responsibility: who is responsible for executing the bitcoin strategy—Swan or Sequans? Details on the roles and responsibilities in this partnership would provide greater confidence in its implementation. 3) Leadership signals: recent posts on X suggest that Sequans’ CEO has been reducing its stake in the company, which has caused some confusion among investors. Addressing this directly could dispel concerns and reinforce trust. As Sequans enters the competitive landscape of LBEs, you face peers with robust bitcoin yield generation, sophisticated financial engineering, and proactive communication strategies including bitcoin accumulation targets. Transparent and consistent communication is critical to establishing trust and credibility, enabling Sequans to tap deeper in the equity and debt markets over time. While Swan’s reputation is a valuable asset, investors are eager to hear directly from Sequans’ leadership. An initial conference/video call to engage with retail and institutional investors would be very welcomed. This would demonstrate Sequans’ commitment to transparency and help solidify its reputation in the LBE space. X engagements  **Related Topics** [clarity](/topic/clarity) [asset allocation](/topic/asset-allocation) [investment](/topic/investment) [swan](/topic/swan) [sequans](/topic/sequans) [bitcoin](/topic/bitcoin) [coins layer 1](/topic/coins-layer-1) [coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem) [Post Link](https://x.com/AlexandreRK79/status/1948403770812993570)
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Aleđť•Źandre Kaufmann @AlexandreRK79 on x XXX followers
Created: 2025-07-24 15:23:53 UTC
Dear @Sequans management team: Congratulations on your recent bitcoin pivot and your partnership with @Swan, a reputable player in the bitcoin space. The market’s initial positive response reflects strong investor enthusiasm for these moves.
However, as this represents a significant asset allocation decision, the investor community would greatly benefit from further clarity and communication from your team. Below are key points where additional insight would be valuable:
Is Sequans’ bitcoin strategy centered solely on accumulating bitcoin, or does it aim to increase bitcoin per share over time? A clear articulation of your objectives would help align investor expectations.
Execution Responsibility: who is responsible for executing the bitcoin strategy—Swan or Sequans? Details on the roles and responsibilities in this partnership would provide greater confidence in its implementation.
Leadership signals: recent posts on X suggest that Sequans’ CEO has been reducing its stake in the company, which has caused some confusion among investors. Addressing this directly could dispel concerns and reinforce trust.
As Sequans enters the competitive landscape of LBEs, you face peers with robust bitcoin yield generation, sophisticated financial engineering, and proactive communication strategies including bitcoin accumulation targets. Transparent and consistent communication is critical to establishing trust and credibility, enabling Sequans to tap deeper in the equity and debt markets over time.
While Swan’s reputation is a valuable asset, investors are eager to hear directly from Sequans’ leadership. An initial conference/video call to engage with retail and institutional investors would be very welcomed. This would demonstrate Sequans’ commitment to transparency and help solidify its reputation in the LBE space.
X engagements
Related Topics clarity asset allocation investment swan sequans bitcoin coins layer 1 coins bitcoin ecosystem