Tiger Royalties and Investments (TIG), an investment vehicle focused on incubating technology and mining projects, announced that it has acquired for $25,000 USD its second dedicated subnet on the Bittensor network, a proof-of-stake blockchain.
TIR said “Following last week’s operational update on the Tiger Alpha subnet, buying the Tiger Beta is another significant milestone for Tiger. Purchasing a subnet today is like purchasing a building on Fifth Avenue before Manhattan was built up. They are scarce, income-generating assets at the very heart of Bittensor’s data economy. Controlling the second Tiger Subnet lets us capture more protocol fees, earn more TAO rewards and steer compute power toward high-value AI services.”
Comment: It could very well be the case that TIR’s niche position in the cryptocurrency space proved to be something of an advantage, given the herd’s obsession with Bitcoin.
Coinsilium Group (AQSE: COIN), the Aquis-quoted digital asset investment company, announced that it will today be posting a notice of general meeting of the Company to be held in Gibraltar. Given the recent fundraising undertaken by the Company, the Board believes it is prudent to seek and ensure that the Company has sufficient authorities to issue shares in the event that a decision is taken to seek further funding.
Comment: COIN has been second only to Smarter Web (SWC), in the Bitcoin Treasury Strategy space, with the latest action in terms of authorities seeking to ensure that it consolidates its position.
Blue Star Capital (BLU) announced its Half-yearly Results for the six months ended 31 March 2025. BLU said “Given the potential upside provided by Vortex, which is 100 per cent. owned by SatoshiPay, the Company is committed to supporting SatoshiPay and its development of Vortex. In the period under review the Company participated in a funding round conducted by SatoshiPay investing €75,000 and post period end the Company raised £250,000 before expenses with over half of the raise identified for the next SatoshiPay fund raise expected in third quarter 2025.”
Comment: BLU seems to have gained a decent tailwind in the recent past off the Bitcoin Treasury Strategy brigade, indeed all things crypto. That said, it seems to be playing the long game with SatoshiPay.
TAO Alpha (TAO) announced a proposed second secured convertible loan note with a minimum raise of £100m with initial commitments including those from ParaFi Capital and other investors. TAO said “Following the announcements last week of the Company’s BTC treasury strategy, the Company has received unprecedented demand, through its lead broker, Fortified Securities, and directly, for participation in the journey of the Company.”
Comment: A stunning share price rally yesterday, more than enough to allow the company to go for a very chunky raise indeed. Presumably it has done the math in terms of the demand in the market.
Great Southern Copper (GSCU), the company focused on copper-gold exploration in Chile, reported further exceptional high-grade assay results from Phase II drilling at the Mostaza Mine, Cerro Negro prospect. Assay results received for diamond holes CNG25 DD015 – DD018 and DD021 with highest significant results including; CNG25 DD015: 9.9m of 5.47% Cu and 442.5g/t Ag from 41.15m, including 6.0m of 6.61% Cu and 542.4g/t Ag from 43m.
Comment: While the merits of Mostaza have been well flagged, it does no harm getting the exact drilling figures, and to see how strong they are.
Sundae Bar (SBAR), a company creating a marketplace for AI Agents, has adopted a Bitcoin Treasury Management Policy, effective 23 June 2025. The Policy reflects the Board’s belief that digital assets can serve as an effective store of value and inflation hedge. As the Company pursues its growth objectives for the sundae_bar platform, preserving capital value becomes increasingly critical. SBAR said “The adoption of our Bitcoin Treasury Management Policy reflects our commitment to prudent financial innovation while maintaining the highest standards of governance and risk management.”
Comment: It would appear that the timing is right for SBAR to bolster its existing AI Agents model, by joining the crowd with some good old fashioned Bitcoin Treasury Management.
Dialight (DIA) announced its results for the 12-month period ended 31 March 2025. Underlying operating profit of $4.2m for the 12-month period to 31 March 2025 (15-months to 31 March 2024: $4.6m loss). DIA said, “Notwithstanding current geopolitical uncertainties, in particular US tariffs impacts, the Group’s trading has started well in April and May. For the current financial year, we remain confident in the Group making further progress and note that the Group will also benefit from the one-off Covid-19 credit received from the US IRS. We are excited about the Group’s medium-term prospects.”
Comment: Everyone loves a good old fashioned turnaround from the red to the black, something which in the case of DIA is all the more impressive within the current trading environment.
Gear4music (G4M) announced audited results for the year ended 31 March 2025. G4M noted “Revenue and profit growth, continued net debt reduction, and a strengthening trajectory in FY26 to date”
Comment: A strong spring and recent canny acquisition have meant that G4M has delivered a decent result with the promise of more. This is especially being reflected in the recent share price rise.
Bluebird Mining Ventures (BMV), a pan Asian gold project development company, announced that the agreement over its gold project in the Philippines is substantially now in final form being only subject to final reviews before execution. The Company expects the agreement to conclude imminently. Bluebird will receive a 10% profit share and an additional bonus royalty payments of USD 250,000 at every gold sales milestone of 5,000 oz subject to the average gold price over the period being over $3,000/oz.
Comment: Although with the company’s new cryptocurrency strategy, the gold aspect feels almost academic, it is pleasing to see the former day job come to a decent conclusion.
Amazing AI (AQSE: AAI) a global fintech group specialising in online consumer loans, announces that it has implemented a Bitcoin Treasury Policy. The Company will continue to focus on delivering its organic growth strategy centered on consumer lending and on exploring AI finance related services whilst growing a bitcoin treasury over the shorter-term.
Comment: The bandwagon of BTC seems currently to know no limit in terms of adopters. It will be interesting to see who the eventual winners of the race will be.
Disclaimer & Declaration of Interest:
The information, investment views, and recommendations in this Zaks Traders Cafe interview are provided for general information purposes only. Nothing in this interview should be construed as a promotion or solicitation to buy or sell any financial product relating to any companies under discussion or referred to or to engage in or refrain from doing so or engage in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the commentator but no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion.
