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Founders Fund fully exited its ETHZilla stake, previously 7.5%, by end of 2025
ETHZilla sold 24,291 ETH in December 2025 to meet debt obligations
Leveraged Ether treasury strategies face risks from volatility, smart contracts, and DeFi yields
Direct ETH exposure via ETFs or custody solutions offer cleaner alternatives to equity wrappers.
Deep Dive
Peter Thiel-linked Founders Fund has fully exited its stake in ETHZilla, an Ether-focused digital asset treasury company. This move follows ETHZilla's significant reduction of its Ether holdings to meet debt obligations, underscoring the inherent risks associated with leveraged Ether treasury models and debt-driven balance sheets in volatile crypto markets.
Originally a biotech company, ETHZilla underwent a significant pivot in July 2025, rebranding and raising $425 million to establish an Ether treasury strategy. The company aimed to provide public shareholders with leveraged exposure to Ether by accumulating over 100,000 ETH and deploying it in decentralized finance (DeFi) protocols and tokenized asset initiatives. Further funding was sought through convertible bonds, indicating an aggressive expansion plan.
Market downturns exposed the fragility of ETHZilla's strategy. In December 2025, the company was compelled to sell 24,291 ETH, approximately $74.5 million, to meet debt repayments. This forced liquidation highlighted a critical vulnerability: the combination of leverage and crypto volatility can necessitate asset sales during unfavorable market conditions, undermining long-term accumulation goals.
SEC filings revealed that Founders Fund entities reduced their stake in ETHZilla to zero by the end of 2025. While Schedule 13G filings indicate passive investment and a zero-share report signifies no longer meeting disclosure thresholds, they do not disclose the specific reasons for the divestment. The timing of Founders Fund's complete exit, shortly after ETHZilla's forced Ether liquidation, suggests a strategic retreat amid mounting pressures on similar strategies.
Ether treasury strategies present greater complexity compared to Bitcoin treasuries. Ether's dual role as a digital asset and a platform fuel contributes to higher price volatility, which is amplified by leverage. Unlike Bitcoin's typical "hold-only" model, Ether treasuries often pursue staking and DeFi yields, introducing risks such as smart contract exploits, slashing penalties, liquidity lock-ups, and counterparty risks. Bitcoin treasuries, conversely, generally benefit from a simpler "digital gold" narrative and store-of-value appeal, avoiding these additional layers of complexity.
Convertible debt can amplify gains in bull markets but reverses in downturns, leading to declining net asset value, falling share prices, and increased refinancing costs. This can necessitate asset sales. Furthermore, institutional investors now have more direct and less complex avenues for Ether exposure, including regulated spot ETFs and direct custody solutions. These options reduce the company-specific operational and governance risks associated with leveraged crypto treasury strategies, making them potentially more attractive than equity wrappers around such models.
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Giving Block facilitated over $100 million in stablecoin donations in 2025. USDC, RLUSD, USDT, and DAI were among the top stablecoins used for donations. A US payment stablecoin bill in 2025 elevated stablecoins to 'cash-equivalent' status, boosting nonprofit confidence. US Senate considers market structure bill impacting stablecoin yield, with industry leaders divided.
Morgan Stanley selects BNY Mellon and Coinbase as custodians for its Bitcoin Trust ETF. The ETF filing indicates a growing institutional adoption of crypto assets. Recent Bitcoin ETF flows have turned positive, with significant inflows recorded. Morgan Stanley's move establishes its presence in the crypto sector and potential for RWA trading.
Bitcoin faces overhead resistance around $75k and $78.3k. A death cross between the 21-week and 100-week SMAs is expected this week. The death cross could signal the next leg down unless a major bullish catalyst emerges. Short-term price strength is attributed to a short squeeze, not necessarily a sustained bull market.
Oracle provider RedStone deploys price feeds on Stellar as the network expands DeFi infrastructure and experiments with lending and tokenized assets.
Bitcoin dropped to $63,000 following US and Israeli strikes on Iran. Crypto markets acted as a real-time sentiment gauge for geopolitical events over the weekend. Traditional markets are exploring extended trading hours, while crypto operates 24/7. Tokenized assets like gold (XAUT) and prediction markets saw increased weekend trading volume.
Ethereum Foundation aims to position Ethereum as a coordination and verification layer for AI systems. The strategy focuses on decentralized AI coordination and integrating Ethereum's core principles like privacy into AI. Ethereum can provide infrastructure for AI agents to discover each other, build trust, and manage payments. The EF is developing standards like ERC-8004 for AI agent identity and trust.
Bitcoin price surged past $73,000, driving total crypto market cap to $2.47 trillion. Ethereum approached $2,130, with potential for a $500 upside move if breakout occurs. XRP also saw gains, nearing $1.44, alongside other large-cap altcoins. Geopolitical tensions led to an 873% surge in crypto outflows from Iranian exchanges.
Chainlink CCIP integrated with Monad, enabling Bitcoin-backed liquidity from Coinbase Wrapped BTC. Over $5 billion in cbBTC liquidity is now accessible to the Monad DeFi ecosystem. LINK price saw a 4.97% increase to $8.99, with analysts watching for potential price movements. Early adopters Curvance and Neverland are launching cbBTC markets on Monad.
Bitcoin price surged above $70,000 for the first time since early February. The rally occurred after Bitcoin entered the week oversold, heavily shorted, and underowned, indicating potential for a short squeeze. Spot Bitcoin ETFs saw over $1.6 billion in inflows over the last six trading days. US investor demand, indicated by a positive Coinbase Premium Index, is supporting the recovery.
Bitcoin faces quantum computing fears, drawing parallels to past climate concerns. Industry initiatives like Coinbase's quantum advisory board and Strategy's quantum security program aim to mitigate risks. Startups are developing post-quantum cryptography solutions for blockchains. Ethereum Foundation's roadmap includes post-quantum cryptography and privacy features by 2029.
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Taiwan indicted 62 individuals for alleged links to Prince Group, a criminal organization. Approximately $339 million was allegedly laundered through Taiwan via shell companies and asset purchases. The U.S. DOJ previously indicted Prince Group's chairman for "pig butchering" scams and seized over 127,000 BTC. Scam compounds in Southeast Asia are a growing global threat, often relying on coerced labor.
Dogecoin price surged 8% to trade near $0.09857 resistance. A breakout above $0.100 is eyed as a confirmation of bullish momentum. Technical analysis suggests a potential bullish expansion pattern, similar to previous cycles. Key support at $0.096 is critical for maintaining upward momentum.
Fairshake PAC has secured victories for multiple pro-crypto candidates in the 2026 U.S. congressional primaries. Jessica Steinmann, backed by over $750,000 from Fairshake, won the Republican primary for Texas' 8th District with nearly 70% of the vote. The PAC's efforts to unseat Texas Democrat Al Green are heading to a runoff, with Green trailing his opponent. Incumbent Representatives French Hill (R-AR) and Tim Moore (R-NC), both supported by Fairshake, also won their respective primaries.
Spot Bitcoin ETFs saw $1.7 billion in inflows since Feb. 24, reversing prior outflows. This shift suggests investors are becoming more comfortable with Bitcoin's price action. Inflows appear to be straightforward bullish bets rather than arbitrage strategies. BlackRock's IBIT has added $300 million year-to-date, indicating strong conviction from asset managers.
Arizona Senate Bill 1649 proposes creating a state-managed digital asset reserve funded by seized criminal assets. The bill specifically names Bitcoin, XRP, and DigiByte as eligible holdings for the reserve. The state treasurer could invest up to 10% of public funds in digital assets, with potential for lending to generate returns. Governor Katie Hobbs has previously vetoed similar legislation due to volatility concerns.
Vitalik Buterin proposes new Ethereum scaling plan focusing on base layer improvements and advanced cryptography. OKX launches OnchainOS toolkit to support autonomous crypto trading agents. NEAR co-founder predicts AI agents will become primary users of blockchain technology. First block supporting Bitcoin's BIP-110 'clean-up' proposal is mined, signaling ongoing governance debate.
Bitcoin price surpassed $73,000 after weeks of consolidation. Traders are skeptical, warning of a potential bull trap due to overhead supply and derivatives positioning. Widespread bearish sentiment could paradoxically lead to a short squeeze. Macroeconomic uncertainty and geopolitical tensions add to the complex outlook.
Sophisticated iOS exploit kit 'Coruna' identified by Google Threat Intelligence. Coruna targets iOS 13-17.2.1 with 23 vulnerabilities, used by spies and crypto scammers. Potential U.S. intelligence contractor origins suggested for the exploit kit. Users urged to update iOS devices as exploits are patched in newer versions.
AVAX price is testing resistance near $9.7 after breaking out of consolidation. A sustained move above $9.7-$10.3 could target $10.5. RSI shows mild bearish divergence, indicating potential momentum weakening. Immediate support is at $9.0, with a stronger demand zone at $8.2.
Beast Industries fired a video editor for insider trading on prediction markets. The editor allegedly used non-public information about MrBeast's video content for trading. Kalshi fined the editor $20,000 for improper wagers. The company has a strict policy against employees using proprietary information for trading.
Nvidia stock trades near $192 with consensus price targets at $250-$275 by year-end. Q4 FY26 data center revenue surged 120% YoY, with FY27 guidance exceeding $180B. Blackwell B200 chips are shipping at scale, with supply constrained through H2 2026. Risks include high valuation (45x forward P/E), competition from hyperscaler ASICs, and macro volatility.
Sui launched its native stablecoin USDsui on March 4, 2026. USDsui redirects treasury yield back to the Sui ecosystem via SUI token buybacks and DeFi incentives. Galaxy Digital manages the underlying assets, with $10M already deployed into a yield-generating vault. SUI is trading near $0.96, showing bullish momentum with RSI at 62.81 and a bullish MACD crossover.
Signal context only. Validate with price action, liquidity, and risk limits before taking a position.
