Capital Allocation is a topic tracked in our intelligence system with 5 linked articles.
SkyAI has liquidated its entire Solana treasury and now holds $223.8 million in cash while running a $201 million buyback at $3 per token through October 29.
Strive purchased another 1,223 bitcoin for roughly $100 million at an average price of ~$81,734 per BTC, bringing its total holdings to 36,818 BTC.
Verge Decoder interview with LightShed's Walter Piecyk dissecting SpaceX's ~$28B spectrum buying spree ($8B for T-Mobile/Grain 800 MHz plus ~$20B EchoStar) as the foundation for a terrestrial-plus-satellite fourth US wireless carrier, with detailed analysis of CapEx requirements, telco competitive vulnerabilities, and FCC dynamics.
Strive purchased 3,311 BTC for $280 million between Oct. 5 and Oct. 9 — its largest bitcoin acquisition since January — lifting total holdings to 32,773 BTC and narrowing the gap with MARA for top corporate-holder status.
Nvidia is committing roughly a billion dollars or more to European tech per the headline, a consequential signal for AI/semiconductor market watchers, but the article body is empty so the substance cannot be verified.
Bitmine (BMNR) bought 12,532 ETH last week, growing its Ethereum treasury to 6.03M ETH (4.9% of total supply, 84% staked) as board chair Tom Lee publicly calls for a potential record crypto bull market.
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