Sequans Bets Big: 100,000 Bitcoin Treasury Grab by 2030 Signals Bold Crypto Strategy

Another corporate whale jumps into the Bitcoin pool—this time with a nine-figure splash.

Sequans just dropped a bombshell treasury play: 100,000 BTC target by 2030. That's enough to make even MicroStrategy raise an eyebrow.

Why now? The French chipmaker's move screams 'institutional FOMO' as Bitcoin shakes off its 2022 scars. With five years to execute, they're either playing 4D chess... or preparing for a very expensive lesson in volatility.

Wall Street analysts are already sharpening their pencils—some to calculate the tax implications, others to draft 'I told you so' memos for when this inevitably becomes a Harvard Business School case study.

TLDR

• Sequans targets acquiring 100,000 Bitcoin by 2030 to enhance shareholder value.

• The company raised $384 million to fund its Bitcoin treasury strategy through debt and equity.

• Sequans plans to use equity issuance and intellectual property to fund Bitcoin purchases.

• Sequans’ Bitcoin acquisition plan positions the company as a major corporate Bitcoin holder.

Sequans Communications, a Paris-based semiconductor company specializing in IoT technologies, announced its goal to acquire 100,000 Bitcoin by the end of 2030. The company is leveraging a phased treasury strategy that integrates Bitcoin as a key component of its long-term financial planning. Sequans’ announcement follows its recent success in raising $384 million through a combination of debt and equity, which will fund the company’s Bitcoin purchases.

As of now, Sequans holds 3,171 Bitcoin, placing it as the 22nd largest publicly traded corporate bitcoin holder globally, according to BitcoinTreasuries.net. Dr. Georges Karam, CEO of Sequans, emphasized that the company has completed the first phase of its strategy, acquiring over 3,000 BTC in just one month. The next phase will focus on scaling Bitcoin accumulation and maximizing the value of Bitcoin per share for the company’s shareholders.

Sequans Treasury Strategy for Bitcoin Acquisition

Sequans has outlined a clear, phased approach for its Bitcoin treasury strategy. In 2025, the company plans to focus on building its Bitcoin base through public capital raises, taking advantage of favorable market conditions.

The second phase, beginning in 2026, will see Sequans ramp up its Bitcoin acquisition efforts through equity issuance, Bitcoin-backed lending, and monetizing its intellectual property.

The final phase, extending to 2030, will concentrate on optimizing its treasury strategy. Sequans aims to use Bitcoin-backed financial instruments to further strengthen its capital structure while limiting the issuance of common equity. This approach is designed to balance growth with shareholder value, enabling the company to accumulate Bitcoin without overly diluting its equity.

Bitcoin Acquisition to Enhance Shareholder Value

Sequans’ MOVE into Bitcoin is part of its broader effort to increase shareholder value. By incorporating digital assets into its treasury strategy, the company aims to provide its investors with long-term returns tied to the growth of Bitcoin.

As Bitcoin becomes an increasingly attractive asset for corporate treasuries, Sequans seeks to capitalize on this trend by building one of the largest corporate Bitcoin portfolios.

The company’s Bitcoin acquisition strategy positions it to benefit from the potential appreciation of Bitcoin over the next several years. As Bitcoin’s market dynamics evolve, Sequans plans to adjust its approach, leveraging its corporate treasury to maximize returns for shareholders.

Sequans’ stock saw a slight decline of 7% at market close on Thursday, following the announcement. Despite the drop, the company’s ambitious Bitcoin acquisition plan could have a positive long-term impact on its valuation. By adding Bitcoin to its balance sheet, Sequans hopes to strengthen its financial position and attract more investor interest, particularly as Bitcoin’s role in corporate treasury strategies continues to grow.