Issued on behalf of VisionWave Holdings, Inc.
VANCOUVER – Baystreet.ca News Commentary – Companies reporting significant appreciation from digital asset treasury strategies are influencing how businesses manage cash reserves[1], with publicly traded firms now holding $133.45 billion across Bitcoin, Ethereum, Solana, and emerging blockchain assets as of the latest reported data[2]. Treasury companies expanding beyond traditional Bitcoin holdings are diversifying into Ethereum's $15.23 billion institutional market and Solana's rapidly growing $1.46 billion treasury ecosystem, where companies stake tokens for 7-8% annual yields while positioning for long-term appreciation[3]. This multi-asset accumulation strategy may position VisionWave Holdings, Inc. (NASDAQ: VWAV), SUI Group Holdings Limited (NASDAQ: SUIG), Upexi, Inc. (NASDAQ: UPXI), CaliberCos Inc. (NASDAQ: CWD), and KindlyMD, Inc. (NASDAQ: NAKA) to participate in these trends, subject to market volatility, regulatory changes, and other risks.
Wall Street analysts projecting Bitcoin between $125,000-$200,000 by late 2025[4] point to supply dynamics where institutions and ETFs now purchase 3,185 tokens daily while miners produce just 900, creating significant scarcity[5]. Galaxy researchers argue Solana treasury firms may outperform traditional Bitcoin strategies through superior staking yields and faster net asset value growth, as regulatory clarity and institutional adoption accelerate across multiple blockchain ecosystems simultaneously rather than Bitcoin alone[6] ; these projections are based on third-party analyses and are subject to change based on market conditions.
VisionWave Holdings, Inc. (NASDAQ: VWAV) disclosed a strategic capital structure evolution in a Form 8-K filing with the SEC. The company entered into a consulting agreement with Crypto Treasury Management Group, LLC to design and implement a digital asset treasury reserve. Payment terms include cash, Bitcoin, and common stock tied to future capital formation goals of up to $300 million. The agreement contemplates a potential capital formation structure of up to $300 million, with allocations into crypto assets such as Bitcoin and Solana, subject to the company's approval and market conditions. There can be no assurance that the this strategy or related transaction will close or that it will be consummated on the anticipated terms or at all.
This strategic financial positioning accompanies operational momentum in defense technology validation. VisionWave announced the completion of another encouraging pilot with a U.S. tier-1 defense company, marking continued technical validation of its technology platform. The engagement focused on unmanned use cases, high-fidelity sensing, and Active Protection System solutions, with the defense partner purchasing evaluation sample units following the pilot.
"This additional encouraging pilot may indicate potential interest in VisionWave's capabilities," said Noam Kenig, CEO of VisionWave. "Our teams are already working with the customer's engineering group on system integration and combined development aligned to target platforms and mission profiles. We view this as a strong vote of confidence from a major defense company in our solutions and engineering capabilities, and further evidence of growing interest in our approach."
Joint working sessions are now underway to define interfaces and packaging aligned with the customer's solutions and architecture. Cross-functional teams are co-developing system integration plans to combine VisionWave technology into the defense partner's platforms. As integration milestones are reached, the parties may pursue steps to define non-recurring engineering to complete platform-specific integration and maturation activities.
The tier-1 defense pilot follows VisionWave's recently completed five-day live-fire campaign in the UAE with a government-owned defense partner, where its 4D super-resolution radar demonstrated millisecond track initiation and low false-positive rates against aerial and ballistic threats under operationally representative conditions. The system achieved real-time detection, classification, and tracking capabilities across diverse threat profiles from small-arms ammunition to hypersonic-class targets.
VisionWave's technology platform combines its proprietary Evolved Intelligence edge engine with super-resolution radar capabilities. "EI is built for deterministic, low-latency decisions at the edge," said Dr. Danny Rittman, Chief Technology Officer of VisionWave. "Our patent-pending multi-planar RF-to-image sensing architecture synchronizes phased arrays with on-device inference to reconstruct high-fidelity target signatures from sparse emissions, cutting clutter and boosting range and precision."
International opportunities continue to be explored, including discussions for strategic roles in Indian defense modernization programs. The company recently secured a $50 million equity line facility to accelerate development of its AI-driven defense platform, subject to customary terms, conditions, and market risks.
Defense organizations worldwide are seeking AI-powered capabilities that operate across air, land, sea, and space environments. VisionWave's Evolved Intelligence platform integrates super-resolution radar, multispectral imaging, and radio-frequency technologies with AI-driven autonomy systems designed for these multi-domain operations. The company's strategic positioning combines operational technology validation with a capital structure approach that includes exploring digital asset treasury reserves, aligning financial strategy with emerging defense sector opportunities in an evolving technological landscape.
CONTINUED… Read this and more news for VisionWave Holdings at: https://usanewsgroup.com/2025/09/11/the-ai-defense-technology-developments-potentially-relevant-in-2025-26/
SUI Group Holdings Limited (NASDAQ: SUIG), the only publicly traded company with an official Sui Foundation relationship, announced it surpassed 100 million SUI in its treasury holdings as of September 2, 2025, after adding approximately 20 million SUI tokens. The company held 101,795,656 SUI valued at approximately $332 million, representing a Net Asset Value of $3.72 per share compared to $2.10 on June 30, 2025. Substantially all of SUI Group's SUI tokens are being staked, earning an approximate 2.2% yield that generates roughly $20,000 in daily revenue.
"Since the initiation of our SUI treasury strategy in late July, we have expeditiously accumulated over 100 million SUI, underscoring our conviction in the transformative potential of the SUI blockchain and its critical role in the future of decentralized finance," said Stephen Mackintosh, Chief Investment Officer of SUI Group. "We plan to continue to seek accretive capital raises to make additional purchases of discounted locked SUI and, in turn, increase our SUI per share to generate value for our shareholders."
The company recently completed a corporate rebrand from its former ticker MCVT to SUIG to enhance its positioning as the premier SUI treasury company. SUI Group maintains approximately $58 million in cash available for additional SUI acquisitions as it continues building a foundation-backed digital asset treasury platform designed for scale, transparency and long-term value creation.
Upexi, Inc. (NASDAQ: UPXI), a brand owner transitioning into cryptocurrency portfolio management, reported a 174% increase in its Solana treasury holdings since fiscal year end June 30, 2025, now holding 2,018,419 SOL tokens valued at approximately $433 million. The company reported fiscal year 2025 revenue of $15.8 million and gross profit of $10.7 million (67% margin) from its consumer products business, while its Net Asset Value surged 281% to $433 million driven by SOL price appreciation and treasury expansion. Substantially all of Upexi's SOL are being staked at an 8% yield, generating approximately $100,000 per day in revenue.
"Since year-end, we have been pleased with the treasury's tremendous growth, underscoring the strength of the asset we're built upon and our ability to execute on a winning strategy," said Allan Marshall, Upexi CEO. "We are extremely proud to be building the leading Solana treasury company, and we remain laser-focused on creating value for shareholders."
The company's adjusted SOL per share increased to 0.0197 or $4.23 on September 23, 2025, up 45% and 101% respectively compared to June 30, 2025. Upexi's unrealized gain on its SOL holdings stands at $128 million, representing a 1,300% increase from the $9 million unrealized gain at fiscal year end, with the company continuing to evaluate additional treasury expansion opportunities.
CaliberCos Inc. (NASDAQ: CWD), a diversified alternative real estate and digital asset platform, appointed Blake Janover as the third member of its newly established Caliber Crypto Advisory Board to support the company's Digital Asset Treasury Strategy centered on Chainlink (LINK) tokens. Janover, founder and CEO of Janover, Inc. (formerly NASDAQ: JNVR), now known as DeFi Development Corporation, became the first Nasdaq-listed company to build a Solana-focused digital asset treasury and brings extensive capital markets and real estate transaction experience spanning billions of dollars. Caliber maintains over $2.9 billion in Managed Assets across its 16-year private equity real estate investment platform specializing in hospitality, multi-family residential and industrial properties.
"I'm honored to join the Caliber Crypto Advisory Board. Given my experience in real estate finance I really understand the Caliber story," said Blake Janover. "I love the alignment I have with Chris Loeffler, Caliber's CEO, on building value at the intersection of TradFi (traditional finance) and DeFi (decentralized finance) through the lens of real assets using $LINK as a treasury and entry point into the ecosystem."
The Digital Asset Treasury initiative bridges real and digital asset investing, offering investors access through both publicly traded equity on Nasdaq and Caliber's private equity real estate funds. Caliber plans to hold and stake LINK tokens for both value appreciation and yield generation as part of its strategy to expand into the digital asset ecosystem while maintaining its core real estate operations.
KindlyMD, Inc. (NASDAQ: NAKA), a provider of integrated healthcare services that completed its merger with Nakamoto Holdings Inc. in August 2025, announced that its subsidiary Nakamoto has made a minority investment in Treasury B.V., a Bitcoin treasury company based in the Netherlands. This transaction marks Nakamoto's first investment and its first in a foreign Bitcoin treasury company, with Treasury planning to publicly list on the Euronext Amsterdam exchange through a reverse listing with MKB Nedsense N.V. Founded by experienced investor Khing Oei, Treasury seeks to implement a Bitcoin treasury strategy within European capital markets by expanding access to Bitcoin across the region's financial network.
"From day one, we said we wanted Nakamoto to partner with, support and invest in companies around the globe that share our vision of Bitcoin at the center of the world's financial ecosystem, as we also continue to execute on our strategy of buying Bitcoin and buying and operating Bitcoin-related businesses," said David Bailey, Chairman and CEO of KindlyMD. "We believe that every market around the world needs access to Bitcoin."
KindlyMD leverages data analysis to deliver evidence-based, personalized healthcare solutions aimed at reducing opioid use and improving health outcomes, while the strategic partnership with Nakamoto formed a public Bitcoin treasury strategy that unites healthcare expertise with Bitcoin integration into global capital markets. Treasury will also partner with BTC Media LLC, a subsidiary of BTC Inc. and affiliate of David Bailey, to grow the annual Bitcoin Amsterdam conference, the premier event for the Bitcoin community in Europe.
Article Sources: https://usanewsgroup.com/2025/09/11/the-ai-defense-technology-developments-potentially-relevant-in-2025-26/
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SOURCES CITED:
1. https://www.bloomberg.com/news/articles/2025-09-26/digital-asset-treasury-companies-dats-what-you-need-to-know
2. https://www.ccn.com/news/crypto/digital-asset-treasury-companies-bitcoin-ethereum-solana/
3. https://finance.yahoo.com/news/solana-treasury-firms-boost-holdings-210719703.html
4. https://investinghaven.com/bitcoin-btc-price-predictions/
5. https://www.coindesk.com/markets/2025/09/29/bitcoin-above-usd114k-amid-shutdown-uncertainty-october-could-offer-relief
6. https://cryptopotato.com/why-solana-treasury-companies-may-outshine-btc-and-eth-in-2025/
