Sequans Plans 100,000 BTC by 2030 — Big Treasury Bet, Watch for Execution

I view Sequans's plan to acquire 100,000 Bitcoin by 2030 as a bold corporate shift toward using BTC as a primary treasury reserve. This is a clear signal of institutional confidence in Bitcoin's long-term store-of-value narrative.

However, I am cautious: executing such a large accumulation requires clear funding plans and exposes Sequans to material price volatility, accounting and regulatory risks that could affect its balance sheet and shareholder value.

I will watch disclosures on financing, timing and treasury policy before adjusting my position or recommending others do so.