The time interval between OKCanch listing + CRO chain in the last cycle
The interval between this cycle of xlayer + CRO restructuring
The sense of déjà vu is too strong The bull market has already reached the same stage
Summary of the report
Not a traditional acquisition, but a strategic restructuring
TMTG (Trump Media Technology Group) did not directly acquire, but cooperated with Yorkville to establish Trump Media Group CRO Strategy, Inc.
The goal is to establish a CRO treasury and list it through SPACs, with the core model being "coin listing" - exchanging high stock valuations for funds and then investing in crypto assets.
Dual encryption strategy
Bitcoin vault (executed, $2 billion to buy BTC).
CRO treasury (planned to invest $6.42 billion, of which $1 billion will be directly purchased into CRO, approximately 631.3 billion, accounting for about 19% of market capitalization).
Strategic motivation
Reshaping TMTG from a loss-making media company to a "crypto vault company".
Use the Trump brand + meme stock effect to turn fans' political loyalty into financial assets.
Build a closed loop of CRO payments and rewards on the Truth Social / Truth+ platform, so that the token has practical application scenarios.
Risks and controversies
70 billion CRO recast event (community dissatisfaction, questioning decentralization).
Serious dilution of shareholders: TMTG relies on the issuance of new shares to raise funds, and the equity of old shareholders is diluted.
High Volatility Risk: TMTG's balance sheet is highly dependent on the price fluctuations of BTC and CRO.
Brand and regulatory risks: Trump's political factors have a significant impact on the market.
Compare with MicroStrategy
MicroStrategy = "Bitcoin Vault", passively holding BTC.
TMTG = "Bitcoin + CRO dual-asset vault", and it also deeply embeds the token into the business in an attempt to actively increase the value of the token.
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