Onfolio Holdings Inc | Stock Symbol ONFO
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Onfolio Holdings Inc | Stock Symbol ONFO
@TeamOnfolio
Ready for the next step in your journey? We buy digital companies from entrepreneurs and grow them to their full potential. Reach out today! NASDAQ: ONFO
USA Katılım Nisan 2022
221 Takip Edilen577 Takipçiler
Onfolio Holdings Inc | Stock Symbol ONFO retweetledi

Just published an interview [NO PAYWALL] with @DomWellsOnfolio CEO/Founder of $ONFO Onfolio Holdings Inc 🇺🇸
In this issue we discuss the following...
- The evolution of ONFO since listing on the NASDAQ
- The path to profitability
- Creative ways of raising cash for acquisitions
- Does buying digital businesses still make sense in an AI world?
- Deal flow and current market environment
- Adding Bitcoin, Ethereum, Solana to the balance sheet
- Would they invest in common securities?
- What's the plan for 2026
capitalemployed.com/p/interview-12…

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Onfolio Holdings Inc | Stock Symbol ONFO retweetledi

Kinda wild that one of the most interesting “crypto” plays in public markets right now might be… a tiny holdco that buys boring cash-flowing websites.
Not in the “DAT” way either. (Digital Asset Treasury)
@TeamOnfolio just lined up a convertible note facility of up to $300M with a US institutional investor, which is enormous relative to their size, and they’re explicitly using it to run a hybrid play: operating profits + multi-token digital asset treasury (BTC / ETH / SOL).
What’s interesting here isn’t “company buys crypto.” It’s the structure.
Roughly 75% of future tranches go into digital assets and staking, 25% into operating initiatives, and the first ~$5M tranche is basically split down the middle between BTC/ETH/SOL and strengthening / growing the operating portfolio.
That’s very different from pure DATs that just farm a premium to their token NAV and hope the market keeps rewarding them.
They’re not trying to be a levered BTC proxy. They’re saying:
- Let operating businesses provide the base: recurring revenue, near-term path to profitability, debt paydown.|
- Let the digital asset treasury provide the upside: BTC/ETH/SOL + staking yield, with a broader crypto basket instead of a single-token bet.
From a capital allocation lens, that’s the part that stands out.
In public markets, anything with durable cashflow + a clear capital allocation story + exposure to high-upside assets tends to command a different kind of attention.
Onfolio is basically trying to weaponize that playbook at micro-cap scale: use the facility to scale both the operating engine (larger, more meaningful acquisitions) and the digital treasury at the same time.
Will it work? No idea yet.
Execution risk is real: integrating bigger deals, managing drawdowns on the crypto side, handling dilution from the convert, etc.
But as someone who lives in the $500k–$5M EBITDA deal universe, it’s fun to see a listed company publicly commit to the thing a lot of private buyers quietly believe:
The best risk/reward often comes from pairing “boring” cashflow with intelligently sized, asymmetric bets, not from choosing one or the other.
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Onfolio Holdings Initiates Strategic Evolution with First Purchases of Crypto Assets
Company Takes Advantage of Recent Market Drawdown to Opportunistically Purchase ETH, SOL, and BTC
Read the full press release here:
investors.onfolio.com/press_releases
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Onfolio is shifting to a hybrid model that pairs operating cash flow with a diversified digital asset treasury.
Today we published an article going into details about our new model.
Read the article here: onfolio.com/more-than-dat

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Onfolio Holdings Inc | Stock Symbol ONFO retweetledi

$300M funding secured! 🚀 Onfolio $ONFO is building a hybrid treasury model, investing 75% of future tranches into staking #Bitcoin, #Ethereum, and #Solana.
Blending cash flow from online businesses with digital asset yield. A new playbook for public companies!
#CryptoTreasury #Staking #ONFO #Web3 $BTC $ETH $SOL @TeamOnfolio

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Onfolio Holdings Inc. Announces First Quarter 2024 Financial Results and Provides Corporate Update:
globenewswire.com/news-release/2…
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