Dimitri Van Goidsenhoven
53 posts
Dimitri Van Goidsenhoven
@VanGoid1
investor, trader, dreamer
Belgium Tham gia Kasım 2022
47 Đang theo dõi26 Người theo dõi
What’s your best play for 2026?
Let’s hear your ideas.
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$ETHZ Pomerantz Law Firm Investigates Claims On Behalf of Investors of ETHZilla Corporation mywabashvalley.com/business/press…
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$ETHZ SEC filing 8-K, shareholdersmeeting december 16:
Everything was approved. Although this may no longer matter after the repayment of the convertible, it does show that there is no pact between large shareholders.
d1io3yog0oux5.cloudfront.net/ethzilla/sec/0…
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Dear Ethzilla community,
Today I had an impromptu conversation with Eric Choi, COO of Satschel, Inc. We discussed a high-level overview of Satschel's strategic vision, partnerships, tech advantages, asset origination pipeline, and 2026 blockchain tokenization/retail plans.
Say tuned for an upcoming video with McAndrew the CEO of @ETHZilla_ETHZ this Wednesday. We asked for transparency and they are giving it. Stay tuned.
youtu.be/3uf2uLIZZpA
For those who don't want to spend the time absorbing the 1-hour video for what it is, here's an AI assisted summary.
Key Topics & Chronology:
Intro & Partnership (0:00–2:00): Acknowledged ETHZilla-Satschel partnership and ATS launch. Eric enthusiastic about alignment post-fundraising; complements investor base.
Leadership & Intl Ops (2:00–5:30): New CEO Coleman (ex-Mizuho & Citi Director). Brazil expansion via XP; tokenized collateral loans ~10% yield vs USDC. Retail access targeted for Q1 2026.
Industry Collab & Tech Edge (5:30–10:00): Collaboration ecosystem among ATS platforms. Eric's background in AI underwriting/blockchain (acquired by Franklin Templeton). Satschel's superior tech stack vs Securitize; AI+blockchain synergies for credit efficiency.
Asset Origination (10:00–15:00): $ETHZ auto loans via 20% stake in Caris ($50M valuation, profitable Q1 2026 via AI underwriting). Manufactured housing via Zippy ($12-15M/month origination, potential 2x growth). Zippy prioritized ETHZilla for blockchain fit.
Retail Platform (15:00–20:00): Liquidity.io for retail products including 40-Act funds (money market & private credit/equity) with low minimums ($50-100) in institutional-grade blocks (Apollo, BlackRock) at 20-50 bps fees. Critique of low-utility tokenized products. January launches: BitGo crypto trading & private secondaries.
Auth Tech Demo (20:00–25:00): NFT-based provenance on Arbitrum for collectibles (multi-angle print/verification), with Prime Time Sports. Applications to art, memorabilia, physical assets (e.g., gold bars) for trust and secondary market liquidity. Really cool for sports collectors.
Security (25:00–30:00): Biometric liveness detection vs payment fraud (e.g., Zelle); cybersecurity investment via Telos.
Pipeline (30:00–35:00): ~$1B LOIs; Zippy (~$150M annual), Caris (hundreds of millions in autos). SBA paused. Upcoming Arrow token (AERO): mid-teens yields on aircraft engine leases (Delta etc.).
Valuation & Strategy (35:00–40:00): ETHZilla valuation vs peers (e.g., Figure $7.5B). Long-term incentives focus on execution and portfolio.
Thoughts on the $ETHZ stock (40:00–Close): True long-term growth comes from launching blockchain projects and boosting performance through revenue, adoption, and milestones to build organic value. We both agreed we don't want to see $ETH being offloaded from the balance sheet to fight shorts.
Closing: Positive on alignment/transparency; ongoing LinkedIn dialogue, follow-up in Q1 2026.
This is raw footage and has not been edited in any way, shape, or form. Please keep in mind this is not financial advice, and all things stated are our opinions.
YouTube
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@ETHZilla_ETHZ Where is the Weekly Treasury Update?
Forum@forummarkets
📢 ETHZilla Weekly Treasury Update 📷 Week of December 1, 2025 ETH Holdings: 94,060 ETH Value: $291M MNAV: 0.62x NAV/Share: $19.55
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@onerealridge But now shorts will have to buy shares in open market (no conversion)
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$ethz so that's the reason the company stops buyback. With the convert redemption, management preempts and buyback talks. But is it really smart to redeem a debt issued merely four months ago? And at 117% of principle, that's over 50% annual interest rate. Dumb, dumb, and dumb...
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Dimitri Van Goidsenhoven đã retweet
$ETHZ Debt Redemption Agreement:
ETHZilla Corp reported on December 9, 2025, that it agreed to repurchase $516 million in convertible notes by December 30, 2025, secured by $509 million in cash and $37.8 million in Ethereum.
stockinsights.ai/us/ETHZ/8-K/ca…
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$ETHZ Short squeeze coming??
No conversion
No dilution
@capybaraReborn
@CuriousWhatever
@ManningCapital_
@Coins
@SurrogateCap
@DamianBrad24715
@Twotwosteele
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$ETHZ ETHZilla Announces Plans to Effect Early Redemption of 2028 Convertible Notes to Streamline Capital Structure ir.ethzilla.com/news-events/pr…
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Another one… 🙁
Forum@forummarkets
📣ETHZilla is excited to announce another milestone toward real-world asset (RWA) tokenization. Today we’re taking a 15% stake in Zippy, an AI lending platform for manufactured homes This strategic investment brings one of America’s most underserved credit markets on chain bit.ly/4prtvdv
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Dimitri Van Goidsenhoven đã retweet
If you agree @ETHZilla_ETHZ needs to immediately start buybacks at the current 50% discount to NAV - make your opinion known by emailing -
Mcandrew@ethzilla.com
IR@ethzilla.com
andrew@cadenceminerals.com
crystal.heter@tallgrass.com
Ryan@usnrg.com
Capybara Stocks@capybaraReborn
$ETHZ currently has $315mln worth of $ETH and ~14.9mln shares outstanding. That is $21.14 / share + an estimated $1/share in cash + its stakes in Liquidity and Karus AI. That means today, the stock is trading at a 50% discount to NAV. If ETHZilla spends $10 million to buyback stock, it buys $20 million worth of assets and adds $0.67/share in NAV. That is an instant 7% return to shareholders for every $10 million spent on buybacks and an incredible opportunity for @ETHZilla_ETHZ It is clear, it is the fiduciary responsibility of the company to sell $ETH to buyback stock as they would be selling $ETH at 3.300$ and buying it back at $1.650! There is no benefit to having 94k over 80k ETH. No economies of scale. No investment that can beat a 100% risk-free return. Furthermore, $ETHZ had already committed to this just a month ago, under exactly the same circumstances. It is absolutely critical for $ETHZ to sell ETH in order to funds its buyback program and pursue aggressive buybacks at this unbelievable NAV discount for the benefit of all shareholders including management. 1/ Every $10m spent, grows NAV/share by $0.67/share for an instant 7% return. 2/ Fixing mNAV discount resolves the Hudson Bay dilution risk. 3/ Management already made a promise to shareholders to act, and it is in critical need of showing it can be trusted. @ETHZilla_ETHZ you‘ve done the hard part. Now’s the time to complete this.
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$ETHZ - Short Positions | Walleye Capital breakoutpoint.com/pre/stock/ethz…
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Dimitri Van Goidsenhoven đã retweet
On 8 December 2025, Walleye Capital LLC has reported its net short position in ETHZilla Corp stock ( $ETHZ ) of 1.26% (source: BaFin)
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