Digital Assets Just Woke Up đŸ»

And this company wants to be a top-3 HODLr

NVDA just saved the markets with killer earnings, and Bitcoin ripped back toward 93k overnight. This little Asian food company wants to be a top-3 Bitcoin “hodler” and just scored a big Kraken partnership. This setup is definitely worth keeping an eye on today.

TODAY’S TOP ALERT! 

DDC Enterprise Ltd (NYSE: DDC)

👉  DDC is TODAY’S #1 ALERT 👈

Hey Folks, Jeff Bishop here,

What a day yesterday was for the markets


NVDA reported blowout earnings after the close, with revenue of $57 billion beating analyst expectations of $54.9 billion, and EPS of $1.30 topping the $1.25 forecast.

Even more importantly, the company said it expects $65 billion in revenue this quarter compared to the $61.6 billion analysts expected.

The stock surged more than 5% in after-hours trading, calming investor anxiety about the AI trade and helping reverse last week’s tech pullback.

And the AI momentum spilled over into crypto. Bitcoin rebounded to near $93,000 overnight as risk appetite returned. 

With Bitcoin looking poised for more upside, I’m focused on companies stacking it on the balance sheets.

At the top of my list is DDC Enterprise Ltd (DDC).

Yesterday, the company announced a key partnership with crypto powerhouse Kraken to enhance its Bitcoin treasury operations, gaining access to “institutional-grade trading and custody solutions.”

This builds on DDC’s aggressive BTC accumulation strategy, and the stock jumped after hours and in the pre-market this morning.

As detailed below, DDC now holds 1,083 BTC (worth $100 million at $93k per coin) and is aiming for 10,000 BTC by the end of 2025. 

That would make it one of the top 15 public Bitcoin-treasury companies (it’s currently #48).

With Bitcoin rebounding, this could mark a breakout day for DDC. Stay tuned!

👉  DDC is TODAY’S #1 ALERT 👈

DDC Enterprise Limited, also known as DayDayCook, describes itself as “a global Asian food and digital-asset treasury company.”

Founded in 2012 by Norma Chu, DDC built a big following through recipe videos and later expanded into ready-to-heat meals, sauces, and plant-based foods.

It has a major presence in China and the U.S., where it has made major acquisitions such as Noma Lim and Yai’s Thai.

The company went public in November 2023 with aggregate proceeds of about $33 million.

On May 15, the company announced “a pioneering Bitcoin accumulation strategy poised to redefine long-term value creation.”

Later that month, CEO Norma Chu published a “Bitcoin manifesto.” She clarified that “We are not abandoning food. We’re evolving to be future-proof.”

From May 15 through July 14, DDC roared as high as 510%.

The company bought its first Bitcoin in May and began quickly scaling up


In June, it announced it had entered into three securities purchase agreements for a total of up to $528 million in gross proceeds. It said “Substantially all of the capital raise will be dedicated to expanding the Company’s Bitcoin treasury.”

And on October 8, the company said it secured investment agreements for a $124 million equity financing round, including $3 million from Norma Chu herself.

It also said, “essentially all the participating investors’ capital, including the Founder's, is committed to a 180-day lock-up period from the closing date.”

Ms. Chu says the company’s goal is to “establish ourselves as one of the world’s top three treasury [companies] within three years.” [emphasis added]

It appears DDC is well on its way, especially considering only a fraction of its capital is deployed and it’s now in a great position to “buy the dip.”

The company notes its “unique edge” is that it’s a household brand name in China, with 60 million active users and 3.5 million paying customers in the country.

Across its website, app, and streaming platforms, the company boasts 475 million views per month.

It says it has access to “6.5 million onshore mainland Chinese investors with US-stock brokerage accounts with $150 billion of buying power.” [emphasis added]

That’s critical because direct Bitcoin investment is prohibited in mainland China, and DDC is “an ideal Bitcoin-proxy for investors.”

As you do your own research on DDC, be sure to review this investor deck from October, the company’s Kraken press release from yesterday, and the company website.

And as always, be sure to approach your trading in a responsible manner. Trading is very risky, and nothing is ever guaranteed, so never trade with more than you can afford to lose. 

Please read the full disclaimer at the bottom of this email as well so you are aware of additional risks and considerations. Always have a well-thought-out game plan that takes your personal risk tolerance into consideration.

Bottom line: As a Bitcoin proxy stock, DDC has felt the pressure from Bitcoin’s price drop over the past few months.

DDC has pulled back alongside Bitcoin since October, but with Bitcoin rebounding post-NVDA earnings, we could see a significant “bottom-bounce” from here.

đŸ’„Keep DDC at the top of your radar today!

To Your Success,

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