BREAKING / Compensation plan at $ETHZ has been reverted. All previously issued shares have been canceled. https://t.co/uHGR5l5FpN

https://t.co/E7JsZKkTSI

$ETHZ said at some point they were going to build a tokenization business on top of their ETH investments. It was positioned as if it would be a second vertical. However what is essentially happening is $ETHZ repositioning away from ETH investments to investing in tokenized

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NAV currently sits around $15/share. Stock at 35% discount. Short term: Hudson Bay will likely start closing out it’s short now it doesn’t have the convert, getting mNAV closer to 1 Longer term: Company is being fixed by shareholders. NAV could be restored higher through this.

Management and board have to resign after the HB debacle. These startup investments aren’t fooling anyone, no investor signed up for that. I’m ready to step in to board at least. I’m sure other large shareholders will too. @ManningCapital_ @Coins @Lomashuk @bpemble @avichal

I think I’ve figured out what’s going at $ETHZ and why they are acting this way. Somewhere along the way of building their DAT, @ETHZilla_ETHZ made a deal with Hudson Bay. It seems HB spotted an inexperienced finance team and got them to sign a deal where they’d be guaranteed

This is for @ETHZilla_ETHZ management. The string of investments you’ve made in Liquidity IO, Karus and worst of all Zippy shows you are unable or unwilling to respect your fiduciary duty. Whilst Liquidity IO was clearly overpaid but could somehow be justified, Zippy is

The Zippy deal however is horrendous. @ETHZilla_ETHZ essentially purchased 15% in an empty shell with stock it handed over at a 40% discount to NAV fully diluted. Shareholders won’t take this lying down. Immediate action will be taken. This is a clear breach of fiduciary

NAV/share now stands at ~15-16$/share. $ETHZ trading at a 40% discount to NAV. The Hudson Bay convert redemption was painful, it cut ~$5/share in NAV and is definitely not how I would have handled it, but it does remove further dilution risk, which on paper could have been

Today was already priced in. No need to panic $ETHZ. Do the math…

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https://t.co/05UP11e3JB

If there’s one person who can finish connecting the dots at $ETHZ it’s @avichal from @ElectricCapital Really hope he can get $ETHZ to understand there is no investment that can outperform a risk-free, instant 100% return that can be done by buybacks. And that Rudsill and the

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

$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

mNAV multiplier even lower today than it was yesterday. @ETHZilla_ETHZ how long are you going to wait to launch buybacks? Discount already nearing 55-60% here.

This shouldn’t be the main goal but it’s a strategy for shareholder value. We haven’t forgotten. @ETHZilla_ETHZ @capybaraReborn

$ETHZ shareholder vote coming up on December 16th. Here’s what to know. I will be voting NO. The vote is to remove a 20% cap on the amount of shares that can be issued to one group without approval. In theory this allows the Hudson Bay note to convert into equity if we get to

https://t.co/9iopCZOq2d