Arkham Intelligence Analyst Confirms Trump Media Offered $175 Million in Bitcoin as Collateral
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 28 2026
0mins
Should l Buy DJT?
Source: stocktwits
Bitcoin Transfer and Hedge Structure: Trump Media's recent transfer of 2,000 BTC was part of a hedge structure requiring the removal of digital assets from its balance sheet due to loss of control, as indicated by Arkham analyst Emmett Gallic.
Decline in Bitcoin Holdings: The company's Form 10-K filing revealed a decline in Bitcoin holdings from 11,542 BTC to 9,542 BTC during the reporting period, reflecting the pledged collateral arrangement.
Collaboration Plans: Trump Media disclosed plans to collaborate with TA E Technology Inc. and Texas Ventures Acquisition III Corp. to spin off Truth Social into a publicly traded entity.
Stock Performance and Market Sentiment: Trump Media's stock (DJT) has fallen over 40% in the last six months, with retail sentiment remaining neutral, despite suspicions of market manipulation related to stock trading.
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Analyst Views on DJT
About DJT
Trump Media & Technology Group Corp. (TMTG) is a social media and technology-focused company. The Company's product, Truth Social, is a social media platform where any user can create content, follow other users and engage in an open global conversation. The Company does not restrict whom a user can follow. Additionally, users can be followed by other users without requiring a reciprocal relationship, enhancing the ability of its users to reach a broad audience. Its products and services include Truth Social and Truth+. TMTG operates a TV streaming platform, Truth+, across the entire Truth Social platform-iOS, Android, and the Web. The streaming service relies on TMTG's custom-built content delivery network (CDN), which operates through a data center. TMTG's streaming technology is powered through specially designed infrastructure with its own servers, routers, and software stack. The Company is also focused on launching Truth.Fi, a financial service and FinTech brand.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Potential Conflict Escalation: Trump warned that Iran would be hit very hard if fighting continues, which could lead to heightened tensions in the region and possibly trigger broader military conflicts.
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- Congressional Pressure: During the hearings, Noem faced intense scrutiny from lawmakers, particularly regarding the handling of the advertising contract, suggesting her support within the party is waning.
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