Crypto Treasury Companies Are Bullish on Bitcoin and XRP. But Don't Invest.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 07 2025
0mins
Source: NASDAQ.COM
Crypto Treasury Companies: A new trend in the market involves companies accumulating cryptocurrencies like Bitcoin and XRP on their balance sheets to provide investors with indirect exposure, but many of these firms may struggle to survive due to lack of competitive advantage and economic moat.
Investment Considerations: Investing in crypto treasury businesses may not be safer than holding the coins directly, as they come with management fees and execution risks; thus, buying and holding the actual digital assets could be a more prudent strategy.
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Analyst Views on VVPR
About VVPR
VivoPower International PLC is a sustainable energy solutions company. It focuses on electric solutions for customized and ruggedized fleet applications, battery and micro grids, solar and critical power technology and services. Its segments include Electric Vehicles, Sustainable Energy Solutions, Solar Development, Digital Assets and Corporate Office. The Electric Vehicles segment is represented by Tembo e-LV B.V. (Tembo), a Netherlands-based specialist battery-electric and off-road vehicle company delivering electric vehicles (EVs) for mining and other rugged industrial customers. The Sustainable Energy Solutions segment involves the design, evaluation, sale, and implementation of renewable energy infrastructure to customers, both on a standalone basis and in support of Tembo EVs. The Solar Development segment is represented by Caret LLC in the United States, which also includes the segment of Digital Assets being digital revenue streams from digital asset mining activities.
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.
VivoPower to Present Strategic Shift at Virtual Conference
- Conference Schedule: VivoPower will present its main presentation at the Noble Capital Markets Emerging Growth Virtual Conference on February 5, 2026, at 3:30 PM ET, led by Executive Chairman and CEO Kevin Chin and Chief Investment Officer Alex Cuppage, which is expected to attract significant investor interest.
- Strategic Focus: The presentation will highlight the company's recent acquisitions, including a 25MW data center platform in the UAE and land with power rights in Finland, showcasing its 'Power-to-X' strategy aimed at developing and owning low-cost sustainable land and data center infrastructure for AI applications.
- Investor Engagement: Attendees can register for free to view the live presentation via the Noble Conference Registration Portal, with a video webcast available post-event on the company's website and Channelchek for 90 days, enhancing investor interaction and transparency.
- Business Diversification: VivoPower is also in the process of spinning out or divesting its business units, including Tembo, Caret Digital, and Vivo Federation, demonstrating a diversified development strategy in sustainable energy solutions to enhance overall market competitiveness.
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VivoPower (VVPR) Acquires OGDC Ltd., Securing 291 MW of Strategic Land
- Acquisition Details: VivoPower has agreed to acquire OGDC Ltd. for approximately $13 million in cash and contingent convertible preference shares, securing 291 MW of strategic land expected to be grid-connected within 12 months to support AI data centers.
- Economic Benefits: The renewable hydropower acquired at sub-4¢/kWh significantly enhances the economics of high-density AI training and inference, bolstering VivoPower's competitive position in the renewable energy market.
- Management Integration: VivoPower's Executive Chairman and CEO Kevin Chin stated that this agreement not only provides an initial portfolio of powered land but also brings OGDC's experienced team to facilitate the rollout of the project effectively.
- Market Reaction: Despite the strategic advantages of the acquisition, VivoPower's stock fell 7.6% in pre-market trading, reflecting cautious investor sentiment and short-term reactions to the deal.
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