With the new year, we have updated some of our public company analyses to better reflect the current market. Historically, our threshold for adding new companies to our list is an enterprise value of $100M or greater. Based on that criterion, we have added WonderFi, the Canadian crypto exchange, and Sol Strategies, a Solana holding company analogous to MicroStrategy, based on Solana instead of Bitcoin.
Both companies have demonstrated strong momentum recently. Since WonderFi completed its reverse merger in July 2023 with Coinsquare and CoinSmart, it has increased its market cap from $84M to $156M today, up ~85% from before the merger. Sol Strategies, formerly known as Cypherpunk, changed its name and transitioned from a Bitcoin to a Solana holding company in September 2024. Since then, its value has increased from approximately $17M to a market cap of $523M.
In a similar vein, we have reclassified MicroStrategy from “Crypto Influenced” to “Crypto Investment Platforms.” When we first added MicroStrategy to our list in 2022, it held a substantial amount of Bitcoin on its balance sheet but remained primarily an operating tech company. Today, however, it has evolved into almost entirely a leveraged Bitcoin holding company, making it more fitting for the Crypto Investment Platforms category.