Bitcoin News

Story: Sequans Sells Bitcoin Holdings, Refocuses on IoT Semiconductors After Tumultuous Year

By Steven Anderson

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From a 3,000 BTC Ambition to a Massive Liquidation. It all started in June 2025. Sequans announced a plan to raise $385 million—through a combination…

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Karam Puts Semiconductors Back at the Core. With the debt cleared, Sequans now presents itself as a company with an "almost debt-free balance…

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Sequans Communications is making a decisive move. The French company, which specializes in cellular IoT chips, has just repaid all of its remaining convertible debt—financed…

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There are still 658 BTC on the books. Sequans describes them as "fully unencumbered," meaning they are no longer pledged as collateral for any obligations.

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It all started in June 2025. Sequans announced a plan to raise $385 million—through a combination of debt and equity—to build a Bitcoin treasury.

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Starting in November 2025, when Bitcoin slid from an all-time high of over $126,000 to $80,000, Sequans began selling. First, 970 BTC in November. Then 125 BTC in February 2026.

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Shareholders who bought SQNS shares at the height of Bitcoin enthusiasm in July 2025 are facing losses of over 90%. Not exactly the kind of result you put in a press release.

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Karam said on Thursday: "We have strengthened our balance sheet, simplified our capital structure, and are now fully focused on expanding our IoT semiconductor business."

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Short. Direct. No nostalgia for Bitcoin.

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Read also: Kraken Bitcoin Vault Pulls $30 Million From 4,000 Wallets in 10 Hours

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Sequans is refocusing on its 4G LTE-M and Cat-1bis chipsets. These chips serve markets like smart metering, asset tracking, telematics, security, and industrial IoT.

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The 5G eRedCap platform—a next-generation cellular IoT standard—is presented as the long-term growth engine.

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No details on expected revenue volumes or engaged clients for these 5G products. The source remains vague on forward-looking figures.

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What is clear is that the simplified capital structure gives Sequans a cleaner position to pursue partnerships or contracts in industrial IoT—a sector where sales cycles are long…

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Sequans' Bitcoin episode will likely remain in the annals as an example of what can go wrong when a mid-cap tech company decides to turn its balance sheet into a speculative…

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