According to @JasonSoraVC, Sora Ventures has invested in Nakamoto as its only external DAT play beyond its in-house efforts, source: @JasonSoraVC on X, Aug 15, 2025. This confirms the firm’s DAT exposure is concentrated in Nakamoto, which clarifies venture flow positioning for sector-focused traders, source: @JasonSoraVC on X, Aug 15, 2025.

According to @JasonSoraVC, investors should only buy Nasdaq:Sora if they specifically want exposure to an Asia-based Bitcoin (BTC) treasury, framing Sora as a BTC-treasury proxy for that niche exposure, source: @JasonSoraVC, X, Aug 15, 2025. According to @JasonSoraVC, otherwise traders should focus on Nakamoto as the preferred core allocation rather than Sora, source: @JasonSoraVC, X, Aug 15, 2025.

According to @rovercrc, Nakamoto CEO David Bailey said he will "smash buy" $1 billion worth of Bitcoin (BTC) tomorrow, creating imminent headline risk for BTC traders, source: @rovercrc on X dated Aug 11, 2025. According to @rovercrc, the post provides no execution venue, order type, or precise timing, leaving key market-impact variables undisclosed, source: @rovercrc. According to @rovercrc, no independent verification or follow-up details are included in the post, so traders may need to monitor the stated window for any confirmation or on-exchange prints, source: @rovercrc. According to @rovercrc, given the single-day timing of the claim ("tomorrow"), traders can tactically watch BTC spot order flow, basis, and funding around that window to gauge potential impact, source: @rovercrc.

According to Michael Saylor (@saylor), one @Nakamoto is valued at a million Bitcoin, as stated in his Twitter post on May 13, 2025 (source: Twitter). While this statement appears to be hyperbolic or symbolic, Saylor’s commentary has historically influenced Bitcoin sentiment and market trading activity. Traders should note that such high-profile endorsements or statements can drive speculative interest and short-term volatility in the Bitcoin and broader cryptocurrency markets, especially when coming from prominent figures in the sector.

According to @DavidFBailey, Founder and CEO of Nakamoto, the company aims to become the first publicly traded conglomerate designed to accelerate the integration of Bitcoin into public and private balance sheets (source: Michael Saylor via Twitter; businesswire.com/news/home/2025). This strategic focus positions $KDLY as a potential leader in corporate crypto adoption, which could drive institutional demand for Bitcoin and influence broader market sentiment. Traders should monitor $KDLY’s moves closely, as increased Bitcoin holdings by public entities typically correlate with positive price action and volatility across the crypto market.