{"id":8169,"date":"2025-11-13T05:11:11","date_gmt":"2025-11-13T05:11:11","guid":{"rendered":"https:\/\/bitcotasks.com\/blog\/vivopower-is-accumulating-xrp-exposure-at-84-off-heres-how\/"},"modified":"2025-11-13T05:11:11","modified_gmt":"2025-11-13T05:11:11","slug":"vivopower-is-accumulating-xrp-exposure-at-84-off-heres-how","status":"publish","type":"post","link":"https:\/\/bitcotasks.com\/blog\/vivopower-is-accumulating-xrp-exposure-at-84-off-heres-how\/","title":{"rendered":"VivoPower Is Accumulating XRP Exposure At 84% Off: Here\u2019s How"},"content":{"rendered":"<p>VivoPower International\u2019s evolving \u201cdigital asset treasury\u201d blueprint took center stage in New York this week as Adam Traidman, the company\u2019s Chairman of the Board of Advisors and a former Ripple board member, sketched out what he called a \u201cDAT 2.0\u201d or \u201canti-DAT\u201d playbook to accumulate XRP at a steep discount while simultaneously extracting on-chain yield.<\/p>\n<p>Speaking at the XRP Meetup NYC in the run-up to Ripple\u2019s Swell conference\u2014and in remarks shared via a clip by Crypto Eri (@sentosumosaba) on X\u2014Traidman argued that the publicly listed \u201cdigital asset treasury companies\u201d which ran hot earlier this year are now trading like the investment-trust boom-and-bust of the early 2000s.<\/p>\n<p>\u201cIn the last 60 days or so, we&#8217;ve seen several and many, actually, of the digital asset treasury companies collapse. A lot of the stocks have been down by 80%, 90%. This is reminiscent of what we saw in the early 2000s\u2026 Initially, they traded at much higher to their net asset value. And eventually, they collapsed completely. And those companies are not publicly traded anymore. To be totally honest, the same thing is happening with DAT companies right now.\u201d<\/p>\n<blockquote class=\"twitter-tweet\">\n<p dir=\"ltr\" lang=\"en\">DATs are collapsing, according to the former <a href=\"https:\/\/twitter.com\/Ripple?ref_src=twsrc%5Etfw\" rel=\"nofollow noopener\" target=\"_blank\">@Ripple<\/a> board member.<\/p>\n<p>VIVOPOWER has been BUYING <a href=\"https:\/\/twitter.com\/search?q=%24XRP&amp;src=ctag&amp;ref_src=twsrc%5Etfw\" rel=\"nofollow noopener\" target=\"_blank\">$XRP<\/a> exposure at 84% OFF by purchasing shares in <a href=\"https:\/\/twitter.com\/Ripple?ref_src=twsrc%5Etfw\" rel=\"nofollow noopener\" target=\"_blank\">@Ripple<\/a>.<\/p>\n<p>With the new Ripple $40B Valuation, the XRP discount is effectively 59% off.<\/p>\n<p>VivoPower Strategy explained here:\u2026 <a href=\"https:\/\/t.co\/ypSrGAgRsC\" rel=\"nofollow\" target=\"_blank\">pic.twitter.com\/ypSrGAgRsC<\/a><\/p>\n<p>\u2014 <img decoding=\"async\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/16.0.1\/72x72\/1f338.png\" alt=\"\ud83c\udf38\" class=\"wp-smiley\" style=\"height: 1em;max-height: 1em\" \/>Crypto Eri ~ Carpe Diem (@sentosumosaba) <a href=\"https:\/\/twitter.com\/sentosumosaba\/status\/1988528692113653804?ref_src=twsrc%5Etfw\" rel=\"nofollow noopener\" target=\"_blank\">November 12, 2025<\/a><\/p>\n<\/blockquote>\n<h2>The XRP Treasury Company 2.0<\/h2>\n<p>The response, he said, is a second-generation construct that acquires underlying exposure at a discount instead of paying token spot. \u201cWhat we are doing at VivoPower, and what I think the future is, is this sort of second generation of DATs. I call it a DAT 2.0 strategy. Some folk call it an anti-DAT strategy, which is, instead of buying the net asset at spot price, you buy the net asset at a massive discount.\u201d<\/p>\n<p>Related Reading: XRP To $10? Analyst Reveals What Could Be The Spark<\/p>\n<p>He used Bitcoin to illustrate how unusual an \u201c80% off\u201d entry actually is\u2014mining might lower unit cost by 20\u201330%, but not by 80%. \u201cHow would you buy Bitcoin at an 80% discount today? You can\u2019t\u2026 You might mine it\u2026 and then you might be able to get it at a 20%, 30% discount by mining it\u2026 But how the hell are you going to get it for 80% off?\u201d<\/p>\n<p>The answer, in VivoPower\u2019s case, is tied to Ripple. As Traidman put it, there is a unique linkage between a private company and the crypto asset that enables discount capture through corporate financing structures rather than on-exchange purchases. \u201cThere\u2019s 25 million cryptocurrencies on coinmarketcap.com. There\u2019s only one that is tied to a private company that is severely undervalued in terms of its share price, and that\u2019s XRP, because of Ripple, right? And so that\u2019s the opportunity that we are taking advantage of.\u201d<\/p>\n<p>This is the core ordering of operations in his remarks: first, acquire XRP exposure at a claimed \u201c84% off\u201d via mechanisms that revolve around Ripple\u2019s equity and related look-through economics; second, put the resulting XRP to work on yield networks. Flare sits explicitly in the second step. \u201cAnd then we work with our partners, like Flare, in order to generate yield on those XRP assets. And so that\u2019s essentially buying XRP basically 84% off, and then investing it onto networks like Flare in order to generate a yield.\u201d<\/p>\n<p>By emphasizing the sequencing\u2014discounted acquisition tied to Ripple first, yield generation on Flare second\u2014Traidman also addressed why this model does not rely on the market assigning a premium to the operating company. \u201cSo it\u2019s like a DAT 1.0 plus the 2.0 strategy, right? And so the companies in this model don\u2019t even need to trade at a premium to MNAV, like Saylor\u2019s MicroStrategy does, because by default, they\u2019re making money on day one. T plus one second, every dollar that gets put into our company gets a forex return, right? That\u2019s only available when you can buy the net asset at a discount.\u201d<\/p>\n<p>At press time, XRP traded at $2.44.<\/p>\n<p><img decoding=\"async\" data-recalc-dims=\"1\" loading=\"lazy\" class=\"size-full wp-image-852791\" src=\"https:\/\/www.newsbtc.com\/wp-content\/uploads\/2025\/11\/XRPUSDT_2025-11-12_13-43-15.png?resize=1024%2C473\" alt=\"XRP price\" width=\"1024\" height=\"473\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>VivoPower International\u2019s evolving \u201cdigital asset treasury\u201d blueprint took center stage in New York this week as Adam Traidman, the company\u2019s Chairman of the Board of Advisors and a former Ripple board member, sketched out what he called a \u201cDAT 2.0\u201d or \u201canti-DAT\u201d playbook to accumulate XRP at a steep discount while simultaneously extracting on-chain yield.&hellip;<\/p>\n","protected":false},"author":1,"featured_media":8170,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[361],"tags":[151,3961,150,326,327,1047],"class_list":["post-8169","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-xrp-news","tag-ripple","tag-vivopower","tag-xrp","tag-xrp-news","tag-xrp-price","tag-xrp-price-news"],"_links":{"self":[{"href":"https:\/\/bitcotasks.com\/blog\/wp-json\/wp\/v2\/posts\/8169","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bitcotasks.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bitcotasks.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bitcotasks.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bitcotasks.com\/blog\/wp-json\/wp\/v2\/comments?post=8169"}],"version-history":[{"count":0,"href":"https:\/\/bitcotasks.com\/blog\/wp-json\/wp\/v2\/posts\/8169\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bitcotasks.com\/blog\/wp-json\/wp\/v2\/media\/8170"}],"wp:attachment":[{"href":"https:\/\/bitcotasks.com\/blog\/wp-json\/wp\/v2\/media?parent=8169"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bitcotasks.com\/blog\/wp-json\/wp\/v2\/categories?post=8169"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bitcotasks.com\/blog\/wp-json\/wp\/v2\/tags?post=8169"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}