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ETHZilla Sells $74.5 Million in Ether to Redeem Debt as Stock Drops on Strategy Pivot

The proceeds go to early redemptions of senior secured convertible notes, signaling a move from a crypto‑treasury story to revenue from tokenized real‑world assets.

Overview

  • An SEC Form 8‑K shows ETHZilla sold 24,291 ETH for roughly $74.5 million at an average of about $3,068 between Dec. 12 and Dec. 19.
  • Funds are earmarked for early redemption of senior secured convertible notes, with repayments scheduled for Dec. 24 and Dec. 30, 2025.
  • Following the sale, the company reports holding approximately 69,800 ETH on its balance sheet.
  • ETHZilla discontinued its mNAV dashboard and says future valuation emphasis shifts to operating revenue from RWA tokenization, with periodic balance‑sheet updates to continue.
  • The company may pursue additional ETH sales or equity offerings; shares fell about 9% on Dec. 22 after the disclosure, following a prior $40 million ETH sale in October.