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Mega Matrix Files $2 Billion Shelf to Build ENA-Focused DeFi Treasury

The registration would let the NYSE-listed firm raise capital over three years to fund a governance-driven strategy in Ethena’s USDe ecosystem.

Overview

  • The Form F-3 universal shelf would permit Mega Matrix to issue up to $2 billion in equity, debt or warrants over three years, with terms set in later prospectuses.
  • Proceeds are earmarked for a DeFi Asset Treasury intended to accumulate Ethena’s ENA governance token and build voting power in the protocol.
  • The company says it aims to be the first public firm to anchor a digital-asset treasury in stablecoin governance by concentrating on ENA.
  • Shares fell on the news, dropping as much as about 6% intraday before trimming losses, with earlier data showing a 3.83% decline to $1.75.
  • The filing’s scale contrasts with the firm’s roughly $113 million market value, as Ethena reports USDe near $12.5 billion and over $500 million in cumulative interest while some analysts warn of CDO-like risks in yield-bearing designs.