TLDR
- GDC rallies 11.7% as board weighs BTC sales plan to help fund $100M buyback
- 7,500 BTC treasury may be tapped in stages, giving management full timing control
- Bitcoin stash dwarfs market cap, widening the valuation gap driving trader interest
- Unrealized BTC losses mount, but buyback plan aims to offset prior share weakness
- AI and livestreaming units expand as crypto treasury supports capital flexibility
GD Culture Group Limited reported fresh momentum on Wednesday as the board approved a plan that may include selling part of its large bitcoin reserve. The stock traded higher as the market reacted to the renewed focus on capital returns and balance sheet management. The move marked a major shift as the company positioned itself to use digital asset holdings to support share repurchases.
Bitcoin Reserve Strategy Reshapes Capital Plan
GD Culture Group advanced its capital plan after the board authorized management to sell a portion of its 7,500 bitcoin reserve. The company acted to reinforce its previously announced $100 million stock repurchase program. The authorization created a flexible framework as management retained full control over timing and execution.
The firm noted that it may complete the transactions in several stages and could modify the plan when needed. The board also emphasized that no fixed sale requirement exists and that disposal volumes would depend on corporate priorities. The strategy provided optionality and addressed shifting market conditions for both digital assets and equity pricing.
GD Culture acquired its bitcoin reserve through a share exchange linked to the purchase of Pallas Capital’s assets. The transaction increased the firm’s digital asset exposure and expanded its long-term treasury approach. The current reserve is worth about $497 million and placed the company among the largest public holders of bitcoin.
Stock Performance Strengthens During Corporate Shift
GD Culture Group traded at $3.7205 with an intraday gain of 11.73% as the plan gained attention. The stock briefly moved near the $3.90 level before stabilizing as traders evaluated the strategic update. The company benefited from renewed interest as its asset base far exceeded its current equity value.
GD Culture Group Limited, GDC
The market saw the latest action as part of a broader shift toward balance sheet optimization during a period of digital asset weakness. Bitcoin’s decline over recent months pressured the company’s unrealized position and reduced the value of its treasury. The recent drop left the digital asset reserve almost 41% below its total acquisition cost.
GD Culture’s repurchase program aimed to counter earlier stock weakness and highlight the company’s underlying asset strength. The market capitalization stands near $210 million while the bitcoin reserve greatly exceeds that figure. This created a notable valuation gap that continued to shape interest in the stock.
Corporate Operations Continue Expansion While Digital Assets Support Growth
GD Culture Group operates through AI Catalysis and Shanghai Xianzhui Technology, and it continues expanding digital human and livestreaming platforms. The operational network supports multiple markets and remains central to the company’s broader technology strategy. The firm strengthened its focus on AI-powered content systems as part of its long-range development plan.
The latest financial report showed improved results with net income reaching $9.6 million for the first nine months of 2025. The shift marked a clear turnaround from the $14.1 million net loss recorded during 2024. The improvement aligned with stronger performance in digital commerce operations.
The company previously issued up to $300 million in shares to support its crypto treasury strategy during 2025. That plan also included purchases of bitcoin and the TRUMP memecoin as part of its asset diversification. The firm remains one of the fifteen largest public bitcoin holders and continues using this reserve to reinforce corporate flexibility.





