October 6th, 2025 | 07:25 CEST
+38% for Plug Power! Bitcoin season is now underway! Strategy, Bitcoin Group and newcomer Nakiki!
Up 38% on Friday and 500% since May! Plug Power is simply unstoppable right now. Analysts have once again expressed positive views on the hydrogen pure play, and more and more short sellers are getting burned. Experts see even higher prices ahead. Bitcoin is also facing golden months. After all, the traditionally strongest season for the cryptocurrency is now beginning. This means that Nakiki's repositioning comes at the right time. The first German Bitcoin treasury company is being established. The peer group from abroad shows that investors can achieve massive price gains, especially in the early stages. But what about Bitcoin Group? Has its business model failed?
time to read: 4 minutes
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Author:
Fabian Lorenz
ISIN:
PLUG POWER INC. DL-_01 | US72919P2020 , BITCOIN GROUP SE O.N. | DE000A1TNV91 , NAKIKI SE | DE000WNDL300
Table of contents:
Author
Fabian Lorenz
For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.
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Bitcoin treasury companies: Over 100% possible in just a few weeks
Bitcoin treasury companies are like a leveraged play on Bitcoin for investors. The pioneer is Strategy (formerly MicroStrategy) from the US. Under its flamboyant CEO, the Company has evolved from a software firm into the largest Bitcoin holder after the founder of the cryptocurrency, Satoshi Nakamoto. The result: the Strategy share has outperformed Bitcoin itself. Over the past 5 years, Strategy shares have gained 2,300%, while Bitcoin has gained "only" 990%. The recipe for success: buy Bitcoin by issuing shares and bonds - and never sell.
This successful strategy has been copied worldwide. Among others, there are Bitcoin treasury companies in Japan (Metaplanet), France (Capital B), the UK (The Smarter Web Company), and Brazil (Méliuz). What is striking is that the most significant price increases occur around the first Bitcoin purchases. Shareholders were able to achieve returns of over 100% in just a few weeks. Nakiki SE now offers exactly this opportunity in Germany.
Nakiki shares offer opportunity for outperformance in Q4
Nakiki SE is currently being transformed to become the first German Bitcoin treasury company. The starting signal is expected soon with a bond issuance, after which the proceeds will be used to purchase the first Bitcoins. Nakiki shares are currently trading at around EUR 0.70, meaning that investors still have the opportunity to get in early.
Nakiki has brought together a strong team of capital market and Bitcoin experts. CEO Andreas Wegerich is himself one of Nakiki's major shareholders and therefore has a keen interest in ensuring that the entry into the Bitcoin market is successful. To this end, he has brought Marc Guilliard, one of Germany's leading Bitcoin experts, on board. Wegerich himself is an experienced investment banker and has executed stock and bond transactions worth almost EUR 2 billion over the past decades. In addition to Bitcoin purchases, targeted investments in companies from the Bitcoin universe are also planned. The income from these investments will be used to cover running costs and interest payments. Negotiations are already underway with the blockchain company Companexis and the financial portal TopStonks.
The entry into the US companies would also be ideal preparation for the planned IPO in the US. This could take place as early as the first quarter of 2026.
Bond issuance, Bitcoin purchases, equity investments, a US listing - and all this during the prime Bitcoin season - points to a rising share price for Nakiki.
Bitcoin Group: Business model failed?
While there is much to suggest that Nakiki's share price will rise, Bitcoin Group appears to have run out of steam. With bitcoin.de, it was a pioneer in crypto trading in Germany, but the marketplace seems to have been evolving for years. At EUR 40, the share is currently trading lower than during the Bitcoin hype in 2017. At that time, it rose to EUR 78. Even in 2021, the share price was EUR 71. It is not clear why the underperformance compared to Bitcoin should change.
In the first half of 2025, the Company even slipped into the red due to declining sales. In the meantime, the Company has recognized the need for repositioning and aims to replace the existing peer-to-peer marketplace bitcoin.de with a completely new, modern trading platform based on a broker model. However, it is debatable whether this step comes too late.
Plug Power: Incredible resurrection
The fact that it is a good sign when management holds shares in its own company is evident not only at Nakiki but also at Plug Power. Just a few months ago, the US company was considered a candidate for insolvency. The stock became a penny stock and fell to EUR 0.62. But then came the resurrection of the hydrogen pure play. Last Friday alone, the share price shot up 38% and is now trading at EUR 3.30. Since its low in May, the share price has risen by an impressive 500%. The Company's market capitalization is back at USD 4.5 billion.
The stock market appears to believe again that the Company can build a profitable business model in the hydrogen market. Analysts are regaining confidence. Craig-Hallum initially raised its price target for Plug shares from USD 2 to USD 4. On Friday, H.C. Wainwright went one better, with analysts believing the stock could even reach USD 7. Previously, the price target was USD 3. They see Plug Power as a winner in the growing demand for energy due to the massive expansion of data centers. Siemens Energy shareholders know very well how strongly this issue can drive a stock.
Plug Power and Nakiki show that it does not always have to be defense to excite investors. The penny stock Plug Power has doubled in value within just a few weeks. A similar development could be in store for Nakiki. Bond issuance, Bitcoin purchases, corporate investments, and a US listing – all within the strongest Bitcoin season point to a rising Nakiki share price. In contrast, Bitcoin Group's operational business model appears to have failed.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.
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