May 28th, 2025 | 07:05 CEST
OUT of defense, INTO crypto and quantum? RENK, Bitcoin Group, Strategy, and Credissential!
Defense stocks are unstoppable! RENK and Rheinmetall, among others, hit new all-time highs yesterday, with the entire defense sector on fire. The charts have already formed flagpole patterns. Crypto and quantum are also hot, but unlike defense, they are scalable. Credissential is one example of this. The tech company is currently still flying under the radar of most investors. However, with crypto, quantum, and AI, it aims to scale up in payment services and online car trading. If this succeeds during the current year, the stock could be a real bargain. Strategy – formerly Microstrategy – is valued higher than its own Bitcoin holdings, but investors seem to believe that CEO and industry star Michael Saylor can deliver outperformance. However, the Company is now facing a lawsuit. And what is the Bitcoin Group doing? The stock has jumped and forecasts have been exceeded, but...
time to read: 4 minutes
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Author:
Fabian Lorenz
ISIN:
RENK AG O.N. | DE000RENK730 , BITCOIN GROUP SE O.N. | DE000A1TNV91 , MICROSTRATEG.A NEW DL-001 | US5949724083 , CREDISSENTIAL INC | CA22535J1066
Table of contents:
"[...] Most of all we were on a mission to MAKE CRYPTOCURRENCY ACCESSIBLE [...]" Justin Hartzman, CEO, CoinSmart Financial Inc.
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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Credissential: Real-world applications for crypto, quantum computing, and AI
Credissential offers crypto, quantum computing, and AI all in one stock. This tech company is already intelligently integrating these themes into its software platforms and supplementing them through acquisitions. Double-digit million-dollar revenues could soon be achieved, with a market capitalization of less than CAD 5 million. For now? The past few weeks have given a taste of what can happen once the stock is discovered. From mid-April to mid-May, the stock shot up from CAD 0.02 to CAD 0.55. With the current setback to CAD 0.03, the Company is valued at under CAD 5 million, offering an exciting entry opportunity.
Credissentials' Antenna payment platform for digital transactions sets new standards for security and data protection with blockchain and quantum encryption. After Privy Wallet for cryptocurrency payments was integrated into the platform, CoinCmply has now been acquired. This is a specialist in crypto tax compliance. It allows users to track their crypto transactions, calculate gains and losses, and generate the necessary tax reports across different crypto exchanges and wallets. Based on CoinCmply, Credissential plans to introduce additional features and offerings in the coming months to appeal to new customer groups.
Credissential also uses the Antenna payment platform for its second mainstay: DealerFlow. With this app, the Company aims to conquer a billion-dollar market in the US starting this year. It should be able to achieve annual revenues in the double-digit million range relatively quickly.
The DealerFlow app is designed to enable the approximately 60,000 independent car dealers in the US to compete in online retail. In the app, dealers can not only list their vehicles but also network with one another. This allows dealers to access the inventory of connected dealers online and offer those vehicles to their own customers on-site. With a successful sale, both dealers earn a commission - and Credissential also earns a cut. Additionally, Credissential aims to generate revenue by brokering insurance and financing. If each dealer generates just USD 2,000 per month – the Company estimates significantly more – then 500 dealers would already generate USD 12 million annually. Given a total market of 60,000 dealers, this seems realistic. As a platform company, margins should be high, making the current valuation of less than CAD 5 million appear anything but expensive.
Strategy buys Bitcoin and faces lawsuit
Bitcoin bull Michael Saylor has struck again. His company Strategy – recently renamed from Microstrategy – has invested another USD 427 million in Bitcoin. This means the Company now has a total of 580,250 Bitcoin. At a current price of USD 110,000, the holdings are worth USD 63.8 billion. As usual, the stock is trading higher. Strategy's market capitalization is USD 101 billion. Saylor's appetite for Bitcoin is, of course, not yet satisfied. A new capital increase was announced last week. Through the issuance of preferred shares, up to USD 2.1 billion is expected to be raised. The intended use of the funds is clear: to purchase Bitcoin.
However, Strategy shares fell sharply last week. On Friday alone, they dropped by more than 7% at one point. The reason is a class action lawsuit against Strategy's management. It is alleged to have made false statements about its expected profitability, the various risks associated with Bitcoin volatility, and the extent of its losses. Strategy announced that it intends to defend itself against the lawsuit. The lawsuit likely should not be overemphasized. Yesterday, the share price rose again. Ultimately, the performance of Bitcoin remains decisive for the share price.
Bitcoin Group: Forecast exceeded, but...
Bitcoin Group shares have gained around 68% since the beginning of April. Unlike Bitcoin, however, the German cryptocurrency trading platform's stock is still far from its all-time high at a price of EUR 47. In the summer of 2024, the stock was trading at around EUR 70; in December 2020, it exceeded EUR 70.
The Company recently announced that, based on preliminary figures, it had exceeded its forecast for 2024. According to this, revenue rose by around 20% to EUR 9.3 million. Revenues were expected to remain unchanged. With an increase in EBITDA from EUR -1.8 million to EUR 1.7 million, the Company is also slightly above target.
At the beginning of the week, Bitcoin Group announced that Per Hlawatschek would be stepping down from the Company's Executive Board with immediate effect. He was previously Chief Information Officer at the crypto trading platform. Supervisory Board Chairman Alexander Müller thanked Hlawatschek: "Per Hlawatschek has contributed significantly to the successful positioning of Bitcoin Group SE in the digital asset market through his innovative strength and expertise. We thank him for his commitment and wish him all the best for his professional and personal future." There are currently no plans to fill the position, as the tasks will be taken over by the existing members of the management team.
There is currently no urgent need to buy Bitcoin Group shares. The trading platform appears to have lost ground to its national and international competitors. Growth is modest, and the Company's crypto holdings are hardly expanding. In contrast, Credissential is likely to grow strongly in the coming years thanks to AI, quantum computing, and blockchain. If the DealerFlow app is as well received as the Company expects, the stock has the potential to multiply in value. This could happen very quickly. Strategy is essentially a lever on Bitcoin – with all the opportunities and risks that entails. The potential for setbacks is considerable should the capital market one day no longer be willing to accept a premium between the market capitalization and the value of the Bitcoin holdings.
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