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    John Sodaro

    Managing Director and Senior Equity Research Analyst at Needham & Company

    John Sodaro is a Managing Director and Senior Equity Research Analyst at Needham & Company, specializing in life sciences and medical technology sectors. He covers leading companies such as TransMedics Group, ReWalk Robotics, and Motus GI, providing actionable investment insights with a strong focus on medical devices and digital health. With over two decades of industry experience, Sodaro began his career at Morgan Stanley and previously held key research roles at Ladenburg Thalmann and Sidoti & Company before joining Needham. He is FINRA-registered, holding Series 7, 63, 86, and 87 securities licenses, and is recognized for his detailed, data-driven research and in-depth industry knowledge.

    John Sodaro's questions to Canaan (CAN) leadership

    John Sodaro's questions to Canaan (CAN) leadership • Q2 2025

    Question

    John Sodaro of Needham & Company asked for details on the Bitcoin treasury strategy, the potential for the stock to gain a premium similar to other Bitcoin-holding companies, and any plans to generate yield from its crypto assets.

    Answer

    CFO Jin James Chang outlined a conservative treasury strategy focused on safety, long-term value, and liquidity. He mentioned using Bitcoin for collateralized financing to fund operations, placing assets in interest-bearing accounts, and evaluating derivative strategies. He emphasized that their vertically integrated model allows them to grow reserves through multiple channels, including mining and direct purchases.

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