Bakkt stock tumbles on Trump Media’s fintech move

Published 29/01/2025, 17:22
© Reuters.

Investing.com -- Shares of Bakkt Holdings (NYSE:BKKT) plummeted 28% following the announcement from Trump Media and Technology Group Corp. (Nasdaq:DJT) of its expansion into financial services, which includes a partnership with Charles Schwab (NYSE:SCHW) for the launch of Truth.Fi, a new financial services and FinTech brand.

Short seller Ningi Research commented on the decline, stating, "We are short $BKKT. The thesis is straightforward—no need for a detailed report. With $DJT partnering with Charles Schwab, any potential acquisition of $BKKT is off the table. The recent spike in $BKKT’s share price was purely driven by acquisition rumors."

The press release from Trump Media detailed the company’s strategy to diversify its cash reserves by investing up to $250 million, potentially including Bitcoin and crypto-related securities. The move is seen as a direct competition to Bakkt Holdings, which offers a digital asset marketplace. The announcement has led to investor concerns over Bakkt’s future growth prospects and competitive positioning.

TMTG CEO and Chairman Devin Nunes expressed enthusiasm for the expansion, saying, "We look forward to launching Truth.Fi, introducing TMTG’s investment vehicles, and unlocking synergies. Truth.Fi is a natural expansion of the Truth Social movement."

The market’s reaction to the news reflects skepticism about a takeover of Bakkt by Trump Media. With the launch of Truth.Fi slated for 2025, Bakkt Holdings may face increased pressure to innovate and differentiate its offerings in the coming years.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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