Beyond stock jumps after activist shareholder proposes blockchain asset spinoff

Published 23/07/2025, 20:08
© Reuters.

Investing.com -- Beyond Inc (NYSE:BYON) stock surged 7.2% following an open letter from activist investor Shay Capital urging the company to unlock value from its blockchain investments.

In the letter addressed to CEO Marcus Lemonis and the board, Shay Capital commended the turnaround of Beyond’s core operations but expressed concern over the lack of progress in monetizing the company’s Medici Ventures portfolio, particularly its direct stakes in tZero and GrainChain.

Shay Capital, describing itself as a significant shareholder, proposed several immediate actions to unlock shareholder value. The investor recommended creating a special purpose vehicle (SPV) for Beyond’s GrainChain stake, which would issue shares as a dividend to Beyond shareholders under the ticker "BYONS" on the NYSE.

Additionally, the activist proposed distributing a Contingent Value Right (CVR) to shareholders tied to the monetization of the broader Medici Ventures portfolio, to be traded under the ticker "BYONR."

The letter acknowledged recent progress, including management’s letter to the tZero board signaling the start of a monetization strategy, but pushed for more decisive action. Shay Capital noted that Beyond shareholders have invested over $400 million in these blockchain ventures over the past decade.

The investor also suggested that a successful tZero IPO or SPAC merger could provide significant capital to fuel Beyond’s growth strategy without dilutive financing, arguing that tZero is "far ahead of other blockchain companies going public at $1 billion+ valuations."

Shay Capital requested a detailed response from Beyond’s board within 10 business days outlining plans to address these proposals.

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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