{"filings":[{"id":2917198,"accession_number":"0001213900-26-100751","cik":2080215,"company_name":"StableCoinX Inc.","ticker":"USDE","form_type":"8-K","filed_at":"2026-09-17T12:00:32+00:00","items":["1.01","9.01"],"status":"ready","headline":"StablecoinX secures permanent ENA token lock-up waiver effective Oct 5, 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Ethena parties permanently waive all lock-ups, vesting, and unlocking on ENA held by StablecoinX, including 48-month PIPE contractual lock-up.","Waiver effective October 5, 2026, aligning with lock-up release date already announced for other ENA token holders.","New framework allows StablecoinX to sell ENA for working capital/strategic needs with 5-business-day notice; Foundation has right of first refusal.","Foundation's prior written consent still required for non-funding sales; waiver does not affect legal, regulatory, or staking obligations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2725876,"accession_number":"0001213900-26-097877","cik":2080215,"company_name":"StableCoinX Inc.","ticker":"USDE","form_type":"8-K","filed_at":"2026-09-08T13:25:40+00:00","items":["5.02","9.01"],"status":"ready","headline":"StablecoinX appoints Christopher Jensen as CEO; Edward Chen becomes Chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Edward Chen resigns as CEO effective Sept 8, 2026, remains Chairman; not due to disagreement.","Christopher Jensen appointed CEO and director, effective Sept 8, 2026; ex-Franklin Templeton digital asset lead.","Jensen employment: $450k base, bonus target 150% max 200%, severance 1.5x base or 2.5x on change in control.","CFO Young Cho gets employment agreement: $300k base, bonus target 100% max 150%, severance terms.","Company holds ~3.03B ENA tokens (~20% supply), largest corporate holder."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2439676,"accession_number":"0001213900-26-093069","cik":2080215,"company_name":"StableCoinX Inc.","ticker":"USDE","form_type":"8-K","filed_at":"2026-08-24T20:30:28+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"StablecoinX restructures $6.9M SPAC promissory notes into cash and two tranches of warrants","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Agreement dated Aug 21, 2026 with former SPAC sponsors (TLGY Sponsors, CPCSO, CPCSO Parallel) to restructure ~$6.9M Prior Notes.","Payment: 5% cash, 47.5% in Tranche A warrants at $1.00 each (exercise $11.50), 47.5% in Tranche B warrants at $0.75 each (exercise $15.00).","Warrants exercisable 30 days post-issuance; Tranche A expire June 25, 2031, Tranche B expire eight years after issuance; cashless exercise while held by sponsors.","Sponsors waive all claims on Prior Notes; notes cancelled after cash and warrants delivered; warrants unregistered under Section 4(a)(2)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2254716,"accession_number":"0001213900-26-089504","cik":2080215,"company_name":"StableCoinX Inc.","ticker":"USDE","form_type":"8-K","filed_at":"2026-08-14T13:12:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"StablecoinX reports Q2 2026: ENA treasury ~3B tokens, $232.6M assets, $62k revenue","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Completed business combination with TLGY on June 25, 2026; shares began trading on Nasdaq as USDE/USDEW June 26, 2026.","ENA treasury ~3.0B tokens (284.95M from Ethena Foundation, ~2.75B from PIPE) valued at $218.4M as of June 30, 2026.","Total assets $232.6M: $18.9M cash, $212.9M digital intangible assets (ENA at cost less impairment).","Revenue from Infrastructure Services $62,372 in last two weeks of June; DVN surpassed $3B cumulative cross-chain volume.","Launched StablecoinX Harness platform July 2, 2026; signed first client July 10, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1396557,"accession_number":"0001213900-26-074559","cik":2080215,"company_name":"StableCoinX Inc.","ticker":"USDE","form_type":"8-K","filed_at":"2026-07-02T01:57:43+00:00","items":["1.01","2.01","5.06","5.02","3.02","3.03","5.01","5.03","5.05","9.01"],"status":"ready","headline":"StablecoinX completes SPAC merger with TLGY, raises ~$893M PIPE, begins trading on Nasdaq","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed business combination with TLGY Acquisition Corp. on June 25, 2026; now publicly traded on Nasdaq under USDE and USDEW.","PIPE investment of ~$893M, including ~$349M in ENA tokens and ~$544M in cash, from institutional investors.","Ethena OpCo contributed $60M of ENA tokens at 30% discount, now holds majority voting power.","Post-closing shares: 27,187,129 total (24,029,375 Class A, 3,157,754 Class B); TLGY insiders locked up for 6 months.","Company focuses on infrastructure software and services for the Ethena ecosystem, including validator operations and Stablecoin Harness middleware."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1285438,"accession_number":"0001213900-26-072231","cik":2080215,"company_name":"StableCoinX Inc.","ticker":"USDE","form_type":"8-K","filed_at":"2026-06-25T23:43:13+00:00","items":["7.01","9.01"],"status":"ready","headline":"StablecoinX closes business combination with TLGY, begins trading on Nasdaq under USDE","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Holds ~3.03B ENA tokens valued at ~$275M, representing ~20% of total ENA supply at closing.","Trading begins June 26 on Nasdaq under 'USDE' for Class A common and 'USDEW' for warrants.","Three-pillar model: live DVN infrastructure, planned Stablecoin Harness middleware, and distribution services for institutional adoption.","Long-term collaboration with Ethena Foundation enables further ENA accumulation at a discount directly from Ethena.","Approximately 24M publicly traded Class A shares outstanding; ENA holdings equal $11.42 per fully diluted share."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}