GameSquare Holdings, Inc. has deployed a portion of its Ethereum holdings to the Katana blockchain, a DeFi‑first platform incubated by Polygon Labs and GSR, as part of its Digital Asset Treasury (DAT) program launched in July 2025.
The move follows the company’s recent expansion of its crypto treasury authorization from $100 million to $250 million and its goal of generating 6‑10 % stable‑coin yield. Dialectic’s Medici platform will manage the deployment, leveraging machine‑learning models and risk controls that have historically delivered 8‑14 % yields on Ethereum‑based assets.
GameSquare currently holds approximately 15,630 ETH, valued at about $62.45 million, making it the ninth largest public corporate Ethereum holder. The Katana deployment is expected to provide higher yields than traditional staking or lending, with Katana’s architecture offering high throughput, low transaction costs, and sustainable “real yield” through mechanisms such as Vault Bridge yields and the Agora stablecoin (AUSD).
The partnership aligns with GameSquare’s broader strategy to diversify its treasury portfolio and improve capital efficiency. Management noted that the company’s revenue grew 77 % in the last twelve months, but cash burn remains a concern, with a current ratio of 0.57 and a net loss of $48.65 million in the trailing twelve months.
GameSquare’s DAT program, which includes an initial $10 million allocation to an NFT yield strategy, is part of a larger effort to generate on‑chain yield and reduce reliance on traditional financial markets. The Katana deployment is a key milestone in that program, providing a new source of yield and liquidity management.
The company also announced a $5 million stock repurchase authorization in October 2025, underscoring its commitment to shareholder value while pursuing aggressive treasury growth.
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