According to @casey_lau, Rich Greenfield of LightShed Partners said DC is the single greatest opportunity in the transaction, highlighting a major monetization gap to close. Source: Casey Lau on X. According to @casey_lau, Greenfield added that DC remains a tiny fraction of where Marvel reached under Disney, implying a substantial benchmark for any deal-related value creation. Source: Casey Lau on X. According to @casey_lau, traders can frame DC’s IP monetization as the key upside lever when sizing the transaction’s equity rerating potential versus Disney/Marvel comps mentioned by Greenfield. Source: Casey Lau on X.

According to @StockMKTNewz citing CNBC, Paramount Skydance (PSKY) has launched a hostile, direct-to-shareholders bid for WBD with an all-cash $30-per-share offer. According to @StockMKTNewz, this is the same proposal WBD rejected last week, per CNBC. According to @StockMKTNewz, the move follows Netflix winning the prior bidding war, as reported by CNBC. The source did not provide additional terms, timing, or regulatory details, and did not cite any direct crypto market implications, per @StockMKTNewz citing CNBC.

According to @business, Warner Bros Discovery (WBD) rejected Paramount Skydance’s initial takeover approach as too low, citing people familiar with the matter (source: Bloomberg). The report did not disclose pricing, structure, or timing details of any proposal or potential revisions (source: Bloomberg). The report did not reference digital assets or any implications for cryptocurrency markets (source: Bloomberg).