Nasdaq-listed company ATA Creativity Global (Nasdaq: AACG) (hereinafter referred to as "the Company") has officially signed a Term Sheet with Baby BTC Strategic Capital (referred to as "Baby Capital"). Baby Capital is a special purpose fund led by the Babylon Foundation as the main limited partner, aimed at holding a publicly listed company. According to the agreement, Baby Capital will subscribe to a total of $30 million in new shares of the Company, while also obtaining $70 million in warrants, bringing the total investment scale to $100 million. Upon completion of this transaction, Baby Capital will gain control of the Company, and will appoint three directors to the listed company, leading to a comprehensive restructuring of the board of directors. This move marks a new phase in the integration of traditional capital markets with the cutting-edge Bitcoin ecosystem.

In the current market, some listed companies are laying out crypto assets through Treasury strategies, such as MSTR, which focuses on large-scale accumulation of Bitcoin, and SBET, which focuses on the Ethereum-related ecosystem. However, Baby Capital's plan to control ATA Creativity Global fundamentally differs from these models, with its core competitiveness reflected in two unique advantages:

1. Activating the Bitcoin Ecosystem and Creating a DeFi Application Entry Point

Bitcoin has long been limited to value storage scenarios due to its lack of smart contract functionality, making it difficult to integrate into DeFi and other application ecosystems. The innovative technology of the Babylon project addresses this pain point—its innovative Bitcoin Layer 2 network project focuses on achieving trustless, non-custodial Bitcoin staking to enhance the security of Proof-of-Stake (PoS) blockchains and other decentralized systems. The launch of the world's first trustless Bitcoin staking protocol allows BTC holders to directly stake their assets on the Bitcoin blockchain without the need for third-party custody, wrapping, or bridging, ensuring the security of user assets while integrating Bitcoin into the vast DeFi ecosystem, expanding its diverse applications beyond mere value storage.

Since the mainnet launch in August 2024, Babylon has attracted over 45,000 Bitcoin staked, with a total staking value exceeding $5 billion as of July 2025. The strong growth in Total Value Locked (TVL) fully validates the market's recognition of its technology and model.

The Babylon team is considered top-tier in the industry: co-founded by Stanford University engineering professor and member of the National Academy of Engineering, information theory expert David Tse, and cryptographer and former Dolby Labs senior engineer Dr. Fisher Yu, the project is built on a solid foundation of deep academic background and technical accumulation. On the capital side, Babylon has raised over $96 million through multiple rounds of financing, attracting numerous top-tier institutions, including Paradigm (leading the $70 million financing in May 2024), Polychain Capital, Hack VC, OKX Ventures, Binance Labs (YZI Labs), Bullish Capital, Framework Ventures, Polygon Ventures, Castle Island Ventures, and Breyer Capital, showcasing the industry's high recognition of its potential. Additionally, its native token Baby has been listed on all major exchanges, including Binance, OKX, Bybit, Bitget, KuCoin, MEXC, and Gate, significantly enhancing trading convenience and market liquidity.

After the collaboration, ATA Creativity Global is expected to work closely with the Babylon project to fully expand Bitcoin staking and deepen BTCFi-related businesses, aiming to cover 100,000, 200,000, and even a million Bitcoin, bringing them into the DeFi ecosystem and various application scenarios, with the potential to activate the application potential of Bitcoin's $2 trillion financial assets, contrasting sharply with the asset accumulation models of MSTR and others.

2. Disruptive Acquisition Power, Reshaping Baby Token Value

The Baby token, as the core asset of the Babylon ecosystem, has been listed on all major exchanges, with a circulating market value of over $100 million. ATA Creativity Global's special acquisition of Baby tokens with a total scale of $100 million (including new share subscriptions and warrants) is equivalent to investing a market-scale amount comparable to its circulating market value, an unprecedented strength in the industry—analogous to MSTR acquiring Bitcoin for $2 trillion or SBET acquiring Ethereum for $400 billion, the price reshaping effect would be explosive.

After gaining control of the listed company, ATA Creativity Global will focus on "strategic reserve treasury," investing most of its funds into Baby tokens and a small portion into Bitcoin, leveraging the circulation foundation of Baby tokens on major exchanges and the current circulating market value of over $100 million to build momentum for future value growth.

Following the collaboration, the Company will establish a continuous growth mechanism: through PIPE and ATM forms, it will issue stocks in batches and issue convertible bonds, continuously acquiring Baby tokens and Bitcoin. The Company's ongoing acquisitions will create a positive cycle of "asset appreciation - market value enhancement," which is fundamentally different from the conventional layouts targeting high market cap tokens in the market.

The investment logic behind this collaboration is clear and highly forward-looking: it is currently the eve of an explosion in the Bitcoin ecosystem, with the BTC L2 track in its early stages, and the Babylon staking protocol occupying a high ground due to its technological advantages; the foundation of Baby token's circulating market value of over $100 million combined with the large-scale acquisition by the listed company will accelerate value discovery and price reshaping; by controlling the listed company, it will also provide a compliant channel for traditional capital to participate in crypto innovation, fully enjoying the benefits of compliance.

Based on future technological cooperation with Babylon, strong ecosystem and resource support, and the unique model of "listed holding platform + token asset acquisition + staking ecosystem revenue," ATA Creativity Global is expected to become a core hub connecting traditional capital markets with the cutting-edge Bitcoin ecosystem, seizing opportunities during the industry's explosive period and creating substantial returns for investors.

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