hut 8 -- usbtc merger overvaluation

published: February 22, 2026updated: August 24, 2026
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case overview

CaseMayiras v. Hut 8 Corp., No. 24-cv-00904
CourtU.S. District Court, Southern District of New York
FiledFebruary 2024
Class PeriodNovember 9, 2023 — January 18, 2024
Stock Drop-23.3% on j capital report
StatusSettled — $2.35 million (mediator’s proposal accepted May 13, 2026)

allegations

  1. undisclosed related party: one of usbtc’s largest shareholders is an undisclosed related party
  2. asset failure: usbtc’s core asset — the king mountain jv — has historically failed to provide energy and high-speed internet
  3. overstated profitability: the profitability of certain usbtc assets was overstated
  4. inflated price: the $745 million hut 8 paid to acquire usbtc was vastly inflated — j capital estimated usbtc’s value was approximately 70% less than the acquisition price

triggered by j capital research report on january 18, 2024. stock fell $2.16/share (23.3%) on unusually heavy volume. lead counsel (berger montague, susman godfrey, edelson pc) appointed september 2024.


disposition

judge marrero (s.d.n.y.) partially granted the defendants’ motion to dismiss, throwing out the exchange act fraud claims and most securities act claims and leaving only the section 11/15 claims tied to the king mountain disclosures. the parties then accepted a mediator’s proposal on may 13, 2026, settling for $2.35 million.

the case is closed. the 17.8%-of-float short interest this page previously cited was a point-in-time figure from early 2024 and has been removed as superseded.


sources


last updated: august 24, 2026 — docket posture last checked august 24, 2026

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