🚨PUBLIC COMPANIES NOW HOLD 1.26M+ BITCOIN, OVER 6% OF TOTAL SUPPLY! Top public firms collectively control more than 1,264,867 BTC, per BitcoinTreasuriesNet data. Strategy remains the dominant holder, the corporate treasury trend is accelerating.

💡 CoinMarketCap | Bitcoin Treasuries 💡 Public companies now hold over 1.3M $BTC. But they're not all moving the same way. June was the worst month ever for Bitcoin ETF outflows. Inside corporate treasuries, the split is clear: 🔹 Strategy trimmed its stack 🔹 Strive pushed past 19,800 BTC 🔹 Miners like Riot and CleanSpark kept adding Even among the big holders, conviction is not equal! Track every public Bitcoin treasury here 👇

I joined Bloomberg @crypto to discuss Strategy's return to buying Bitcoin, building a fortress balance sheet, MSCI’s index proposal, and equity market demand for Bitcoin. $MSTR 00:24 - Back to buying bitcoin:native and why the decision was not price-driven 00:43 - Fortress balance sheet: $72B of assets, $65B of Bitcoin, $7B USD Assets, and zero net debt 02:32 - Two-way capital management: net Bitcoin accumulation and operating company discipline 04:02 - Buying through the bull market: $80K, $100K, $130K, and beyond 04:39 - MSCI proposal: digital assets as operating assets and why the principle matters more than the index flow impact 07:24 - Dividend resilience: zero net leverage, USD Reserve, and equity capital flexibility 08:19 - $20B of equity capital raised, #4# issuer in the US, and continued demand for Bitcoin Treasuries

JUST IN: $2.8B Strive challenges MSCI index proposal to exclude corporate Bitcoin treasuries - Non-operating rules rely on opaque criteria. - Demands objective inclusion standards.

One year ago today, @ABTC listed on Nasdaq. Today: 8,300 Bitcoin on the balance sheet… Nearly 90,000 miners. Record quarterly production. One of the fastest-built public Bitcoin treasuries in the market mining at nearly 50% gross margins. Our mission at American Bitcoin hasn’t changed: make America the leader of the Bitcoin economy. Congratulations to an incredible team on an incredible year (and one hell of a month).

🚨 @LynAldenContact ON THE DIFFERENCE BETWEEN ORANGE JUICE AND STRATEGY: "I wouldn't call it an anti-strategy. It's just a different model. Not a pure play like the pure Bitcoin treasuries." The thesis behind it: "We have a view that cashflow combined with a Bitcoin treasury strategy creates more permanent capital. Instead of having to constantly issue securities, you have more optional security on top of a more operational foundation."

A big addition to the DAYS Singapore line-up! We’re excited to welcome Sean Bill (@macrocrunch), Co-Founder and Chief Investment Officer at Bitcoin Standard Treasury Company (@bstrco), as a speaker. Bitcoin Standard Treasury Company is an innovative, pure-play bitcoin treasury that was formed to maximize bitcoin ownership per share and to accelerate real-world Bitcoin adoption in institutional finance. The winner of Hedgeweek US Awards 2022 and 2023 for Best Multi-Strategy Credit Hedge Fund at Prime Meridian, before the Bitcoin Standard Treasury Company, Sean was the Chief Investment Officer at Blockstream, a leading Bitcoin infrastructure and technology service provider that established one of the first Bitcoin treasuries in 2014. Catch Sean on the stage on October 6 Digital Asset Yield Summit is where private capital explores onchain yield: a tightly curated room of 300 institutional allocators and asset managers. Applications are still open: 🔗 Request an Invite →