Bitcoin Treasuries Month
Bitcoin treasuries are reshaping crypto — uncover the business models, key players, and the future impact on Bitcoin and beyond, sponsored by Genius Group.
Featured
Texas Buys $5M in BTC ETF as States Edge Toward First Government Crypto Reserves
The effort is starting small, but Texas made an opening foray into a state-based crypto reserve — getting closer to the first government stockpile in the U.S.
As DATs Face Pressure, Institutions Could Soon Look to BTCFi for Their Next Strategic Shift
Institutional BTC investors may explore whether bitcoin-native yield, collateral and liquidity opportunities could offer the next stage of strategic deployment.
Bitcoin Treasuries to Move Beyond HODL to Yield, Hedging and Share Buybacks as NAV Discount Bites
As the bitcoin treasury frenzy fades, the HODL pitch isn't completely dead, but firm should consider active reserve management to stand out, analysts say.
Japanese Bitcoin Treasury Firms Keep Beating BTC. Tax Policy Makes Outperforming U.S. Peers the Easy Part
While U.S.-listed bitcoin treasury firms struggle to outperform ETFs, Japan’s harsh crypto tax code sends investors into DAT stocks, making outperformance easy.
The Rise of Crypto Treasuries: How One Bet Sparked a Corporate Shift
Michael Saylor’s 2020 move turned idle cash into crypto. Now, firms from healthcare to tech are following the playbook, with mixed results.
Bitcoin Treasury Firms Now Valued at Less Than Their BTC Holdings Amid Crumbled Sentiment
Sector giant Strategy (MSTR) still trades at a premium to its bitcoin stack, but maybe not for long if the trend continues.
Digital Asset Treasuries: Bitcoin’s Institutional Test Case
Digital Asset Treasuries (DATs) are the first laboratories testing how a decentralised asset can operate as productive capital within the architecture of corporate finance, argues Sygnum Bank CIO Fabian Dori.
Bitcoin Treasury Companies, Whither Thence
The next phase for bitcoin treasury companies is about building the financial architecture to keep mNAV above one, cycle after cycle, argues Greengage CEO Sean Kiernan. Those that crack the code won’t just be proxies for Bitcoin – they could be the equity layer of a new monetary system.
'Deploying More Capital — Steady Lads': Bitcoin Treasury Companies Struggle to Halt Plunge
Already losing favor with investors when bitcoin was in bull mode, companies built around stacking BTC are facing an even larger threat thanks to the price collapse over the past two weeks.
Your Company's Balance Sheet is Doomed Without Bitcoin
The traditional corporate playbook risks not only underperformance, but a breach of fiduciary duty as cash reserves bleed away on the altar of money-printing, argues Musqet founder David Parkinson.
