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BITCOIN FOR CORPORATIONS

Robinhood Adds Bitcoin to Its Balance Sheet: A Strategic Signal from a $100B Fintech

Robinhood added $25M of Bitcoin (~294 BTC) to its balance sheet—its first corporate holding and a strategic signal from a $100B fintech.

Impacts of Daily Dividends on Digital Credit

Analyzing the implications for digital credit instruments paying daily dividends.

How MSCI Shifted from Objective Benchmark to Defacto Market Regulator

MSCI's proposed index rules threaten corporate Bitcoin treasuries. Discover why this decision risks turning private index providers into market regulators.

A Bitcoin Berkshire Model: Orange Juice

Orange Juice is a new corporate Bitcoin playbook imitating Berkshire Hathaway.

How One Executive Recruitment Firm Is Using M&A to Turn Earnings Into Bitcoin

XCE’s latest deal offers a case study in building the operating business and Bitcoin balance sheet side by side.

BlackRock Re-Underwrites Bitcoin, and the Portfolio Math Still Holds

BlackRock re-underwrites the Bitcoin thesis, finding that even modest allocations historically improved risk-adjusted returns in traditional portfolios.

Why Bitcoin Mining and AI Are Merging, Not Colliding

AI is pricing Bitcoin miners off the main power grid. Headlines call it a surrender, but a massive infrastructure win is hiding inside the eviction.

Should Bitcoin Companies Build USD Reserves? Understanding The Truth

Strategy is acquiring more cash than bitcoin these days. This is what's really going on and whether other Bitcoin companies should follow suit.

Bitcoin ETFs Add Nearly $800 Million in the Wake of Coldcard Exploit

One of the biggest Bitcoin security stories of the year unfolded last week as a firmware exploit affecting certain Coldcard hardware wallets renewed industry...

Corporation’s Approach to the BIP-110 Soft Fork

This article goes into how Bitcoin-utilizing corporations could approach BIP-110.

Quick Maths On STRC Buybacks: The Truth About Net Bitcoin Per Share and Accretion

Understanding the logic behind STRC preferred stock buybacks starts with familiarity around Strategy's newest metric.

SpaceX Nasdaq-100 Entry Brings Bitcoin Exposure to Passive Index Investors

SpaceX joins the Nasdaq-100 today, triggering ~$4.3B in passive inflows to a company holding 18,712 BTC. This creates rules-based institutional demand for Bitcoin through corporate balance sheets.

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