Bitcoin For Corporations

Michael Saylor once said never sell Bitcoin. Strategy just sold 32 BTC. Here's why that may strengthen the Bitcoin treasury model.

Companies are vertically integrating Bitcoin across four stages: Accept, Hold, Produce, Build, wiring them together into flywheels to create structural moats.

Why eBay should reject GameStop and launch Bitcoin payments: A $1.2B annual opportunity cost that returns massive fee savings directly to global sellers.

Strategy just opened the door to tactical Bitcoin sales in a major treasury pivot. Executives signaled they will consider selling BTC to optimize capital allocation, fund dividends, and boost Bitcoin per share, while remaining a net accumulator long-term.

Strategy's STRC ATM has produced $2.7 billion in volume across just two trading sessions this week, more than all of last week combined.

TD Securities has established Public Bitcoin Treasury Companies (PBTCs) as a distinct investable equity category, defining formal institutional standards.

A profitable operating business adds a second valuation component to a Bitcoin treasury. One that isn't driven purely by sentiment.

Fed proposal cuts bank capital by 4.8% and fixes custody risk rules, clearing a major regulatory hurdle for institutional Bitcoin adoption

I went to Strategy World last week. On the Bitcoin side, this conference might as well have been called “Stretch World.” STRC (Strategy Variable...

Index giant MSCI announces its decision January 15 on excluding companies with over 50% digital assets, including Bitcoin holders MicroStrategy and Metaplanet, potentially triggering $10-15B in forced sales and reshaping corporate Bitcoin strategies.