Bitcoin For Corporations

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

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

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

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

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.

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.