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Microsoft votes this week whether to add Bitcoin to its treasury. Now, Amazon shareholders are requesting that the board look into a Bitcoin treasury as well.

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18,243 Aufrufe • vor 1 Jahr •via X (Twitter)

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REMINDER: Microsoft annual shareholders meet today —will they vote in favor of a $MSFT #Bitcoin Treasury?
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REMINDER: Microsoft annual shareholders meet today —will they vote in favor of a $MSFT #Bitcoin Treasury?

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Bitcoin treasury companies won't stop buying Bitcoin. The obvious next step is putting that Bitcoin to work, without any principal risk. 🔶
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Bitcoin treasury companies won't stop buying Bitcoin. The obvious next step is putting that Bitcoin to work, without any principal risk. 🔶

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BREAKING: Critical Metals Corp ($CRML) will acquire up to $500,000 of #Bitcoin as part of new Bitcoin Treasury Strategy 💥 GRADUALLY, THEN SUDDENLY
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Swan

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Wow have the Bitcoin conversations changed… In Alaska on an annual Heli Board trip with some high level friends, founders, fund managers and the conversations used to be about “What and Why Bitcoin” now… How do we incorporate Bitcoin into our businesses? 2 new ideas inspired, and biz plans drawn up for MVP and launch asap 1. Friend runs an auto lending business, phase 1, incorporate Bitcoin into the loans to increase the return profile, phase 2, roll it out as a product to other lenders in the space. MVP will be out in weeks. 2. Friend runs Billion $ RE/Credit fund with $50m treasury. So allocation of % of treasury funds to BTC asap and then credit fund allocating % of funds to BTC to increase return profile. Fund was already redoing the docs and mandates so this is being added in ASAP Not more Bitcoin products but rather Bitcoin in every product What ideas do you have going?
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Wow have the Bitcoin conversations changed… In Alaska on an annual Heli Board trip with some high level friends, founders, fund managers and the conversations used to be about “What and Why Bitcoin” now… How do we incorporate Bitcoin into our businesses? 2 new ideas inspired, and biz plans drawn up for MVP and launch asap 1. Friend runs an auto lending business, phase 1, incorporate Bitcoin into the loans to increase the return profile, phase 2, roll it out as a product to other lenders in the space. MVP will be out in weeks. 2. Friend runs Billion $ RE/Credit fund with $50m treasury. So allocation of % of treasury funds to BTC asap and then credit fund allocating % of funds to BTC to increase return profile. Fund was already redoing the docs and mandates so this is being added in ASAP Not more Bitcoin products but rather Bitcoin in every product What ideas do you have going?

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JUST IN: 🇺🇸 Treasury Secretary Bessent says he does not have the authority to use taxpayer funds to buy Bitcoin.
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JUST IN: 🇺🇸 Treasury Secretary Bessent says he does not have the authority to use taxpayer funds to buy Bitcoin.

Watcher.Guru

336,569 Aufrufe • vor 6 Monaten

Today Rep. Brad Sherman asked Treasury Secretary Scott Bessent if the government has the "authority to bail out Bitcoin" Sec. Bessent: What exactly does bail out Bitcoin mean?
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Today Rep. Brad Sherman asked Treasury Secretary Scott Bessent if the government has the "authority to bail out Bitcoin" Sec. Bessent: What exactly does bail out Bitcoin mean?

Coinage ♻️

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Me trying to figure out how ETFs and treasury companies bought a combined 2.5 million Bitcoin but we’re only at $112,000.
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Me trying to figure out how ETFs and treasury companies bought a combined 2.5 million Bitcoin but we’re only at $112,000.

The ₿itcoin Therapist

170,698 Aufrufe • vor 10 Monaten

This Tokyo-listed firm's guidance assumes Bitcoin at $86K to $116K Remixpoint (リミックスポイント公式Xアカウント) just built its entire fiscal year on a Bitcoin rebound. The Japanese energy-turned-treasury firm's new guidance assumes bitcoin:native trades between $86,000 and $116,000 by March 2027, up to 81% above today's price. On those numbers, its 1,496 BTC and smaller altcoin holdings, including ethereum:native, solana:So11111111111111111111111111111111111111112, ripple:native and dogecoin:native, would deliver up to ¥12B in valuation gains, swinging the company from a ¥4.7B loss to as much as ¥11.4B in profit. The company stresses these are calculation assumptions, not predictions. But the message to Tokyo investors is clear: this turnaround runs on Bitcoin.
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This Tokyo-listed firm's guidance assumes Bitcoin at $86K to $116K Remixpoint (リミックスポイント公式Xアカウント) just built its entire fiscal year on a Bitcoin rebound. The Japanese energy-turned-treasury firm's new guidance assumes bitcoin:native trades between $86,000 and $116,000 by March 2027, up to 81% above today's price. On those numbers, its 1,496 BTC and smaller altcoin holdings, including ethereum:native, solana:So11111111111111111111111111111111111111112, ripple:native and dogecoin:native, would deliver up to ¥12B in valuation gains, swinging the company from a ¥4.7B loss to as much as ¥11.4B in profit. The company stresses these are calculation assumptions, not predictions. But the message to Tokyo investors is clear: this turnaround runs on Bitcoin.

BSCN

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👀 Quite telling when a former Chief Secretary to the Treasury points out that the numbers don’t quite add up…
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👀 Quite telling when a former Chief Secretary to the Treasury points out that the numbers don’t quite add up…

Lara Bird SNP

18,682 Aufrufe • vor 5 Tagen

Big news: Treasury launches with the ambition to become Europe’s largest Bitcoin treasury company. Backed by Winklevoss Capital & Nakamoto Treasury has: ⚡ Raised €126M ($147M) ⚡ Accumulated 1,000+ BTC ⚡ Plans reverse listing on Euronext Amsterdam (ticker: $TRSR) We’re building Europe’s Digital Golden Age. 🌍💛 More:
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Big news: Treasury launches with the ambition to become Europe’s largest Bitcoin treasury company. Backed by Winklevoss Capital & Nakamoto Treasury has: ⚡ Raised €126M ($147M) ⚡ Accumulated 1,000+ BTC ⚡ Plans reverse listing on Euronext Amsterdam (ticker: $TRSR) We’re building Europe’s Digital Golden Age. 🌍💛 More:

Treasury

413,776 Aufrufe • vor 11 Monaten

🚀ASST TO $700 PER SHARE?!?🚀 YOU THINK I'M JOKING? THINK AGAIN, BUCKO. Current ASST snapshot: BTC holdings: 15,000.5 BTC BTC price: $80,593 Bitcoin NAV: $1.21B Total debt: $10M Preferred outstanding: $495.95M Debt + preferred: $505.95M Amplification ratio: 41.9% Current stock price: $15.85 Now here’s the model, and this isn't MOONBOY NONSENSE, kids. This is with Bitcoin at $750k in 2036, not $1 million in 2034. ASST maintains their current 41.9% amplification ratio for 10 years. Translation for normal people: For every $1.00 of Bitcoin NAV, ASST keeps roughly $0.419 of senior claims through debt/preferred financing. The bears hear that and immediately start sweating through a Men’s Wearhouse suit. But this is the actual machine. As Bitcoin rises, the Bitcoin NAV rises. When the NAV rises, the old preferred stack becomes smaller relative to the treasury. So ASST issues more SATA to keep amplification at 41.9%. That new SATA capital buys more Bitcoin. Then Bitcoin goes up again. Then the NAV goes up again. Then the amplification ratio drops again. Then they issue more SATA again. Then they buy more Bitcoin again. This is how you turn a balance sheet into a legally registered orange crocodile. Now we add the funding mix: 75% of new Bitcoin accumulation comes from SATA. 25% comes from issuing common stock. And the common stock is issued at 1.2x EV mNAV. Meaning they are selling equity at a 20% premium to the enterprise value of the Bitcoin stack. That matters. Because issuing common below NAV is financial self-harm. Issuing common above NAV is accretive treasury sorcery. Now assume Bitcoin compounds at 25% per year for 10 years. BTC price goes from: $80,593 today to roughly: $750,579 in year 10 That is a 9.3x move in Bitcoin. Now what happens to ASST? Starting BTC stack: 15,000.5 BTC Projected year 10 BTC stack: 143,425 BTC That is 9.6x more Bitcoin. Starting Bitcoin NAV: $1.21B Projected year 10 Bitcoin NAV: $107.65B That is 89x larger. Now the bears will say: “BUT THE PREFERREDS!” Yes, Carl. The preferreds are the point. Senior claims rise from $505.95M to $45.11B because the model intentionally keeps amplification at 41.9%. That sounds terrifying until you remember the Bitcoin NAV grew to $107.65B. The stack got bigger. The senior claims got bigger. The common equity claim got bigger too. This is where CEBE comes in. CEBE = Common Equity Bitcoin Exposure. It answers the only question that matters: After debt and preferred holders get their claim, how much Bitcoin exposure does the common shareholder really own? Today: Gross BPS: 20,222 sats CEBE/share: 11,759 sats Year 10: Gross BPS: 95,380 sats CEBE/share: 55,416 sats That means common-equity Bitcoin exposure per share rises about 4.7x. Even after common issuance. Even after maintaining the preferred stack. Even after the bears finish their sacred ritual of screaming “DILUTION” into a spreadsheet they opened sideways. Now the share count. Current implied diluted shares: 74.2M Projected year 10 shares: 150.4M So yes, the share count roughly doubles in this model. But the Bitcoin stack goes 9.6x. This is the entire game. If Bitcoin holdings grow much faster than shares outstanding, the common shareholder’s Bitcoin exposure goes up. The bears think all issuance is bad because they learned finance from a Yahoo message board during a divorce. The actual question is: Does issuance increase Bitcoin per share after senior claims? In this model, yes. Now the stock price. Strict 1.2x EV mNAV model gets ASST to about: $559/share But if we anchor the model to today’s actual ASST price of $15.85, the same growth path gets you to roughly: $696/share Call it $700. There it is. ASST to $700 per share is not “vibes.” It is a model. BTC compounds at 25%. SATA funds 75% of accumulation. Common funds 25% at 1.2x EV mNAV. Amplification stays at 41.9%. BTC stack grows from 15,000 BTC to 143,425 BTC. Bitcoin NAV goes from $1.21B to $107.65B. CEBE/share goes from 11,759 sats to 55,416 sats. The stock goes from $15.85 to roughly $700. This is why small Bitcoin treasury companies are so insane. Strategy is the Death Star. ASST is the weird little orange lab experiment in the basement where someone accidentally discovers corporate finance methamphetamine. Tiny denominator. Preferred financing. Bitcoin accumulation. Premium equity issuance. CEBE expansion. A compounding treasury loop. The bear case is that dilution kills the common. The bull case is that accretive dilution plus preferred financing creates a Bitcoin-per-share machine that eats capital markets and leaves behind a pile of traumatized short sellers asking why their model still says “book value.” ASST to $700? If the machine works, yes. If Bitcoin does 25% CAGR, absolutely possible. If SATA scales and common gets issued above NAV, the goblin gets fed. And once the goblin gets fed, the spreadsheet starts looking like it was written by Saylor, Dylan LeClair, and a sleep-deprived Austrian economist locked inside a treasury dashboard with three Celsius energy drinks. This is not financial advice. This is FINANCIAL ENTERTAINMENT:
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🚀ASST TO $700 PER SHARE?!?🚀 YOU THINK I'M JOKING? THINK AGAIN, BUCKO. Current ASST snapshot: BTC holdings: 15,000.5 BTC BTC price: $80,593 Bitcoin NAV: $1.21B Total debt: $10M Preferred outstanding: $495.95M Debt + preferred: $505.95M Amplification ratio: 41.9% Current stock price: $15.85 Now here’s the model, and this isn't MOONBOY NONSENSE, kids. This is with Bitcoin at $750k in 2036, not $1 million in 2034. ASST maintains their current 41.9% amplification ratio for 10 years. Translation for normal people: For every $1.00 of Bitcoin NAV, ASST keeps roughly $0.419 of senior claims through debt/preferred financing. The bears hear that and immediately start sweating through a Men’s Wearhouse suit. But this is the actual machine. As Bitcoin rises, the Bitcoin NAV rises. When the NAV rises, the old preferred stack becomes smaller relative to the treasury. So ASST issues more SATA to keep amplification at 41.9%. That new SATA capital buys more Bitcoin. Then Bitcoin goes up again. Then the NAV goes up again. Then the amplification ratio drops again. Then they issue more SATA again. Then they buy more Bitcoin again. This is how you turn a balance sheet into a legally registered orange crocodile. Now we add the funding mix: 75% of new Bitcoin accumulation comes from SATA. 25% comes from issuing common stock. And the common stock is issued at 1.2x EV mNAV. Meaning they are selling equity at a 20% premium to the enterprise value of the Bitcoin stack. That matters. Because issuing common below NAV is financial self-harm. Issuing common above NAV is accretive treasury sorcery. Now assume Bitcoin compounds at 25% per year for 10 years. BTC price goes from: $80,593 today to roughly: $750,579 in year 10 That is a 9.3x move in Bitcoin. Now what happens to ASST? Starting BTC stack: 15,000.5 BTC Projected year 10 BTC stack: 143,425 BTC That is 9.6x more Bitcoin. Starting Bitcoin NAV: $1.21B Projected year 10 Bitcoin NAV: $107.65B That is 89x larger. Now the bears will say: “BUT THE PREFERREDS!” Yes, Carl. The preferreds are the point. Senior claims rise from $505.95M to $45.11B because the model intentionally keeps amplification at 41.9%. That sounds terrifying until you remember the Bitcoin NAV grew to $107.65B. The stack got bigger. The senior claims got bigger. The common equity claim got bigger too. This is where CEBE comes in. CEBE = Common Equity Bitcoin Exposure. It answers the only question that matters: After debt and preferred holders get their claim, how much Bitcoin exposure does the common shareholder really own? Today: Gross BPS: 20,222 sats CEBE/share: 11,759 sats Year 10: Gross BPS: 95,380 sats CEBE/share: 55,416 sats That means common-equity Bitcoin exposure per share rises about 4.7x. Even after common issuance. Even after maintaining the preferred stack. Even after the bears finish their sacred ritual of screaming “DILUTION” into a spreadsheet they opened sideways. Now the share count. Current implied diluted shares: 74.2M Projected year 10 shares: 150.4M So yes, the share count roughly doubles in this model. But the Bitcoin stack goes 9.6x. This is the entire game. If Bitcoin holdings grow much faster than shares outstanding, the common shareholder’s Bitcoin exposure goes up. The bears think all issuance is bad because they learned finance from a Yahoo message board during a divorce. The actual question is: Does issuance increase Bitcoin per share after senior claims? In this model, yes. Now the stock price. Strict 1.2x EV mNAV model gets ASST to about: $559/share But if we anchor the model to today’s actual ASST price of $15.85, the same growth path gets you to roughly: $696/share Call it $700. There it is. ASST to $700 per share is not “vibes.” It is a model. BTC compounds at 25%. SATA funds 75% of accumulation. Common funds 25% at 1.2x EV mNAV. Amplification stays at 41.9%. BTC stack grows from 15,000 BTC to 143,425 BTC. Bitcoin NAV goes from $1.21B to $107.65B. CEBE/share goes from 11,759 sats to 55,416 sats. The stock goes from $15.85 to roughly $700. This is why small Bitcoin treasury companies are so insane. Strategy is the Death Star. ASST is the weird little orange lab experiment in the basement where someone accidentally discovers corporate finance methamphetamine. Tiny denominator. Preferred financing. Bitcoin accumulation. Premium equity issuance. CEBE expansion. A compounding treasury loop. The bear case is that dilution kills the common. The bull case is that accretive dilution plus preferred financing creates a Bitcoin-per-share machine that eats capital markets and leaves behind a pile of traumatized short sellers asking why their model still says “book value.” ASST to $700? If the machine works, yes. If Bitcoin does 25% CAGR, absolutely possible. If SATA scales and common gets issued above NAV, the goblin gets fed. And once the goblin gets fed, the spreadsheet starts looking like it was written by Saylor, Dylan LeClair, and a sleep-deprived Austrian economist locked inside a treasury dashboard with three Celsius energy drinks. This is not financial advice. This is FINANCIAL ENTERTAINMENT:

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66,707 Aufrufe • vor 2 Monaten

Exclusive: About to interview Treasury Secretary Scott Bessent after a tour of the new eVAC facility in Sumter, SC. The plant built over the past 18 months will process rare earth materials into heavy magnets to remove supply chains from China. Production starts this week. #RareEarths #Treasury
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Exclusive: About to interview Treasury Secretary Scott Bessent after a tour of the new eVAC facility in Sumter, SC. The plant built over the past 18 months will process rare earth materials into heavy magnets to remove supply chains from China. Production starts this week. #RareEarths #Treasury

Edward Lawrence

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BREAKING: FASB has officially adopted Fair Value Accounting for #Bitcoin for fiscal years beginning after Dec 15, 2024. This massive streamlines the adoption of $BTC as a treasury reserve asset by corporations worldwide.
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BREAKING: FASB has officially adopted Fair Value Accounting for #Bitcoin for fiscal years beginning after Dec 15, 2024. This massive streamlines the adoption of $BTC as a treasury reserve asset by corporations worldwide.

Swan

33,456 Aufrufe • vor 1 Jahr

This was all streamed from Bitcoin using Ordinals. The 3D world supports real-time multiplayer interactions, and decentralized land ownership. All this is on-chain on Bitcoin, and as immutable and secure as Bitcoin itself. The weather in the world reacts to Bitcoin fees, clouds are linked to transaction volume, and time in the world is determined by block height. Makes sense for a Bitcoin world. Real-time multiplayer interactions is one of the newest features. This is particularly difficult to do because Bitcoin block times are ~10 minutes. Bitcoin has been around for 17 years, and we're now seeing fascinating new things being built on top of it.
0:11

This was all streamed from Bitcoin using Ordinals. The 3D world supports real-time multiplayer interactions, and decentralized land ownership. All this is on-chain on Bitcoin, and as immutable and secure as Bitcoin itself. The weather in the world reacts to Bitcoin fees, clouds are linked to transaction volume, and time in the world is determined by block height. Makes sense for a Bitcoin world. Real-time multiplayer interactions is one of the newest features. This is particularly difficult to do because Bitcoin block times are ~10 minutes. Bitcoin has been around for 17 years, and we're now seeing fascinating new things being built on top of it.

danny huuep

103,069 Aufrufe • vor 3 Monaten

$MSTR shareholders when Michael Saylor sells 500 Bitcoins, to pay a dividend that funds a 50k Bitcoin purchase (Accretion, not dilution)
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$MSTR shareholders when Michael Saylor sells 500 Bitcoins, to pay a dividend that funds a 50k Bitcoin purchase (Accretion, not dilution)

BTC Teacher

134,750 Aufrufe • vor 3 Monaten

🚨STRATEGY CEO: WE HODL 4% OF GLOBAL BITCOIN FOR TIMES LIKE THESE! Phong Le, CEO of Strategy, highlighted their massive Bitcoin treasury amid unprecedented global market uncertainty. The company accumulated roughly 4% of the world’s entire $BTC supply as a defensive fortress.
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🚨STRATEGY CEO: WE HODL 4% OF GLOBAL BITCOIN FOR TIMES LIKE THESE! Phong Le, CEO of Strategy, highlighted their massive Bitcoin treasury amid unprecedented global market uncertainty. The company accumulated roughly 4% of the world’s entire $BTC supply as a defensive fortress.

Crypto Banter

22,916 Aufrufe • vor 1 Monat

This is the guy running this Zcash treasury company. I don't think it's productive to engage with these people. They're bad faith trolls whose entire go-to-market strategy is just to spread a bunch of FUD about bitcoin, hoping liquidity comes their way.
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This is the guy running this Zcash treasury company. I don't think it's productive to engage with these people. They're bad faith trolls whose entire go-to-market strategy is just to spread a bunch of FUD about bitcoin, hoping liquidity comes their way.

Pledditor

10,556 Aufrufe • vor 2 Monaten