Wall Street Is Building A $2.4 Trillion Bitcoin Market

Lance Vitanza covers Strategy and Strive for TD Cowen, one of the few sell-side analysts putting formal ratings on Bitcoin treasury companies. He argues that what's being built on top of these balance sheets is far larger than the balance sheets themselves: $800 billion of Bitcoin collateral could support trillions in digital credit.

E-Commerce: Publicly Traded Bitcoin Treasury Companies

Track publicly traded E-Commerce companies holding Bitcoin on their balance sheets, ranked by BTC holdings.

BTC Held by Public Companies

22

$1.45M

Number of Public Companies

2

BTC Price

$64,896

Asset Dominance

94.2%
BTC 94.2% ETH 5.1% SOL .45% BNB .14% XRP .12%

E-Commerce: Public Companies Ranked by Bitcoin Holdings

#
Name BitcoinTreasuries logo
1 🇺🇸
15
$1M
$7M
$*M
$*M
*.**x
**.*%
0.000%
2 🇸🇪
Refine Group
7
$0M
$*M
*.**x
0.000%
3 🇦🇷
0
$0M
$92,396M
$**,***M
0.000%
Total:
22
$1M
0.000%