Coverage of the latest news and disclosures related to bitcoin treasuries and digital asset treasury strategies. Reporting on corporate purchases, filings, fundraises, regulatory developments, and material updates across public companies and institutions.
Strategy will pay 12.00% on STRC from 1 July - but the rate rise arrives bolted to a $2.55bn USD Reserve floor, two $1bn buyback programmes, and a formal BTC monetisation mandate, and the company now says it will no longer lift the coupon simply because the stock trades below par.
STRC closed at $75.69, roughly a quarter below the $100 it was built to defend, with an intraday low of $73. The 1M VWAP sits at $91.46 and the effective yield has reached 15.19% against an 11.50% coupon. The July rate increase now writes itself. The lever the market is arguing over is the one Strat...
The Bitcoin treasury space has grown faster than anyone expected. New companies, new capital structures, new strategies, new markets. BitcoinTreasuries.net has grown to become the leader in covering institutional Bitcoin adoption, and with that growth it has become necessary to sharpen how we define...
STRC has endured seven consecutive rate increases and its 1M VWAP sits at $94.09 while the stated yield remains 11.50%. The variable-rate guidance mechanism that was supposed to solve this problem has become part of it. There are four things Strategy needs to fix - and the market is watching all of...
Hong Kong-based CIMG Inc. is making waves in corporate Bitcoin adoption. The digital health and sales development company — now quoted on OTC Markets under the ticker "CIMG" after being delisted from Nasdaq earlier this year — just closed the first tranche of a major stock-and-warrant offering, taki...
Two questions underlie any long-term Bitcoin position, and most holders never address either deliberately. The first: what the tax picture looks like if they sell some. The second: assuming self-custody anchors most of the position, where the rest sits.
BSTR Holdings goes to a shareholder vote on Friday with 30,021 BTC secured - Samson Mow's read of the capital stack suggests a fully deployed raise could take the company from fifth to second.
Strategy's preferred stock fell to $82.53 intraday on 18 June. The issuer's balance sheet was unchanged. What happened in between is a lesson in how quiet markets manufacture their own crises.
Strive Inc, the issuer of SATA and one of the leading competitors to Strategy’s STRC preferred stock, has just completed an impressive first week since introducing daily dividends. With a full week of trading now behind us, data from the BitcoinTreasuries.net ATM Tracker shows that SATA raised enoug...
The most common mistake in a first Bitcoin allocation is not the price paid. It is assuming the execution will take care of itself.
Strategy Inc.’s perpetual preferred stock STRC has fallen to a new record low of $89.00, extending its discount to the targeted $100 par value and raising questions about capital-raising momentum and competitive positioning in the Bitcoin-backed yield sector. As of the June 17 close, the shares trad...
The acquisition of Siiibo Securities is dressed up as Project Nova. Read more carefully and it looks like a licence to go around the exchange rules blocking Mars and Mercury.
Strive’s SATA preferred stock saw strong demand on the second day of its new daily dividend structure. Data from BitcoinTreasuries.net’s SATA ATM Tracker shows the company acquired an estimated 296.33 Bitcoin through its at-the-market program on Tuesday alone.
BitGo has spent over a decade building the infrastructure that secures institutional Bitcoin. As of their Q1 2026 filings, they hold 2,449 BTC on their own balance sheet, ranking them 32nd among all public companies tracked on BitcoinTreasuries.net. Today, they are joining the platform as a preferre...
Strive, Inc.’s Variable Rate Series A Perpetual Preferred Stock (SATA) has officially entered a new era. Today, the company made its first daily cash dividend payment to eligible holders—the first time in U.S. capital markets history that a listed security has paid cash dividends every single busine...
Strive, Inc. (SATA) marked a milestone in U.S. capital markets today. June 15 serves as the first official record date for its new daily dividend program on the Variable Rate Series A Perpetual Preferred Stock. Investors holding SATA at the close of trading today will receive the first daily cash di...
BPS tells you what a company holds. CEBE mNAV tells you what you own - and what the market is charging for it. The gap between them is the number that actually matters to common shareholders.
SpaceX the space company founded by Elon Musk has now officially gone public and in doing so disclosed that it owns 18,712 Bitcoin. This makes SpaceX the 8th largest public holder of Bitcoin on the planet.
The BitcoinTreasuries.net May Corporate Adoption Report is now available. This month’s standout development is Strive: the company grew its Bitcoin holdings by roughly 30% over about one month, generated $276 million in SATA proceeds in May, and has climbed to #7 on our public companies leaderboard.
On-chain data reveals that BitMine Immersion Technologies (BMNR), chaired by prominent Fundstrat analyst Tom Lee, has once again ramped up its Ethereum accumulation. Over the past few days, the company purchased approximately 125,000 ETH worth around $205 million.
Strive's CEO sketched a deal between Metaplanet and Nakamoto on a recent podcast. He has no insider knowledge. The idea is worth examining anyway, because it answers a question each company is currently failing to answer alone.
Falconedge was spun out of a successful 12-year-old hedge fund business with an award-winning institutional multi-strategy fund, leveraging that foundation to build a dedicated Bitcoin treasury management operation.
Strategy's STRC preferred stock shareholders have voted to approve semi-monthly dividend the company confirmined yesterday after shareholders approved the change. The change shifts STRC from a once-monthly payment schedule to twice per month, making it the only issuer-originated corporate preferred...
The case for STRC is intact. The case for holding the dividend at 11.5% is no longer. The product works. The mechanism has a blind spot.