BTC Treasuries ₿

[image] JUST IN: French publicly traded telecom company Sequans Communications $SQNS just sold 456 #Bitcoin and announced plans to sell all remaining 658 BTC 🔻Bitcoin 100 Ranking: 59🔻

[text] There are probably less than 10,000 of us in the whole world who fully understand the Bitcoin treasury and digital credit business model. And I think I‘m being generous. Few.

[image] $MTPLF @Metaplanet back to New ATHs in 2026 Are u ready?? 🚀🚀

[image] Latest Ragnar Comparison of BTC Treasury Companies – May 5, 2026: $MSTR, $MPJPY, $ASST Key takeaways: - The Bitcoin treasury flywheel of Strive has started to spin. - Now the only flywheel that is missing is Metaplanet's. - mNAVs have recovered substantially. ASST is now at

[image] #Metaplanet $MTPLF @Metaplanet is going to $1,000 very very soon This reversal will melt faces 😎

[image] #Metaplanet $MTPLF @Metaplanet will become the biggest company in Japan Mark my words... HODL

[image] #Metaplanet $MTPLF @Metaplanet is going to $1,000 very very soon This reversal will melt faces 😎

[image] JUST IN: Jack Maller's Twenty One Capital overtakes Mara Holdings and is now the 2nd largest public company holding #Bitcoin Read more:

[image] 🚨 $MSTR mNAV HAS BOTTOMED and is now TRENDING HIGHER at 1.22x! Here’s why it’s about to explode higher: $STRC is consistently trading at/above par, letting Strategy hammer the ATM non-stop. This is MASSIVELY accretive to mNAV and BTC/share — pure rocket fuel! 🔥 Strategy is

[image] #Metaplanet @Metaplanet going bananas here 1,000 very, very soon 😎😎

[image] $STRC is the iPhone Moment for $MSTR JUST MASSIVE 🚀🚀🚀🚀🚀

[video] Bitcoin treasury company investors waiting for spring to return.

[text] Monday's used to be the most exciting days for Bitcoin Treasury companies, with one announcement chasing the other. It seems that we're slowly getting back into this rhythm: - H100 announcing a deal to bring their Bitcoin stack to potentially 3,500 BTC - CapitalB purchasing 44

[image] Today was the first $1B+ day for STRC. 🤯 One. Fucking. Billion. Dollars. In a single day. $1.57B in volume. $1.2B ATM at 77% capture rate. 15,000 Bitcoin purchased. Most likely the capture rate was even higher. This is insane.

[image] One year ago today, sentiment was ECSTATIC. Our time will return. Patience.

[image] "1 million dollars isn't cool. You know what's cool? 1 billion dollars." - Sean Parker on STRC Strategy raised $1B from $STRC last week, allowing them to purchase 13,927 Bitcoin. No common stock ATM, so no dilution for common shareholders. The STRC metrics are insane: - Total

[image] Strive ($ASST): Deep Dive. What's Priced In After a ~100% Run. ASST has been the darling of the BTC-TC sector over the past few months — up about 100% in three months on the back of the $SATA pref machine finding institutional yield buyers, the Semler Scientific acquisition

[image] This is insane. 🤯 $STRC had $1.2B in volume yesterday, with 100% of it at or above par. That's +46.5% from the previous high. At the same 77% capture rate of last week, Strategy was able to purchase ~12,400 Bitcoin in a single day. That's $1.2B of Bitcoin in a single day,

[image] FACT: Public companies now owns 1.8x more #Bitcoin than all governments in the world combined 🔥

[image] The only thing I want right now is more cash to deploy. Buying @_ALCPB at ~1 mNAV means you're mirroring your investment almost exactly in BTC. So let's do the math. Say you swap 1 BTC for ~140,000 Capital B shares (both ~€55,000). Your intrinsic BTC per share equals the

[video] GameStop has $9 billion in cash.🫠 @RyanCohen could buy 100,000 BTC, still have $2.4B left, and become #2 Bitcoin treasury in the world TODAY.🟠 I break down: 📌 $GME x BTC parlay of a lifetime🤝 📌 $MARA selling down their stack📉 📌 $XXI's future as the #2 treasury🥈 ⚡️

[image] JUST IN: Lyn Alden just raised $40,000,000 to launch Orange Juice a permanent capital company backed by a #Bitcoin treasury They intend to pursue a public listing in the future to provide a "liquid ownership currency and access to capital markets." 🔥

[image] I am going to update this once in a while so people see the effect of buying Bitcoin Treasury shares in a bear market. Purchase information: 🔸Date bought: 23 June 2026 🔸Investment: €415,000 🔸Investment in BTC: 7.5 BTC 🔸Price per BTC: € 55,333 🔸Intrinsic sats per share:

[image] JUST IN: British public company B HODL ($HODL) buys an additional 1 #Bitcoin and now holds a total of 163.48 BTC. 🔸Bitcoin 100 Ranking: 93🔸

[image] Let's run the math on what it takes for Capital B to hit 15K BTC by 31-12-2027.👇 And what it means for the Sats per share en shareprice. An example: 🔸Inputs (my assumptions in this math): • BTC follows power law fair → €182K end of 2027 • mNAV ramps from current ~1.29

[image] ⚡️+192 BTC for @_ALCPB ⚡️

[image] Love to see CapitalB's Bitcoin accumulation engine re-ignite slowly but surely. Great work, @AlexandreLaizet and team.

[image] The first Pref outside of the US is close 👀

[text] 99,9% of the world has now idea that a BTC treasury company exist. Of the ones that do 90% don’t fully understand the mechanics and mathematics of it. Asymmetric opportunity is right in front of people and most can’t see or reconize its future value.