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] $ASST Breakout! 💥

[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:

[text] As BTC moved +26% in the last few days: MSTR moved +37% Metaplanet moved +49% ASST moved +75% We call it amplification.

[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🔸

[text] More Metaplanet yikes 😬 I was planning to buy Metaplanet with some incoming funds. I will be sidelined until there is complete clarity. I have five family members in Metaplanet. They will be reduced over time and no new buying as of now. My current favorite BTCTCs are Oranje

[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] Metaplanet-Aktionäre: Keine Panik, keine Gerüchte. BTC, Volumen und Shortpositionen beobachten, Fakten teilen und jeder entscheidet selbst, ob er hält, kauft oder verkauft. Wenn Shorts eindecken müssen, erledigt der Markt den Rest. 🔥

[image] ⚡️+192 BTC for @_ALCPB ⚡️

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

[text] SWC have today announced their preference share "MORE" is launching at £90 with a 12% dividend paid weekly. Huge for the UK 🇬🇧 and BTC

[image] Metaplanet short squeeze happened on DN3 (EU ticker) instead of 3350 (JP) or MPJPY (US). I think this is because of the much lower volumes on DN3 and probably a proportionally higher short level on the EU ticker. What are the chances the EU ticker does the same this time

[image] Capital B did not only raise 21m euro's today but they also doubled down on the warrent program ⚡️🤯 The warrant program: 🔸Wave 1 (earlier this year): 5 warrant tranches that could raise 135 MILLION EURO. 🔸Wave 2 (from today): 3 more tranches that could raise ANOTHER 136

[image] To make it simple: Capital ₿ stock price acts like Bitcoin… this year but better: • Bitcoin goes up 1% -> @_ALCPB stock usually goes up ~1.5% (more gains) • Bitcoin goes down 1% -> @_ALCPB stock usually goes down only ~0.8% (less pain)

[image] Was after long time back on @Strive website and just WOW. Congrats to the marketing team because you nailed eery single aspect of the branding and value proposition while addressing potential investors concerns. Love the work there. Love Strive - the daily dividend company. At

[image] Everyone should follow Miller for deep Bitcoin and Bitcoin Treasury Co analysis - he has a unique way of making complex data easy to understand 🙏 This post alone breaks down this weeks Bitcoin, MSTR, ASST, Capital B, Metaplanet, STRC, SATA and SWC activity 🔥

[image] Not many people know that @asjwebley held a senior position for a decade at Hargreaves Lansdown - the UK's largest investment and savings platform, before starting @smarterwebuk I took a large position shortly after IPO when I looked him up on Linkedin and read this detail.

[text] Update time on the 1M @_ALCPB shares👇 (100k shares reverse stock split adjusted) Purchase information: 🔸Date bought: 23 June 2026 🔸Total shares 100,000 (after stock split) 🔸Price per share € 4.15 (after stock split) 🔸Investment: €415,000 🔸Investment in BTC: 7.5 BTC

[text] Agreeing on this. Metaplanet is my biggest BTC treasury position. I’m always of the idea that the right incentives drive the right actions. Let’s go a ahead and make sure all incentives are aligned! @gerovich @DylanLeClair

[text] People will tell you why a BTC Treasury has a higher mNAV after it already does. Others will tell you why another has a lower mNAV after it already does. That is just another version of price-makes-narrative. Those who say mNAV will not expand while in bear market

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

[text] The direction is clear. I wouldn’t trust any other company to achieve this in a peculiar market like Japan. The impatient investor will leave money on the table.

[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.

[image] $ASST eyeing #2 position on the Bitcoin Equity List by 2026 year-end. $SATA best in class for digital credit. Unbelievable pace. Keep accelerating $BTC acquisition plan. 2027 will be great for Team Orange.

[text] Looking like $SWC is doing OK..... 🚀

[image] This is a baller move by @BitcoinTCAB

[image] Can you guys please stop buying this company? I’m planning to rotate to it as my other treasury holdings get a bit hot. Those of you who are buying it are ruining the play. Please stop.