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Analysis: DATs Keep Buying Bitcoin, Outperforming ETFs Is the Hard Part
15.10.2025
The boom in corporate bitcoin buyers highlights how fast DATs are scaling. But their model is fragile when outperformance depends on premiums, converts, and cheap debt
Michael Saylor's Strategy the Architect of New Bitcoin-Backed Fixed Income Market: Benchmark
9.10.2025
The company's bitcoin-linked perpetual preferred shares give it a lasting capital edge, analyst Mark Palmer said
MARA Holdings Produced 736 Bitcoin in September, Holds 52,580 BTC in Treasury
3.10.2025
MARA Holdings (MARA) produced 736 BTC in September, up 4% from August, and won 218 blocks on the Bitcoin network, the company said in an update on Friday.The company, which positions itself as both a miner and a bitcoin treasury operation, said it was a BTC net seller during the month, taking note...
Bakkt Shares Still Look Cheap After 170% Rally: Benchmark
30.9.2025
The firm has opportunities in three areas: crypto infrastructure, stablecoin payments and its bitcoin treasury strategy
NYDIG Calls for Bitcoin Treasury Companies to Drop 'Misleading' mNAV Metric
27.9.2025
NYDIG argued that mNAV fails to account for operating businesses and uses assumed shares outstanding, which can be inaccurate
Corporate Clients Hold Up to 15% of Assets on Mercado Bitcoin, Exchange Exec Says
27.9.2025
These companies are not actively trading, but rather holding onto their bitcoin and stablecoins like USDT and USDC for conservative, cash-management purposes
Semler Scientific Still Has Nearly 170% Upside After Strive Buyout Deal: Benchmark
23.9.2025
Semler (SMLR) rose to just $32.06 yesterday even as the implied acquisition value was above $86, an unusually wide arbitrage spread, said analyst Mark Palmer
Bitcoin to Join Gold on Central Bank Reserve Balance Sheets by 2030: Deutsche Bank
22.9.2025
As investors look for alternatives to traditional assets, bitcoin could evolve from a speculative bet into a legitimate pillar of the global financial system, the bank said
Metaplanet Sets Up U.S., Japan Subsidiaries, Buys Bitcoin.jp Domain Name
17.9.2025
The company also plans to raise 204.1 billion yen ($1.4 billion) in an international share sale to increase its bitcoin holdings
Corporate Bitcoin Buying Slows in August as Treasuries Add $5B
14.9.2025
Public companies crossed 1 million BTC in holdings, but overall accumulation lagged compared to July, a pause that coincided with Bitcoin's bull market stalling
Strategy's S&P 500 Snub is a Cautionary Signal for Corporate Bitcoin Treasuries: JPMorgan
11.9.2025
The company's bid to join the S&P 500 index was rejected, despite meeting eligibility criteria, the report said
Metaplanet Brings Bitcoin Holdings to More Than 20K With Latest Purchase
8.9.2025
The firm Monday announced a modest acquisition of 136 BTC
Sora Ventures to Buy $1B in Bitcoin With New Treasury Fund
5.9.2025
The fund aims to strengthen Asia's network of bitcoin treasury firms and has secured $200 million from investors in the region
Strategy’s Equity Shift Is No Retreat From Bitcoin Strategy, Benchmark Says
2.9.2025
Analyst Mark Palmer reiterated his buy rating and $705 price target on the Michael Saylor-led company, which is more than a double from current levels
Major Bitcoin Breakout Could be Brewing as Retail and Institutions Stack ‘Relentlessly’
31.8.2025
Bitcoin accumulation by retail and institutions is hitting highs, with one analyst saying it could set the stage for a major breakout as price steadies near $109,000
Businesses Are Absorbing Bitcoin at 4x the Rate It Is Mined, According to River’s Research
30.8.2025
River’s new flow map suggests companies absorb around 1,755 BTC per day versus approximately 450 mined, with funds and ETFs adding more demand
AMBTS Raises $23.2M to Build Bitcoin Treasury, Targets 1% of BTC in Circulation
29.8.2025
The Amdax-backed initiative sets sights on Euronext listing; The founder of bitcoin miner Hut 8 is among the investors
Corporate Bitcoin Treasuries Could Raise Credit Risks, Morningstar DBRS Says
21.8.2025
Regulatory uncertainty, volatility, and liquidity challenges, could all elevate the credit risk profile of firms adopting a crypto treasury strategy, the report said
KindlyMD Closes $200M Convertible Note Funding for More Bitcoin
18.8.2025
Shares are lower by 11% on Monday with an analyst noting NAKA's convertible note terms were somewhat more stringent than those afforded to Michael Saylor's Strategy
Digital Asset Treasury Firms Plunge as Bitcoin Tumbles Below $117K, ETH Slides to $4.4K
15.8.2025
The crypto rally continues to quickly reverse course just two days after bitcoin surged to a new record and ether soared to a five-year high