How does the future of BTCTC look like - With Brian Brookshire from H100
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What Is a Bitcoin Treasury Company? Structure, Strategy, and Why It Matters
Corporate treasuries have a problem. Cash loses purchasing power. Short-term bonds yield next to nothing in real terms. The fiat system offers no structural solution. Only managed decline. A growing class of public companies has responded by placing Bitcoin at the center of their balance sheet. These are bitcoin treasury
Nakamoto’s $107 Million Roll-Up: Strategic Logic Meets Structural Reality
When Nakamoto Inc. (NASDAQ: NAKA) announced its agreement to acquire BTC Inc. and UTXO Management GP, LLC, the market reaction was swift and largely negative. Shares fell sharply amid heated debate over valuation, dilution, and leadership optics. Yet beneath the volatility lies a more nuanced picture. Stripped of capital structure
Metaplanet FY2025: From Small-Cap Operator to ¥500 Billion Bitcoin Financial Vehicle
In 2025, Metaplanet Inc. (TSE: 3350) executed one of the most dramatic balance sheet transformations ever seen in Japanese public markets. In twelve months, total assets expanded from ¥30.3 billion to ¥505.3 billion a 16-fold increase. Net assets surged to ¥458.6 billion. Bitcoin holdings rose from 1,
Why STRC Trades Near $100 While Bitcoin Draws Down
Executive Summary Early 2026 delivered a violent stress test for every instrument indirectly linked to Bitcoin. Spot BTC fell roughly 50% from late-2025 highs, compressing equity risk premia and detonating P&L optics for bitcoin-exposed corporates. Yet Strategy Inc.’s Variable Rate Series A Perpetual Stretch Preferred (STRC) largely