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BitcoinTreasuries.NET

A website tracking public and private companies' Bitcoin holdings, aggregating treasury purchases, balances, and related disclosures across firms.

Known aliases

  • BitcoinTreasuries
  • Bitcoin Treasuries
  • BitcoinTreasuries.NET

Current stories

investOne report1 publisher

Strive's SATA preferred raised an estimated $55M for bitcoin, almost all in two sessions above par

Strive's SATA preferred stock raised an estimated $55 million this week through its at-the-market program, enough for about 638 bitcoin. Nearly all of it came on the two days the shares held their $100 par, because issuance stops below that price.

Publishers:news.bitcoin.com

Reality

Evidence55
Adoption40
Hype gap+20
Incentives45
Confidence50
investConfirmed3 publishers

Strive funds 469 bitcoin with preferred stock costing $11,170 per coin a year

Strive paid for last week's 469 bitcoin entirely with preferred stock. The coupon on its $1.04 billion of SATA is 13%, charged every business day, against a treasury of 25,000 coins. Warrants struck at $27 expire in mid-October.

Perspective Coverage

3 publishers
Builder
Builder 7%
Operator
Operator 22%
Investor
Investor 71%

Reality

Evidence72
Adoption55
Hype gap+12
Incentives65
Confidence70
investOne report1 publisher

Stack BTC agrees to pay up to £12m for a gold dealer owned by its own strategy chief

Stack BTC has agreed to pay up to £12 million for Direct Bullion, a gold dealer that earned £2.15 million after tax last year, and the seller is the treasury firm's own chief strategy officer. Aquis classes the deal as related-party.

Reality

Evidence55
Adoption18
Hype gap+38
Incentives84
Confidence58
investOne report1 publisher

Remixpoint sells four altcoins worth 4.5% of its crypto book to become bitcoin-only

Buyers in Japan, France, the UK and Dallas all added bitcoin in the same week; the Singapore name in the group sold its whole stack this year to repay $8.5m of debt, which is what a forced seller looks like.

Reality

Evidence48
Adoption63
Hype gap+37
Incentives72
Confidence52
investOne report1 publisher

Strive's 13% preferred funds a ninth straight day of buying at 29% of last week's pace

Nine days of purchases paid for by a security that disburses cash every business day is a demand read on the preferred rather than on bitcoin. The coins Strive bought last week at $79,431 are marked at $77,100.

Reality

Evidence58
Adoption61
Hype gap+24
Incentives72
Confidence54
investConfirmed4 publishers

Strategy's $6.69B in dollars came from selling stock, not selling bitcoin

A $1.59 billion discretionary pool now sits beside a $5.10 billion escrow for dividends and interest. Both were filled with equity, which moves the solvency question off the coin price.

Perspective Coverage

4 publishers
Builder
Builder 5%
Operator
Operator 23%
Investor
Investor 72%

Reality

Evidence82
Adoption79
Hype gap+16
Incentives72
Confidence76
investConfirmed4 publishers

Metaplanet buys a Nasdaq listing with 2,100 of its own bitcoin, and writes a template

The Tokyo-listed treasury firm is committing about $134.6 million in coins and cash for 95.7% of Super League. Shareholders and regulators in two countries still have to sign off.

Perspective Coverage

4 publishers
Builder
Builder 8%
Operator
Operator 25%
Investor
Investor 67%

Reality

Evidence74
Adoption26
Hype gap+27
Incentives68
Confidence66