Bitcoin Treasury Management - Discussed custody models for BTC treasury companies at the Bitcoin Treasuries Unconference in NYC [1] - Shared the stage with @macrojack21 and @IIICapital [1]

Market Trends & Investment Opportunities - Bitcoin treasuries continue accumulating despite sideways market movement [1] - Anticipated rate cuts are expected to provide market support, but the associated costs remain a concern [1] - Predictive markets, such as Polymarket, offer insights into potential outcomes, exemplified by NFL game predictions [1] Risk Management & Security - The crypto industry emphasizes the importance of avoiding scams and verifying information sources [1] - Diversifying crypto storage is crucial for security [1] - Awareness of AI scams is essential for protecting assets [1] - Securely storing seeds and passwords, potentially using tamper-resistant methods, is recommended [1] - Users should be cautious of scam messages, DMs, or emails [1] Tax & Regulatory Landscape - A new crypto tax rule is anticipated in 2025 [1] Educational Resources & Tools - Simplified crypto education resources are available [1] - Crypto IRA accounts offer potential benefits [1] - On-chain, macro, and strategy analysis sites provide valuable insights [1] - Crypto tax software and portfolio trackers can aid in tax compliance [1] Exchange & Wallet Recommendations - Kraken is recommended as an exchange [1] - Tangem cold storage wallet is highlighted for its security and ease of use [1]

Bitcoin Treasuries - The report discusses the risks and rewards associated with holding Bitcoin as a treasury asset [1] Industry Focus - The discussion features Pete Rizzo, suggesting an expert perspective on the topic [1] Content Type - The content is presented as a Chain Reaction episode, indicating a discussion or interview format [1]

Market Risk - Hex Trust CEO warns that leverage could turn Bitcoin treasuries risky [1] Company Focus - Hex Trust CEO's warning highlights the potential dangers of using leverage in Bitcoin investments [1]

Bitcoin Holdings Overview - Public companies collectively hold 979,333 BTC [1] - The data can be broken down by country, company, and total supply share [1] Resource - Further exploration is available at the provided URL [1]

Bitcoin Holdings - Public companies hold nearly 1 million BTC [1] - 91% of Bitcoin treasuries are held by US-based companies [1] Dashboard Features - The dashboard tracks Bitcoin buying activity [1] - The dashboard tracks company locations holding Bitcoin [1] - The dashboard tracks the amount of Bitcoin controlled by each company [1]

Podcast Announcement - A new episode of "How Bitcoin Treasuries Will Cause The Next Bear Market" is available [1] - The podcast features @asilayhodling, @cbspears, and @btcszn2 [1] - The podcast is in partnership with @blockspacepod [1] Key Quote - @asilayhodling describes the situation as "kind of transparent Ponzi scheme" [1] Access Channels - The episode can be accessed on YouTube [1] - The episode can be accessed on Apple Podcasts [1] - The episode can be accessed via RSS feed [1]

Crypto Market & Investment Trends - 98 companies raised $86 billion in 8 weeks to invest in crypto assets [1] - Investment trusts experienced an 11x growth from 1927 to 1929 [1] - In 1929, trusts represented 33% of all capital issuance [1] MicroStrategy's Financials - MicroStrategy requires $300 million to $400 million annually for dividends [1] - MicroStrategy's Q1 revenue was only $111 million, which is less than its dividend obligations [1] Bitcoin Holdings - Public entities collectively hold approximately 900,000 Bitcoin [1]

RT CoinDesk Podcast Network (@CoinDeskPodcast)🎧 Catch the latest episode of 'How Bitcoin Treasuries Will Cause The Next Bear Market,' in partnership with @blockspacepod!"98 companies raised or announced plans to raise 86 billion to buy crypto in last 8 weeks. Most have no revenue and minimal employees" - @Melt_DemNOTES:• 98 companies raised $86B in 8 weeks for crypto• MicroStrategy needs $300-400M annually for dividends• Q1 revenue only $111M vs dividend obligations• Public entities hold ~900K Bitcoin total ...

Bitcoin Treasury Adoption - Semler Scientific 的董事长 Eric Semler 讨论了 Michael Saylor 对其的影响，以及比特币如何引领公司转型 [1] - 讨论了 Semler Scientific 采纳比特币作为公司资产储备的历程 [1] - 探讨了将比特币纳入公司资产负债表的实施过程 [1] - 讨论了为比特币投资筹集资金的问题 [1] - 讨论了针对公司比特币资产储备的潜在目标公司 [1] Institutional Perspective - 讨论了机构采纳比特币以及建立信誉的问题 [1] - 探讨了大型科技公司对比特币的犹豫态度 [1] Financial Innovation - 讨论了比特币带来的金融创新 [1] - 讨论了稳定币的增长 [1] Challenges - 讨论了市值净资产倍数 (mNAV) 和流动性挑战 [1]