David Bailey's Bitcoin treasury play Nakamoto acquires BTC Inc and UTXO Management https://t.co/KDKrAI3xHZ ...

Japan's Metaplanet is the latest Bitcoin treasury to acknowledge that its business has come under pressure amid the digital asset's latest slide.Read more: https://t.co/tl2EC2vylA ...

Japan-listed Bitcoin treasury firm Metaplanet reported FY2025 revenue of ¥8.905 billion (+738% YoY) and operating profit of ¥6.287 billion (+1,694% YoY). As of December 31, 2025, it held 35,102 BTC, up from 1,762 BTC a year earlier, and recorded an unrealized Bitcoin valuation loss of about ¥102.2 billion. https://t.co/mfIuayARzb ...

How do you change the mindset within a company. Basically using another money to influence the the certainty/ uncertainty of of a company's future >> in 10 20 years. Do you have a fiat treasury company or do you have a Bitcoin treasury company.Because you're either saving in the currency that's devaluing or you're saving in the currency that's increasing in. ...

The #Bitcoin treasury company Nakamoto(@nakamoto), which had previously accumulated 5,400 $BTC($376.4M), just moved 933 $BTC($65M) to a new wallet.https://t.co/wdwpwaf0hU https://t.co/fjJJtC0I3r ...

How do we judge um all these Bitcoin treasury companies popping up and what do you see as the biggest risks. >> Yeah. Um well, the playbook is extremely simple and it's public and the way to differentiate is to not differentiate. Um the way to uh outperform the market is to adopt the simplest and the less risky uh approach which is to just raise capital, accumulate Bitcoin, hold it forever, not sell it, not lose it.And 99% of companies will just forget about it and they will try to do something different, s ...

Group 1: Market Overview - The market is experiencing a renewed appetite for risk, with Bitcoin (BTCUSD) climbing above $95,000 and reaching $97,000 this week, indicating a resurgence in cryptocurrencies after a period of underperformance [1] - This rally is coinciding with cooling U.S. inflation signals, stable employment figures, and strong inflows into crypto ETFs [1] Group 2: Company Profile - MicroStrategy, now operating as Strategy (MSTR), is heavily investing in Bitcoin, demonstrating strong optimism in digital assets [2] - The company is the world's first and largest Bitcoin treasury company, having pivoted from enterprise analytics software to Bitcoin as its primary treasury reserve asset [3] Group 3: Financial Performance - Strategy's market capitalization stands at $49.1 billion [4] - Over the past 52 weeks, Strategy's stock has declined by 52.67%, and by 61.9% over the past six months, while the S&P 500 Index has increased by 16.89% and 10.8% during the same periods [4] - The stock reached a 52-week high of $457.22 in July 2025 but is currently down 62% from that level; however, it has gained 10.4% over the past five days and is up 16% from its 52-week low of $149.75 [5] Group 4: Valuation Metrics - MSTR's stock is trading at a discount compared to its peers, with a price-to-earnings ratio of 6.25x, significantly lower than the industry average of 32.73x [6] Group 5: Recent Earnings Report - On October 30, Strategy reported its third-quarter results for fiscal 2025, with total revenue increasing by 10.9% year-over-year to $128.69 million, surpassing Wall Street analysts' estimate of $117.10 million [7] - The growth was driven by a 62.9% annual increase in total product licenses and subscription services revenue, which reached $63.35 million [7]

Company Overview - Kindly MD, Inc. is a healthcare and healthcare data company that integrates prescription medicine with behavioral health services, operating specialty outpatient clinics on a subscription and fee-for-service basis [2] - The company offers a range of services including chronic pain management, cognitive behavioral therapy, trauma recovery, and preventive care, along with data collection and online marketing services [2] Recent Developments - In mid-May 2025, Kindly MD merged with Nakamoto Holdings Inc., a Bitcoin-focused firm, transforming into a Bitcoin treasury company and currently holds approximately 5,398 BTC valued at over $483.38 million [3] - On December 10, 2025, Kindly MD received a delisting notice from Nasdaq due to its shares failing to trade above the minimum bid price of $1 for 30 consecutive business days [4] Compliance and Stock Performance - Kindly MD has until June 8, 2026, to regain compliance with Nasdaq's listing requirements by maintaining a closing bid price of at least $1 for 10 consecutive trading days, with a possible extension [5] - Despite compliance challenges, Kindly MD's stock opened 2026 with a gain of over 12.28%, trading near $0.394, and showed a year-to-date gain of 7.37%, although it is down 20.20% over the past month [5][6]

Core Insights - Strategy (NASDAQ: MSTR) transitioned to a Bitcoin treasury company in February 2025, following its initial Bitcoin purchases in August 2020, with over 100 companies adopting a similar model [1][3] - Bitcoin treasury companies have sometimes outperformed Bitcoin itself, but this can be misleading due to the inherent risks associated with their business model [1][4] Group 1: Business Model and Performance - Strategy has accumulated 671,268 BTC, valued at $59 billion as of December 25, making it the largest holder among publicly traded companies [3] - The company has utilized leverage through secured bonds, convertible bonds, and stock sales to enhance its Bitcoin holdings [3][7] - Over the past three years, Strategy's stock has increased by 876%, significantly outperforming Bitcoin's 420% return, but in the last six months, Bitcoin has lost 17% while Strategy's stock has dropped by 59% [4][7] Group 2: Risks and Considerations - The use of leverage amplifies risks, particularly in volatile markets like Bitcoin, which can lead to substantial losses during downturns [4][7] - Analysts suggest that there are better investment opportunities than Bitcoin at present, with a focus on identifying stocks that could yield higher returns [6][7]

RT Natalie Brunell ⚡️ (@natbrunell)I really enjoyed this conversation with Strategy CEO Phong Le. We cover banks coming into Bitcoin, the company's USD reserve, recent FUD and negative sentiment about price, defending MSCI inclusion and the 2026 roadmap.You also don't want to miss Phong’s origin story. His refugee-to-CEO journey is the kind of perspective that sticks with you: when you’ve lived through instability, you understand why sound money isn’t an ideology...it’s a lifeline.TIMESTAMPS:00:00 Bitcoin F ...