Core Viewpoint - KindlyMD plans to enhance its Bitcoin holdings through a five-year, $250 million secured convertible note deal with Antalpha, marking a strategic partnership between the two Nasdaq-listed companies [1][2]. Group 1: Financial Strategy - KindlyMD aims to utilize the convertible debt for long-term financing with reduced dilution risk for shareholders compared to standard convertible debt, as well as for general corporate purposes [2]. - The proceeds from the financing will be used to replace a previous $203 million Bitcoin-secured credit from Two Prime Lending Limited, although this facility will still be available [5]. Group 2: Market Context - KindlyMD has experienced a significant decline in its stock price, dropping over 77% in the past month to just above $1 per share, the lowest since late 2024 [3]. - Bitcoin has gained traction as a safe-haven asset during the U.S. government shutdown, with many investors viewing it as a protection against potential declines in the U.S. dollar's value [6]. Group 3: Company Position - KindlyMD is currently the 19th largest Bitcoin treasury, holding 5,765 BTC valued at approximately $718 million in the current market [7]. - The company's chair and CEO, David Bailey, emphasized the importance of this partnership in addressing financing needs and laying the groundwork for future initiatives tailored to Bitcoin treasury companies [3].

This firm makes dashboards for Strategy and dozens of other Bitcoin treasury firms—and business is booming. https://t.co/tbYepr0buG ...

As Bitcoin treasury firms proliferate in the U.S., an engineer-by-day is building dashboards for them on the other side of the world and cashing in on the industry’s latest craze. For a while, mNAV was called MicroStrategist, but its recent rebrand reflects a newfound focus on dozens of Bitcoin-buying firms, and counting, according to co-founder and company director Marty Kendall, who lives in Australia. “In a gold rush, sell shovels,” he told Decrypt. “Every company needs clarity and transparency, and they ...

Bitcoin miner MARA now holds 52,850 Bitcoin worth $6.4 BILLION2nd largest public company Bitcoin treasury after STRATEGY 🔥 https://t.co/lM6fVYMJTx ...

RT Bitcoin For Corporations (@BitcoinForCorps)TODAY: @Metaplanet_JP has become the 4th largest public #Bitcoin treasury company, holding 30,823 BTC.In its latest presentation, the company unveiled a blueprint with 4 pillars of a vertically integrated #Bitcoin platform: 🧵👇 https://t.co/EHBxV4e64j ...

RT J64 (@JBerneburg)“Essentially it’s like living in your Bitcoin, building a built-in Bitcoin treasury for your home.” - @JoeConsorti of @JoinHorizon_Joe and the Horizon team are building a bridge for the 35$ trillion home equity market to make its way into Bitcoin. Great to see the ecosystem evolve and find creative ways to get capital into BTC. Listen to @Adrian_R_Morris and Joe on @MSTRTrueNorth. ...

RT Bitcoin Magazine Pro (@BitcoinMagPro)Bitcoin treasury companies like Strategy have recently cumulatively surpassed over 1 MILLION BTC accumulated! 💸However, with just a slight tweak to their buying they could now be holding SIGNIFICANTLY MORE bitcoin for the same $ invested… 🤔Full analysis video here: 👇 https://t.co/cGDNrjaSzk ...

Group 1 - Cantor Equity Partners, Inc. is preparing to take Twenty One [XXI] public in Q3'25-Q4'25, focusing on establishing a Bitcoin treasury company [1] - XXI aims to hold a total of 43,500 Bitcoins as part of its public offering strategy [1] Group 2 - Michael Del Monte, an analyst with over 5 years of experience, emphasizes that investment recommendations should consider the entire investment ecosystem rather than evaluating companies in isolation [1]

RT Bitcoin For Corporations (@BitcoinForCorps)📺 The Bitcoin For Corporations ShowEpisode 16 now live — hosted by @BitcoinPierre@Strive merged with @SemlerSci just a week after going public—one of the fastest deals in market history. Pierre Rochard joins Strive’s @ColeMacro and @PunterJeff to break down the mechanics of this landmark deal and its impact on the #Bitcoin treasury industry.01:53 - Explaining The Semler Transaction04:58 - Strategic Benefits & Market Access12:13 - Equity Premium19:01 - Leverage & ...

UK-listed B HODL buys 100 BTC for $11.3 million to kick off its bitcoin treasury https://t.co/HG7lZf057v ...