RT Chaitanya Jain (@_ChaitanyaJ)My Bitcoin Treasury & $MSTR Playbook discussion with @IIICapital.0:00 - Intro0:31 - Harvard to Strategy: CJ’s bitcoin treasury role2:24 - The most important KPI for bitcoin treasury companies5:14 - Why outperforming bitcoin is the ultimate benchmark6:59 - Short-term price dislocations vs long-term performance9:24 - Saylor’s forever time horizon11:00 - Why volatility and volume matter for capital markets strategy13:08 - The ideal bitcoin strategy for emerging treasury companie ...

Company Success - Nakamoto's deal closing is a positive sign for Bitcoin Treasury companies like $NAKA [1] - DavidFBailey's contribution is considered an incredible asset to Bitcoin [1] Bitcoin Ecosystem - Success of Bitcoin Treasury companies like $NAKA is beneficial for Bitcoin [1]

Core Viewpoint - Genius Group Limited is pursuing a dual listing on an Asian exchange to enhance shareholder value and accessibility, responding to interest from Asia-based investors [1][5]. Group 1: Company Overview - Genius Group is a Bitcoin-first education company that provides AI-powered solutions, serving 5.8 million users across over 100 countries [6]. - The company has been publicly listed on NYSE American since April 2022, with a majority of its shareholders based in Asia and Oceania prior to the IPO [2]. Group 2: Dual Listing Rationale - A dual listing in Asia is expected to facilitate easier access for shareholders in regions such as Japan, Korea, China, India, Southeast Asia, and Australia [2]. - The company believes that a dual listing would also benefit shareholders in North America and Europe by providing additional liquidity, fair price discovery, and 24-hour trading [3]. Group 3: Implementation Plan - The Board of Directors has approved the pursuit of a dual listing and directed management to appoint experts to identify the most suitable Asian exchange [4]. - The selection process for the exchange is anticipated to take two to three months, with updates to be provided to investors once a suitable exchange is identified [5]. Group 4: Market Position - The CEO of Genius Group highlighted the company's potential to lead in the Asian market for public Bitcoin Treasury companies, which is still in its early phases compared to the US [5]. - Current investors have shown strong interest in a dual listing in South Korea, with Australia, Malaysia, Thailand, Hong Kong, and Japan also being considered as potential locations [5].

Top 100 Bitcoin treasury companies hold almost 1 MILLION Bitcoin 🤯 https://t.co/bNs8I0WZMe ...

Financial Data and Key Metrics Changes - CleanSpark reported record-setting revenue of approximately $199 million for the third quarter, representing a 94% increase year-over-year and a 9% increase from the previous quarter [5][33] - Earnings per share reached $0.90, supported by gross margins of 54.6% [5][34] - The company produced 20.12 Bitcoin during the quarter, a 28% increase compared to the same quarter last year [33] - The total Bitcoin treasury grew to approximately $1.08 billion, an increase of over $100 million since the last quarter [6][39] - The marginal cost per Bitcoin was $44,806, reflecting a 5% increase over the previous quarter, primarily due to increased mining difficulty [36] Business Line Data and Key Metrics Changes - CleanSpark achieved an operational hash rate of 50 exahash, marking a significant milestone as the first publicly traded company to reach this level with American infrastructure [7][9] - The average power efficiency of the mining fleet improved to just over 16 joules per terahash [7] - The all-in cost per kilowatt hour decreased to $0.56, nearly $0 lower than in the second quarter [8][36] Market Data and Key Metrics Changes - The company holds approximately 5.6% of the global hash rate, an increase from 4.3% at the end of fiscal 2024 [15][16] - The average revenue recognized per Bitcoin produced was approximately $99,000, a 50% increase year-over-year [34] Company Strategy and Development Direction - CleanSpark aims to become the global leader in Bitcoin mining, focusing on operational excellence and capital stewardship [10][31] - The company is evaluating approximately 1.2 gigawatts of near-term power opportunities and an additional 1.7 gigawatts of long-term projects [21][22] - The strategy includes a balanced approach between monetizing new production and growing the Bitcoin treasury [47][48] Management's Comments on Operating Environment and Future Outlook - Management highlighted supportive macro and policy tailwinds, including recent regulatory developments that could drive increased demand for Bitcoin [23][24] - The company is optimistic about the future, expecting to capture a greater share of the global hash rate and continue its growth trajectory [14][15] Other Important Information - CleanSpark's total debt stands at approximately $820 million, with a significant portion related to a convertible transaction [39] - The company has onboarded several high-quality counterparties for its digital asset management team and completed its first derivative transaction [40][41] Q&A Session Summary Question: Can you elaborate on the 200 megawatts of additional contracted power available? - Management indicated that the 200 megawatts are in areas of existing operations and will focus on rolling out the next phase of infrastructure quickly [54][55] Question: What is the current M&A landscape and appetite for potential deals? - Management sees a robust pipeline in the private space and is ready to take advantage of opportunities as miners pivot to other areas [57][59] Question: When do you expect to reach targeted run rates for the digital asset management strategy? - Management expects a ramp-up in the coming quarters, with a measured approach to onboarding additional counterparties [62][64] Question: How are conversations with utility partners regarding the growth pipeline? - Management emphasized the flexibility of their operations, which positions them favorably in discussions with utilities [66][68] Question: What percentage of the Bitcoin treasury will be used for yield generation? - Management plans to use approximately 40% of the huddle balance to generate a target yield of 4% [72][73] Question: How does the company view the existing tariff environment regarding fleet expansion? - Management acknowledged the secondary market for hardware purchases as an option and noted the fluctuating tariff environment [108]

RT BSCN (@BSCNews)PARATAXIS MERGES WITH SILVERBOX FOR $640M PUBLIC BITCOIN TREASURY FIRM- Parataxis Holdings is merging with SilverBox Corp IV in a SPAC deal aimed at creating a publicly listed Bitcoin treasury company.- The combined entity, to trade under the ticker PRTX, could raise up to $640 million.- Roughly $240 million is expected to come from the SPAC trust, subject to redemptions. An additional $400 million may be raised via a new equity line. Parataxis plans to deploy $31 million immediately to bu ...

Merger & Acquisition - Parataxis Holdings 将与 SilverBox Corp IV 进行 SPAC 并购，旨在创建一家公开上市的比特币国库公司 [1] - 合并后的实体将以股票代码 PRTX 交易，可能筹集高达 6.4 亿美元 [1] - 预计约 2.4 亿美元将来自 SPAC 信托，但需视赎回情况而定，另有 4 亿美元可能通过新的股权融资获得 [2] Bitcoin Treasury Strategy - Parataxis 计划立即部署 3100 万美元购买比特币 [2] - 该公司将效仿 MicroStrategy 的模式，利用其资产负债表逐步积累比特币 [3] - 合并使 Parataxis 有望加入持有大量 BTC 的上市公司行列，目前总额接近 900 亿美元 [3] Market Focus - Parataxis Korea 在与 Bridge Biotherapeutics 达成协议后，自 6 月以来股价上涨了 4.5 倍 [3] - 该公司认为韩国是一个具有高影响力的市场，尽管交易量很高，但缺乏现货比特币 ETF [3] Strategic Goals - CEO Edward Chin 表示，此举使该公司能够更接近于在渗透不足的市场（包括韩国和美国）提供机构级 BTC 敞口 [2]

BitBridge to go public as bitcoin treasury firm and launch BTC-backed loans https://t.co/A9aTqvPGWX ...

With the first pick in the Bitcoin Treasury draft, ProCap BTC LLC has selected Jeff Park (@dgt10011) https://t.co/4VVAvXLM7c ...

Bitcoin Holdings - Top 100 public companies collectively hold 955,526 BTC [1] - 20 companies increased their Bitcoin holdings in the last 7 days [1]