RT Bitcoin For Corporations (@BitcoinForCorps)1/ Not all #Bitcoin treasury companies are created equal.According to @Saylor, there are 3 models—each Bitcoin treasury model with its own approach defined by how deeply Bitcoin is embedded in their capital strategy.Let's break them down: 🧵👇 https://t.co/XTQjdTVkOE ...

Bitcoin treasury companies now hold 1.02 million BTC worth $117 BILLION. - BitwiseGradually, then suddenly 🟧🔥 https://t.co/HSy2dTzfrk ...

🇧🇷 LATEST: OranjeBTC went public on Brazil’s B3 exchange, holding 3,675 $BTC as the nation’s largest Bitcoin treasury. https://t.co/WZHUzgZXEm ...

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 ...

Core Insights - The proliferation of Bitcoin treasury firms in the U.S. has led to the emergence of mNAV, a company focused on providing dashboards for these firms, reflecting a shift in its branding and business model [1][2] - mNAV's name stands for multiple-to-net asset value, a metric used to assess Bitcoin treasury firms by comparing market capitalization to digital asset holdings, among other metrics [2] - New sectors such as cannabis, distilleries, and healthcare are increasingly investing in digital assets, aiming to replicate the success of Strategy, the largest corporate Bitcoin holder [3] Company Developments - mNAV's first dashboard was created for Capital B, allowing investors to view various metrics in USD and EUR, and compare Capital B's share performance against Bitcoin [4] - The company has developed dashboards for 17 Bitcoin-buying firms, with notable clients including Strategy, which holds a $79 billion Bitcoin stockpile [5] - mNAV is exploring the potential to provide in-depth analysis on Bitcoin treasury firms, building on the success of its initial dashboard [6]

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 ...