Bitcoin treasury companies can no longer rely on holdings alone to stand out. Jurisdiction, capital strategy, and leadership now define shareholder trust and mNAV.

Neste Bipa Cast, Caio Leta (@BitcoinExplica) conversou com o Cauê Oliveira (@caueconomy), head de pesquisa da BlockTrends, sobre os dois principais motores deste ciclo de alta do Bitcoin: os ETFs de Bitcoin e as Bitcoin Treasuries Companies.

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In this episode, Nik explains why US Treasury stability is critical for sustained Bitcoin strength by walking through repo markets, bond volatility, and Fed balance sheet dynamics. He breaks down how year-end funding stress, Treasury issuance choices, and…

Public companies now hold over 1.1 million BTC, 6.5 million ETH, and 17.6 million SOL - but the buying peaked near all-time highs. With Bitcoin down 41%, corporate accumulation has slowed dramatically. We break down 6 months of treasury flows across $BTC…

11% yield in a toxic Treasury world? What stops this frenzy? A Bitcoin dip? Or worse? #lukemikicshorts #Bitcoin #Yield #Treasuries #Market

$MSTR just sold 3,588 BTC and many are calling it the top. But this only represents 0.42% of their total Bitcoin holdings, while the remaining stack is still worth about 179% of the company's market cap. Panic selling or smart capital management?