bitcointreasury

MicroStrategy, one of the largest corporate holders of Bitcoin, is currently facing a significant unrealized loss on its BTC treasury holdings following the recent market pullback.
According to the latest publicly available data, the company’s Bitcoin position is showing nearly $900 million in unrealized losses, reflecting the gap between its average acquisition price and Bitcoin’s current market value. Importantly, this loss remains unrealized, meaning no Bitcoin has been sold and the accounting impact exists only on paper.
🧾 Why This Matters
MicroStrategy’s strategy of holding Bitcoin as a primary treasury reserve asset has made it a real-world case study for institutional crypto exposure. When Bitcoin prices rise, the company benefits from asset appreciation. When prices decline, balance-sheet pressure becomes more visible.
This development highlights a key reality for both institutions and individual investors:
Bitcoin volatility directly affects financial reporting, even without active trading.
📊 Accounting Perspective
Under current accounting rules, companies must recognize impairment losses when Bitcoin prices fall below purchase levels, but cannot mark gains upward unless assets are sold. This creates an asymmetric reporting effect that can amplify perceived downside during market corrections.
🧠 Broader Market Insight
The situation does not reflect a change in MicroStrategy’s stated Bitcoin strategy, but it does underline how market cycles influence corporate exposure to digital assets. It also shows why treasury allocation decisions require long-term risk tolerance and clear governance frameworks.
$BTC
#CryptoNews #Bitcoin #InstitutionalCrypto #BitcoinTreasury

In 2026, the corporate boardroom has officially turned into a high-stakes trading floor. As Bitcoin hovers near $78,500, the boldest companies on the planet are facing a brutal reality: billions in "unrealized losses" that make for some very uncomfortable quarterly reports.
But if you look past the red ink, a different story emerges. This isn't just about a price drop—it's a massive experiment in financial resilience.
The late-January market flush has created a sharp divide. While early movers like Tesla and SpaceX sit on a combined $1.7 billion portfolio with a comfortable historical buffer, the "Late Adopters" are feeling the pressure.
The Stats That Matter:
* MicroStrategy ($MSTR): Still the king of the mountain, but reported a staggering $17.44 billion unrealized loss in Q4 2025 as Bitcoin slid from its $126k peak. Despite this, they just bought another $116 million in BTC this January.
* Metaplanet: The Japanese powerhouse is feeling the "Late Entry" sting. With a non-cash impairment booked against its 35,000+ BTC, the firm is navigating massive headline losses while raising $137 million in new capital to—you guessed it—buy more Bitcoin.
* The "Discount" Factor: For the first time in years, many of these stocks are trading below their Net Asset Value (NAV). This means the market is pricing the companies at less than the value of the Bitcoin they hold.
⚙️ The Survival Strategy: Why They Aren't Selling
Why don't these CEOs panic? Because in 2026, the game is Liquidity, not just PnL.
* The "War Chest" Shield: MicroStrategy hasn't just been stacking sats; they built a $2.25 billion USD reserve. This cash gives them a 12–24 month "runway" to pay interest and dividends without ever having to touch their Bitcoin.
* Equity over Debt: Instead of taking out high-interest loans, firms like Metaplanet are using stock warrants. This allows them to raise money from "True Believer" investors to fund accumulation, keeping the company safe from the "Interest Rate Trap."
* The Accounting Mirage: Under the new fair-value rules, these companies must report the loss when Bitcoin drops, but the "Loss" is just numbers on a page. Unless they sell, no actual money has left the building.
💬 Vibe Check: Conviction or Crazy?
We are watching a historic "Game of Chicken" between corporate treasuries and the market. Do you think Michael Saylor is a visionary for "buying the blood" at $78k, or are these companies taking a risk that could sink them? 📉🤔
Are you following the "Institutional Playbook" and holding through the dip, or are you waiting for more blood? Let's talk strategy below! 👇
#BitcoinTreasury #MSTRstock #metaplanet #CorporateCrypto #MarketCrash2026 $BTC $BNB $ETH

2026年1月底，Strategy（前MicroStrategy）继续执行其比特币国库策略：通过ATM股票发行、可转债和优先股（如STRC/Stretch系列）融资，持续增持BTC。最新数据（公司公告+bitcointreasuries.net等来源）：
- 总持仓已超70万枚BTC（约占流通量的3.5%+），平均成本约$75,000–$76,000/枚。
- 近期单周增持规模常在数亿美元级别（如1月某周$2.13B买22k+枚），2025年至今$BTC 收益率约11%+。
- 市值与BTC持仓价值接近或略有溢价，$MSTR股价波动与BTC高度联动。
Strategy的玩法本质是“递归融资买币”：发行股权/优先股 → 资金买BTC → 持仓增值 → 支撑股价/再融资循环。Saylor强调BTC作为长期储备资产，目标是最大化BTC per share。
当前BTC在$93k–$95k附近震荡，Strategy浮盈超百亿美元，但稀释风险+市场回调可能带来压力。长期看，机构采用加速下，这种模式或继续推高BTC需求。
你们怎么看Strategy的增持路径？是BTC最大化杠杆，还是高风险稀释游戏？欢迎评论区讨论～
#strategy #BTC #BitcoinTreasury #Crypto2026n #writetoearn

তাদের BTC হোল্ডিং বাড়িয়ে নতুন মাইলফলক স্পর্শ করেছে। বিস্তারিত নিচে দেওয়া হলো:
​নতুন হোল্ডিং: কোম্পানিটি নতুন করে ৪১৬টি $BTC কিনেছে।
​মোট বিটকয়েন: তাদের বর্তমান মোট বিটকয়েন হোল্ডিং দাঁড়িয়েছে ৫,৮৪৩ টি-তে।
​প্রতিষ্ঠানের অবস্থান: এই বৃদ্ধির ফলে আমেরিকান বিটকয়েন এখন বিশ্বের অন্যতম বৃহৎ কর্পোরেট বিটকয়েন হোল্ডারদের তালিকায় ১৮তম স্থানে
উঠে এসেছে।
​প্রসঙ্গ: ২০২৫ সালের সেপ্টেম্বরে নাসডাকে Nasdaq তালিকাভুক্ত হওয়ার পর থেকে এটি দ্রুতগতিতে বিটকয়েন সঞ্চয় করে চলেছে।
​অন্যান্য কি-ওয়ার্ড আপডেট:
​$AXL এর প্রাতিষ্ঠানিক ব্যবহারের সম্ভাবনা নিয়ে আলোচনা চলছে।
​$PUMP বাজারের অস্থিরতায় পাম্প-ডাম্প কয়েনগুলোর দিকে নজর রাখা প্রয়োজন।
​#USIranStandoff: ইরান ও যুক্তরাষ্ট্রের চলমান উত্তেজনার কারণে গ্লোবাল মার্কেটে এবং তেলের দামে অস্থিরতা বাড়ছে, যা পরোক্ষভাবে ক্রিপ্টো মার্কেটকেও প্রভাবিত করছে।
​#AmericanBitcoin #TrumpCrypto #BTC #BitcoinTreasury #CryptoNews2026 #AXL #MarketUpdate

#stragetyBTCpurchase
MicroStrategy which at this point is basically a Bitcoin development company just made its largest single BTC purchase since mid 2025, scooping up 2,932 BTC (~$264M) last week.
• The War Chest: Total holdings now sit above 712,000 BTC roughly 3.4% of Bitcoin’s entire supply.
• The Playbook: Saylor isn’t timing dips anymore. He’s buying volatility and boredom. By funding purchases through MSTR equity and preferred stock, he’s effectively manufacturing Bitcoin exposure for shareholders. It’s a self reinforcing loop the market still hasn’t fully priced in.

Washington Is Turning the Volume Up 🇺🇸
The political tone around crypto has shifted fast and loudly.
• “Crypto Capital of the World”: At Davos, President Trump doubled down on positioning the U.S. as the global crypto hub, explicitly framing Bitcoin as a strategic asset in economic competition with China.
• GENIUS Act → Market Structure: With stable coin legislation already rolling, 2026 is shaping up to be about a full Market Structure Bill finally drawing hard lines between securities and commodities.
• Strategic Bitcoin Reserve: This idea is no longer fringe. It’s now being debated as a national security issue, which quietly forces every other nation to reassess their own exposure or lack of it.
Legitimacy vs. Volatility ⚖️
Does all this attention help Bitcoin? Yes and no.
1.Legitimacy: Once presidents and Senate committees are openly discussing “digital commodities,” the Bitcoin goes to zero narrative is basically dead. BTC becomes a permanent layer of global finance.
2.Volatility: The irony? As the floor rises, the ceiling gets louder. Bitcoin is now a macro proxy. Tariffs, rate decisions, Fed leadership changes it reacts instantly because it’s the most liquid “freedom asset” on Earth.
Bottom Line
We’re moving away from the old four year halving narrative and into a Policy & Treasury Cycle.
Volatility isn’t disappearing
but the players shaping it are getting much, much bigger.
And that changes everything. 🚀

The Blockchain Group raises €9.7M for Bitcoin growth.
Company acquires 624 BTC, totaling 1,471 BTC.TOBAM and Adam Back boost investment in shares.Strategy aims for 1,611 BTC in potential holdings.Funds support Europe’s leading Bitcoin treasury.
The Blockchain Group has raised €9.7 million through equity and convertible bond issuance to advance its Bitcoin Treasury Company strategy. The funds will strengthen the company’s Bitcoin holdings and operational growth.
Funding Details Unveiled
The company issued a convertible bond, subscribed and denominated in BTC, through its Luxembourg subsidiary, The Blockchain Group Luxembourg SA. This bond converts into shares of The Blockchain Group at €6.24 per share, with TOBAM investing €6 million. A second bond issuance, also in BTC, converts at €0.7072 per share, raising an additional €3.7 million.
Adam Back, a key investor, participated in the equity raise, subscribing to 2,126,565 ordinary shares at €0.544 per share. This adds €1.16 million to the company’s capital. Legal adjustments further increased share conversions for TOBAM and other OCA Tranche 1 holders.
Strategic Bitcoin Acquisition
The Blockchain Group now holds potential ownership of 80 BTC, boosting its total potential holdings to 1,611 BTC. This follows the completion of remaining operations outlined in the May 26, 2025, press release. The strategy aims to increase Bitcoin per share over time.
The company confirmed acquiring 624 BTC for €60.2 million, bringing its total to 1,471 BTC. This move reflects a yield of 1,097.6% year-to-date, showcasing aggressive growth in its treasury.
Investor Participation
TOBAM subscribed to the convertible bonds, converting them into 1,838,235 ordinary shares at adjusted rates. Adam Back’s investment included 1,485,957 ordinary shares, aligning with the company’s expansion goals. The funds will support further Bitcoin acquisitions and operational scaling.
Legal measures adjusted OCA Tranche 1 conversions, adding 262,605 shares for TOBAM at €0.544 per share. This totals €0.14 million, enhancing the company’s capital base.
The €9.7 million raise positions The Blockchain Group as a leader in Bitcoin treasury management. With 1,471 BTC valued at €131.9 million, the company solidifies its role in Europe’s crypto market. The strategy targets long-term value creation through Bitcoin holdings.
#BitcoinTreasury #BlockchainGroup #CryptoInvestment #BitcoinGrowth #FinanceNews