According to @QCPgroup on X (Nov 13, 2025), BTC is emerging as a core treasury asset as digital assets shift from speculation to strategy (source: @QCPgroup). @QCPgroup states that QCP Founder @dariussitzl outlines in The Digital Banker how Digital Asset Treasuries are reshaping institutional portfolio management, liquidity, and diversification, with the full article available at thedigitalbanker.com/the-future-of-bitcoin-treasury (source: @QCPgroup; The Digital Banker).

According to the source, Trump Media reported a Q3 2025 net loss of $54.8M and disclosed holdings of 11,542 BTC valued at $1.3B as of Sept. 30; source: the source. Under FASB ASU 2023-08, fair value changes of crypto assets are recognized in net income for reporting periods beginning after Dec 15, 2024, linking DJT’s earnings volatility directly to BTC price moves; source: FASB ASU 2023-08. Traders should monitor upcoming SEC 10-Q and 8-K filings for any changes in BTC holdings and associated fair value impacts on earnings; source: SEC 10-Q and 8-K disclosure requirements and the source.

According to the source, Nasdaq-traded American Bitcoin disclosed its Bitcoin treasury now totals 4,004 BTC, valued at about $415 million at the time of the announcement (source: American Bitcoin company announcement on Nov 8, 2025). The company stated it operates as a Bitcoin treasury and mining firm and is backed by Eric Trump and Donald Trump Jr. (source: American Bitcoin company announcement on Nov 8, 2025).

According to the source, Trump brothers’ American Bitcoin increased its BTC holdings to $415 million while the company’s stock seesawed, highlighting elevated volatility and tighter linkage to BTC that equity traders should monitor for correlation, liquidity, and headline-risk management; source: the source.

According to the source, Robinhood is evaluating a Bitcoin (BTC) treasury strategy amid a broader corporate adoption trend. According to the source, the company is assessing the pros and cons of holding cryptocurrency on its corporate balance sheet, with no timeline or allocation details disclosed. According to the Financial Accounting Standards Board (FASB) ASU 2023-08, U.S. companies that hold crypto assets must measure them at fair value with changes recognized in net income for fiscal years beginning after December 15, 2024, which is a key consideration for treasury policy and earnings sensitivity. According to SEC disclosures by Tesla, Inc. and MicroStrategy Incorporated, both companies have held BTC as part of corporate treasury, indicating such policies are typically communicated through official filings.

According to the source, Genius Group announced it is combining AI education with a Bitcoin BTC treasury and raised its accumulation target to 10,000 BTC, describing the move as a shift from competition to collaboration under CEO Roger James Hamilton. Source: Genius Group sponsored announcement. For traders, the key focus is the explicit 10,000 BTC target and treasury policy; monitor official purchase disclosures, treasury updates, and any identified corporate wallets to assess execution progress and potential BTC liquidity impacts. Source: Genius Group sponsored announcement.

According to the source, Brazilian Bitcoin treasury vehicle OranjeBTC opted to repurchase its own shares instead of buying additional BTC, indicating a near-term reallocation of capital away from spot Bitcoin accumulation, source: X post dated Oct 31, 2025. For traders tracking corporate treasury flows into BTC, this means an anticipated incremental spot buy from OranjeBTC will not materialize in the near term, affecting expected Bitcoin demand cues, source: X post dated Oct 31, 2025.

According to @JasonSoraVC, Bitplanet_KR acquired 9 BTC for approximately $1.05 million today. According to @JasonSoraVC, this increases the company’s Bitcoin holdings to 128.67 BTC as of October 31, 2025. According to @JasonSoraVC, the total acquisition amount is about $15.24 million with an average cost of roughly $118,713 per BTC. According to @JasonSoraVC, the company’s equity ticker is 049470.KQ. Based on figures from @JasonSoraVC, the implied price for today’s tranche is about $116,667 per BTC ($1.05 million divided by 9).

According to @rogerhamilton, Genius Group plans to operate as a Bitcoin-first education company and establish a BTC treasury totaling 10,000 BTC, presented as a core element of its corporate strategy (source: @rogerhamilton on X, Oct 30, 2025). He stated that the company is listed on the New York Stock Exchange and currently serves 5.8 million users across more than 100 countries via its Genius City model and AI marketplace, with recent Genius Cities highlighted in Bali, Singapore, and Dubai, and the Bali flagship marked by the Genius Future Summit on Oct 2-3 (source: @rogerhamilton on X, Oct 30, 2025). He characterized the BTC treasury initiative as putting skin in the game and a shift from competition to collaboration, positioning the company as a visible proponent of Bitcoin adoption within its education ecosystem (source: @rogerhamilton on X, Oct 30, 2025).

According to the source, MicroStrategy disclosed in an Oct 27, 2025 press release that it purchased 390 BTC for approximately $43 million during the prior week. Source: MicroStrategy press release, Oct 27, 2025. The confirmed addition increases publicly disclosed corporate-held BTC by 390 coins tied to MicroStrategy’s treasury strategy, providing a verifiable datapoint of spot demand from a listed company. Source: MicroStrategy press release, Oct 27, 2025.

According to @rogerhamilton, Genius Group CEO Roger Hamilton bought 200,000 GNS shares on October 17, 2025 on the open market at an average price of $0.86, at market price disclosures, source: Genius Group Limited via GlobeNewswire, Oct 20, 2025; Roger James Hamilton on X, Oct 20, 2025. The new purchase lifts his open-market accumulation since June 2025 from 1,150,000 to approximately 1,350,000 shares, a 17% increase, source: Genius Group Limited via GlobeNewswire, Oct 20, 2025. Over 90% of Hamilton’s shares remain locked or restricted, and the newly bought shares are being transferred to book entry through the Direct Registration System (DRS), source: Genius Group Limited via GlobeNewswire, Oct 20, 2025. Management highlighted progress across Genius Academy, Genius Resort, and Genius City revenue models and referenced growth of the company’s Bitcoin Treasury, aligning with its description as an AI-powered, Bitcoin-first education group, source: Genius Group Limited via GlobeNewswire, Oct 20, 2025. Board Director and Head of AI Suraj Naik cited recent milestones including the Genius Future Summit and 20 Year Reunion and welcomed the CEO’s continued purchases as a sign of confidence in the company’s future, source: Genius Group Limited via GlobeNewswire, Oct 20, 2025. The company states it maintains and is growing a Bitcoin Treasury, a data point relevant to traders tracking equities with BTC exposure, source: Genius Group Limited via GlobeNewswire, Oct 20, 2025.

According to @OnchainLens, Strategy (formerly MicroStrategy) purchased 220 BTC for $27.2 million at an average price of $123,561 per BTC, a figure intended for traders tracking large spot inflows and treasury accumulation flows, source: @OnchainLens on X, Oct 13, 2025. According to @OnchainLens, the company now holds 640,250 BTC acquired for a total of approximately $47.38 billion, implying a blended average cost of $74,000 per BTC, source: @OnchainLens on X, Oct 13, 2025. According to @OnchainLens, the latest 220 BTC add represents roughly 0.034% of Strategy’s reported BTC stack (220 divided by 640,250), which contextualizes the incremental flow size for market liquidity analysis, source: @OnchainLens on X, Oct 13, 2025. According to @OnchainLens, the new tranche’s average buy price of $123,561 is about $49,561 above the stated blended cost basis of $74,000 per BTC, a data point traders can use to benchmark treasury buying behavior versus historical average, source: @OnchainLens on X, Oct 13, 2025.

According to @business, cryptocurrency firm OranjeBTC went public on Brazil’s stock exchange this week. Source: @business. According to @business, the company intends to expand its Bitcoin (BTC) holdings and roll out new educational programs following the listing. Source: @business. For traders, the confirmed plan to increase BTC holdings establishes OranjeBTC’s intent to acquire additional BTC for its treasury and creates a new public reference point in Brazil for tracking future disclosures; the source did not provide figures, timelines, or a ticker. Source: @business.

According to the source, Michael Saylor stated "No new orange dots this week — just a $9 billion reminder of why we HODL" and added there were no buys from MicroStrategy this week, the source said. This indicates MicroStrategy (MSTR) did not add to its BTC holdings during the period, effectively removing a typical source of incremental spot demand from this account for the week, the source said.

According to the source, Michael Saylor said MicroStrategy’s Bitcoin holdings reached an all-time high NAV of 77.4 billion dollars, signaling record mark-to-market exposure to BTC for the company. Source: X post on Oct 3, 2025 referencing Michael Saylor. MicroStrategy began its BTC treasury strategy with a 250 million dollar purchase and designated Bitcoin as its primary treasury reserve asset in August 2020. Source: MicroStrategy press release, Aug 11, 2020. MicroStrategy’s filings state that MSTR shares are highly sensitive to BTC price movements, making the stock a widely used BTC proxy among traders. Source: MicroStrategy 2023 Form 10-K risk factors.

According to Ki Young Ju, PIPE might not be the best way to run a Bitcoin treasury company because he says PIPE investors are paper-handed and chase short-term gains. Source: Ki Young Ju on X, Sep 26, 2025. For trading, his view implies that PIPE-funded BTC treasury firms could face short-term oriented order flow rather than sticky holders, which traders may treat as a near-term overhang risk when such deals are announced. Source: Ki Young Ju on X, Sep 26, 2025.

According to @Andre_Dragosch, Oranje will debut on the B3 in early October with a reserve of 3,650 BTC, as stated in his X post on Sep 23, 2025 (source: @Andre_Dragosch on X). According to @Andre_Dragosch, the post discloses the reserve size and timing but does not specify a ticker or instrument type (source: @Andre_Dragosch on X). According to @Andre_Dragosch, the 3,650 BTC reserve is the key publicly stated datapoint for traders to track into the early-October B3 debut window (source: @Andre_Dragosch on X).

According to the source, Strive Inc. will acquire Semler Scientific in an all-stock transaction priced at 90.52 dollars per share, creating a Bitcoin treasury company reportedly holding nearly 11,000 BTC, source: the provided social media post. This claim is not corroborated by an SEC Form 8-K, S-4, or official press release available to us at the time of writing; traders should verify on SEC EDGAR and the companies’ investor relations pages before positioning, source: SEC EDGAR and official company disclosures. For event-driven setups, wait for a filed definitive agreement; if confirmed, compute implied BTC per share using disclosed holdings and pro forma share count to assess NAV premium/discount versus spot BTC before taking exposure, source: standard public-company treasury valuation methods and SEC filings.

According to @business, newly formed Strive agreed to acquire Semler Scientific in a deal that combines two publicly traded Bitcoin treasury companies. @business reported that the transaction merges their BTC treasuries under one publicly traded entity, consolidating Bitcoin balance-sheet exposure within this equity segment.

According to the source, Michael Saylor stated that Bitcoin offers the world’s best collateral and that issuing digital credit against BTC would yield the world’s best credit, source: public social media post dated Sep 21, 2025. The comment centers on the Bitcoin-as-collateral and digital credit theme relevant to BTC treasury strategies and crypto lending markets, source: public social media post dated Sep 21, 2025.