According to @JasonSoraVC, Sora is focusing on one bitcoin treasury per country, source: @JasonSoraVC on X, Aug 15, 2025. He stated that any claims of Sora investing in or supporting projects beyond its existing network are fake, source: @JasonSoraVC on X, Aug 15, 2025. He urged market participants to do their own due diligence before acting on endorsements or partnership announcements, source: @JasonSoraVC on X, Aug 15, 2025.

According to @JasonSoraVC, NASDAQ:SORA is the only public company with four Asia-based Bitcoin treasury companies on its balance sheet, with the post asserting no other company has this profile (source: @JasonSoraVC on X, Aug 15, 2025). The post frames SORA as uniquely positioned for BTC-linked exposure among listed equities, highlighting potential relevance for traders focused on Bitcoin-sensitive stocks (source: @JasonSoraVC on X, Aug 15, 2025). The source provides no company names, ownership stakes, or filing references to substantiate the claim, which is a key consideration for trading due diligence and risk assessment (source: @JasonSoraVC on X, Aug 15, 2025).

According to Jason Fang (@JasonSoraVC), Asia is a major crypto market but has some of the toughest regulations, making bitcoin treasury operations complex; he contrasts hundreds of US companies doing DAT with only a few in Asia, highlighting a regional gap in corporate BTC treasury adoption, source: Jason Fang (@JasonSoraVC), Aug 15, 2025. The smaller number of Asia-based bitcoin treasury companies versus the US points to relatively more corporate BTC treasury activity concentrated in the US market hours and news cycle, which traders can prioritize when tracking potential balance-sheet flows, source: Jason Fang (@JasonSoraVC), Aug 15, 2025. Because Fang attributes Asia’s shortfall to tougher regulation, regulatory announcements from Asian jurisdictions are direct variables for corporate BTC treasury growth that traders can monitor for shifts in regional demand, source: Jason Fang (@JasonSoraVC), Aug 15, 2025.

According to @milesdeutscher, MicroStrategy (MSTR) holds more BTC than all other public companies combined, underscoring the firm’s dominant corporate Bitcoin position; source: @milesdeutscher. For traders, this concentration reinforces MSTR’s role as a high-beta BTC proxy and elevates sensitivity of both BTC and MSTR to MicroStrategy treasury actions and headlines around Michael Saylor; source: @milesdeutscher. This corporate accumulation highlights tighter circulating supply from public-company treasuries, which can intensify BTC volatility during liquidity events and catalysts tied to MSTR; source: @milesdeutscher.

According to @caprioleio, Semler Scientific (SMLR) trades at an mNAV of 0.9, indicating a discount to its marked net asset value, source: @caprioleio. According to @caprioleio, its Bitcoin holdings are worth more than the company’s equity market capitalization, source: @caprioleio. According to @caprioleio, the BTC yield is 0.25% and the firm is growing its Bitcoin balance by approximately 2% per week, source: @caprioleio. According to @caprioleio, Days Cover is -48 and debt-to-market-cap stands at 17%, with leverage described as conservative, source: @caprioleio. For traders, these metrics flag SMLR as a potential BTC proxy where the NAV discount and BTC balance growth rate are key variables to monitor versus spot BTC performance and peer Bitcoin treasury stocks, source: @caprioleio.

According to @Andre_Dragosch, GameStop’s approach to Bitcoin (BTC) treasury management is suboptimal, as the company has opted for irregular, large purchases rather than a steady accumulation strategy. Dragosch emphasizes that consistent and conviction-led accumulation is more effective for maximizing value in Bitcoin treasury operations. Currently, GameStop ($GME) still holds approximately $9 billion in cash, indicating significant untapped potential for further Bitcoin investment and impacting both GME and BTC market sentiment (source: @Andre_Dragosch).

According to @FarsideUK, an analysis of companies holding Bitcoin (BTC) in their corporate treasuries reveals their stock prices have significantly outperformed the underlying asset since January 31, 2024. The data shows Semler Scientific (SMLR) leading with a remarkable 139.7% gain, followed by MicroStrategy (MSTR) with a 106.3% increase. Other notable performers include DeFi Technologies (DEFI) at +78.2% and Metaplanet (3350.T) at +64.3%. For comparison, Bitcoin (BTC) itself saw a 45.3% price appreciation during the same period. This trend suggests that for traders, equity in these Bitcoin-holding firms has offered a leveraged play on the cryptocurrency's performance.

According to @FarsideUK, a new company, Active Energy, has been added to the list of public companies holding Bitcoin (BTC) as a treasury reserve asset. Data from July 15, 2025, shows that the company, which has a market capitalization of approximately £1 million, now holds 24 BTC. This development signals continued corporate adoption of Bitcoin, even among smaller-cap companies, which can be a noteworthy trend for traders monitoring institutional interest in the cryptocurrency market.

According to Farside Investors, corporate Bitcoin treasury strategies are significantly impacting stock prices. The stock for SQNS experienced a massive 70.9% increase after the company announced its acquisition of 370 BTC. In related news, Semler ($SMLR), another company with a Bitcoin treasury, saw its stock rise 13.3% after attracting a bid, a move potentially influenced by a new 'BUY' rating from Maxim Group. The trend of corporate adoption continues as Vaultz Capital has also joined a corporate Bitcoin program, signaling growing interest in BTC as a treasury asset.

According to @FoxNews, Trump Media and Technology Group (DJT) has announced a $400 million share buyback that will be funded separately from its Bitcoin (BTC) treasury strategy, signaling a continued commitment to its corporate crypto holdings. The company, which holds approximately $3 billion on its balance sheet, saw its stock rise over 3.8% on the news. This corporate development coincides with improving macroeconomic sentiment, as odds for a 2025 U.S. recession on the crypto prediction platform Polymarket have dropped to 22%, the lowest since late February. This decrease in recession fears, attributed to easing trade tensions, is generally considered a bullish signal for risk-on assets like Bitcoin (BTC) and the broader cryptocurrency market, as it suggests stronger investor confidence.

According to @FoxNews, the estate of bankrupt crypto exchange FTX is strongly disputing a $1.53 billion claim from hedge fund Three Arrows Capital (3AC), arguing in a court filing that 3AC's own risky trading strategy and withdrawals caused its collapse. FTX's lawyers assert that the actual value in 3AC's accounts was only $284 million in June 2022 and that 3AC is owed nothing, a stance that could significantly alter payouts for creditors of both firms. Separately, Trump Media and Technology Group (DJT) announced a $400 million share buyback, explicitly stating the move will not impact its Bitcoin (BTC) treasury strategy. This reaffirmation of holding BTC as a corporate treasury asset, funded by a separate $2 billion raise, is a notable signal for the crypto market and contributed to a 3.8% rise in DJT stock.

According to @rovercrc, SkyBridge Capital founder Anthony Scaramucci believes the corporate trend of adding Bitcoin (BTC) to company treasuries is temporary and will 'fade' as investors can purchase the asset directly. In an interview with Bloomberg, Scaramucci contrasted this outlook with the unique success of Michael Saylor's MicroStrategy (MSTR), which has other business lines. Despite this prediction, the trend continues to expand beyond pioneers like MSTR and Semler Scientific (SMLR). In a recent development, Lingerie Fighting Championships (BOTY) announced plans to add up to $2 million in BTC to its treasury, with its CEO citing a belief in Bitcoin's significant growth potential. This strategy of converting cash holdings to BTC mirrors approaches by other firms aiming to capitalize on the digital asset market.

According to @moonshot, blockchain and tokenization represent a crucial upgrade for asset managers, offering a 'modern financial operating system' to streamline back-office operations and create innovative investment products. The analysis highlights major players like Apollo, whose tokenized private credit fund has surpassed $100 million on-chain, and BlackRock, whose tokenized institutional money market fund has grown to over $2.5 billion in assets under management. The report also details a defensive trend in Asia, where major banks in Korea, Japan, and Hong Kong are exploring local-currency stablecoins to combat deposit flight caused by the popularity of USDT and USDC for cross-border transactions, a trend confirmed by Fireblocks' Head of Asia, Amy Zhang. In corporate treasury news, Bakkt Holdings (BKKT) has filed with the SEC to raise $1 billion for Bitcoin (BTC) purchases, signaling a strategic pivot to crypto despite recent business setbacks. From a market perspective, Bitcoin (BTC) was holding above $107,000 while Ethereum (ETH) tested resistance near $2,500.

According to @saylor, while he champions national Bitcoin (BTC) adoption by meeting with Pakistani officials to discuss BTC as a sovereign-grade asset, a contrasting view has emerged from SkyBridge Capital's Anthony Scaramucci. In a Bloomberg interview, Scaramucci predicted the corporate BTC treasury strategy, pioneered by Saylor's MicroStrategy (MSTR), will fade because investors can buy the asset directly. Despite this skepticism, Saylor praised Pakistan's innovative approach, calling Bitcoin the 'strongest asset for long-term national resilience,' as other firms like Semler Scientific (SMLR) continue to follow MicroStrategy's lead by adding BTC to their balance sheets.

According to @ki_young_ju, publicly traded Bitcoin miner MARA Holdings (MARA) is approaching a significant milestone, with its treasury now holding 49,940 BTC, valued at approximately $5.3 billion. This accumulation solidifies MARA's position as the second-largest publicly traded Bitcoin holder, trailing only MicroStrategy (MSTR), as stated in the company's June update. Despite a 25% monthly decline in blocks won in June due to weather and equipment issues, the company is targeting a 40% hash rate expansion to 75 exahash by the end of the year. For traders, the tight correlation between MARA's stock and the crypto market is evident, with MARA shares falling 2.7% in premarket trading following a recent dip in Bitcoin's price.

According to @StockMKTNewz, shares of Fold Holdings (FLD) slumped more than 7% following the announcement of a delay in its Fold Bitcoin Credit Card rollout. The company cited a key infrastructure partner unexpectedly exiting the credit card business as the reason for the setback. Despite this operational challenge, which has seen the stock trade at $4.25 after an IPO around $10, Fold has secured a significant financial boost. The firm announced an equity purchase facility of up to $250 million, which it plans to use to expand its corporate Bitcoin (BTC) treasury. Fold already holds 1,490 BTC, signaling a strong long-term strategy of Bitcoin accumulation for traders to consider against the short-term stock volatility.

According to @StockMKTNewz, the crypto exchange token WhiteBIT Coin (WBT) experienced a price surge of over 30% in a 24-hour period following the announcement of a high-profile, three-year partnership with Italian football club Juventus. The source states this deal makes WhiteBIT the club's "official cryptocurrency exchange" and "official sleeve partner," with its logo appearing on jerseys starting in 2025. In other corporate adoption news, Lingerie Fighting Championships (BOTY) announced plans to add Bitcoin (BTC) to its treasury, intending to acquire $230,000 within 30 days and up to $2 million over the next six months. The firm's CEO, Shaun Donnelly, cited a belief that "bitcoin has lots of potential to grow to levels never seen before" as the motivation for the strategic purchase, which aligns with the company's expansion into the UK market.

According to @StockMKTNewz, Lingerie Fighting Championships (BOTY) announced plans to add up to $2 million in Bitcoin (BTC) to its corporate treasury over the next six months, citing belief in BTC's significant growth potential. In major protocol developments, Polygon (MATIC) is undergoing a strategic overhaul as co-founder Sandeep Nailwal takes control, reorienting the project towards the AggLayer cross-chain protocol and retiring its zkEVM network. The Ethereum Foundation has also updated its treasury policy, capping annual operational expenses at 15% to focus on pivotal developments for 2025-26. Further technical news includes the upcoming Bitcoin Core 30 release, which will increase the OP_RETURN data limit, potentially impacting on-chain data storage. On the regulatory front, the SEC is reportedly considering an 'innovation exemption' for DeFi, while Ant Group intends to apply for stablecoin licenses in Hong Kong and Singapore.

According to @KookCapitalLLC, Japanese firm Metaplanet (3350) has aggressively expanded its Bitcoin (BTC) treasury, overtaking both Coinbase and Tesla to become the fifth-largest corporate holder of the cryptocurrency. The company's total holdings have reached 12,345 BTC, acquired at an average price of $98,303 per coin, as cited in the report. This rapid accumulation, which began in April 2024, has positioned Metaplanet behind only major crypto firms like MicroStrategy, MARA, Riot, and Galaxy, according to data from BitcoinTreasuries.com. To finance its strategy, Metaplanet issued $210 million in zero-percent ordinary bonds. The market has responded favorably to these moves, with Metaplanet's shares closing 26% higher on Monday at 1,895 yen, signaling strong investor confidence in its Bitcoin-focused strategy.

According to @FarsideUK, the corporate trend of adding Bitcoin (BTC) to company treasuries is accelerating with two new announcements. Lingerie Fighting Championships (BOTY) plans to acquire $230,000 in BTC within 30 days, increasing to $2 million over six months, a move coinciding with its expansion into the UK. LFC's CEO stated the company believes 'bitcoin has lots of potential to grow to levels never seen before.' Separately, New York-based Mercurity Fintech Holding (MFH) announced it is raising $800 million to create a significant Bitcoin treasury. Mercurity's strategy involves not just acquiring BTC but also integrating it into a 'yield-generating, blockchain-aligned reserve structure' with tokenization and staking services, as stated in a press release. This news comes as MFH is set for inclusion in the Russell 2000 and Russell 3000 indexes. MFH shares rose 1.9% in the previous session but fell 2.84% in after-hours trading following the announcement.