According to @JasonSoraVC, BTC Inc has grown from roughly $10M in 2015 to over a $1B market cap today, based on his update about meeting David in 2015 and investing via Sora Ventures in late 2017, source: @JasonSoraVC on X, Sep 5, 2025. He stated that traders will speculate and that market correction is part of growth, framing current volatility as natural in the company’s trajectory, source: @JasonSoraVC on X, Sep 5, 2025. He added that while traditional venture firms treat IPOs as endpoints, he views IPO as the start, underscoring his view that the industry, Bitcoin (BTC), and the team are still early, source: @JasonSoraVC on X, Sep 5, 2025.

According to @JasonSoraVC, Bitplanet_KR, asia_strategy, and MoonIncHK will sponsor the Unconference by @btcdigitalconf organized by Tim Kotzman (source: @JasonSoraVC). According to @JasonSoraVC, the team will for the first time publicly share how they seeded Metaplanet_JP in April of last year, MoonIncHK at the end of last year, and DV8Thailand (source: @JasonSoraVC). According to @JasonSoraVC, these disclosures will outline seeding timelines and entities connected to Asia-focused crypto ventures (source: @JasonSoraVC).

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 Jason Fang, investors are choosing Bitcoin treasury companies over holding BTC directly, with 'Strategy' leading this theme (source: Jason Fang, X post dated Aug 15, 2025). For traders, MicroStrategy (MSTR) is a primary BTC proxy because the company discloses substantial Bitcoin holdings and a policy to acquire and hold BTC as a treasury reserve asset, making its equity highly sensitive to BTC price moves (source: MicroStrategy investor relations and SEC filings). A practical setup is to monitor the MSTR/BTC ratio and the premium or discount of MSTR’s market capitalization versus the mark-to-market value of its disclosed BTC holdings plus core software business, while tracking any convertible note issuances or at-the-market equity programs that alter exposure and dilution (source: MicroStrategy SEC filings and press releases). Other listed names with disclosed BTC on balance sheet include Tesla (TSLA) and Block (SQ), providing alternative BTC-linked exposure with distinct operating risks and beta profiles (source: Tesla and Block SEC filings). This rotation theme suggests monitoring liquidity and tracking differences between BTC spot and equity proxies to manage basis risk, as highlighted by the author (source: Jason Fang, X).

According to Jason Fang on Twitter, he has officially joined as Chairman and Co-CEO of NASDAQ-listed SORA (ticker: NASDAQ:SORA) as of May 27, 2025. This leadership change signals a strategic move for SORA, a company with significant exposure to the blockchain and cryptocurrency sector. Market participants should monitor SORA’s trading volume and price action, as executive appointments of prominent figures often trigger volatility and renewed investor interest in crypto-adjacent equities (source: Jason Fang Twitter). These developments may also influence sentiment in related crypto tokens and blockchain stocks.

According to Jason Fang (@JasonSoraVC), every country in Asia requires a distinct strategy to effectively participate in the evolving cryptocurrency market (source: Twitter, May 26, 2025). For traders, this highlights the importance of monitoring policy updates and regulatory frameworks across Asian countries, as these factors directly impact trading volumes, liquidity, and cross-border capital flows. Diverse regional approaches, such as Singapore’s progressive regulations and China’s ongoing restrictions, may create arbitrage opportunities and influence asset migration. Staying informed about country-specific crypto strategies helps traders anticipate market shifts and adjust trading positions accordingly.

According to Jason Fang (@JasonSoraVC), a proud investor since 2018, long-term commitment in the cryptocurrency market has yielded strong returns, highlighting the benefits of early adoption and patient holding during market cycles. This endorsement underscores the importance of strategic investment timelines for maximizing gains in leading digital assets like Bitcoin and Ethereum, which have historically outperformed traditional markets over multi-year periods (Source: Jason Fang on Twitter, May 12, 2025). Traders should note that long-term positions in blue-chip cryptocurrencies continue to offer attractive risk-adjusted returns, reinforcing the case for portfolio diversification and disciplined holding strategies.