#CryptoTreasuryDivides

#CryptoTreasuryDivides Corporate crypto treasuries are starting to look much less like one shared strategy 👀 Strive added 1,375 BTC for roughly $109M, bringing its holdings to 24,531 BTC. BitMine added 28,086 ETH and now holds 5.93M tokens, with 85% reportedly staked for yield. Strategy took a different path. It paused BTC purchases at 845,100 BTC and used $176M to repurchase STRC preferred shares, lifting book value per coin to around $2B. What caught my attention is how misleading simple coin-count rankings can become. One company is accumulating BTC, another is using ETH to generate staking income, and a third is managing its capital structure instead of buying more 🧩 With public crypto treasury companies down 48% on average last week, the real comparison now goes beyond who owns the most. Financing costs, dilution, yield and per-share value may ultimately matter more than the headline size of the treasury.

#CryptoTreasuryDivides 👀 Corporate crypto treasuries are clearly taking different paths now. 🚀 Strive: added 1,375 BTC for ~$109M, reaching 24,531 BTC. 🔵 BitMine: bought 28,086 ETH, now holding 5.93M ETH, with ~85% staked and generating yield. 🟠 Strategy: bought 0 BTC, instead repurchasing $176.3M of STRC preferred shares and raising its buyback authorization to $2B. The bigger story: treasury size alone is no longer enough. Investors need to watch financing costs, dilution.

Crypto treasury strategies are starting to diverge. Strive is accumulating $BTC . BitMine is stacking and staking ETH. Strategy is buying back preferred shares instead of adding BTC. With public-company BTC purchases falling 48% WoW, the real question is no longer just “Who owns more crypto?” It’s who is creating the most value per share? #CryptoTreasuryDivides

Corporate crypto treasuries are no longer moving in one direction. Last week showed three different playbooks: · Strive bought 1,375 BTC for about $109M at an average price near $79,281, taking holdings to 24,531 BTC · BitMine added 28,086 ETH, bringing its treasury to 5.93M ETH, worth about $14.8B · Strategy bought no BTC and instead repurchased $176.3M of STRC preferred shares, while increasing its digital credit securities buyback authorization to $2B Each move reflects a different pressure point. Strive is still in accumulation mode. Its balance sheet remains debt-free, with no margin requirements and no encumbered Bitcoin, while SATA pays cash dividends each business day. BitMine is building a staking-driven ETH treasury. About 5.07M ETH, or 85% of its balance, is staked through MAVAN and partners. At a 2.61% 7-day annualized yield, current projected staking revenue is about $330M a year, rising to $386M if fully staked at scale. That staked position is roughly 13% of all ETH currently validating the network. Strategy is working on capital structure first. Its mNAV premium has compressed sharply, making common equity issuance less accretive for BTC per share. STRC also traded below its $100 stated amount, limiting the preferred-stock funding channel it uses to buy BTC without directly diluting common holders. The broader signal is selectivity. Public company BTC net purchases fell 48% WoW to about $267M. Coin count is still the headline, but the real scorecard is changing: financing cost, dilution, staking yield, mNAV, and net BTC or ETH per share. Which treasury model looks more durable now: simple accumulation, staking yield, or capital-structure repair? #CryptoTreasuryDivides

#CryptoTreasuryDivides Corporate crypto-treasury strategies are beginning to diverge. Strive purchased another 1,375 BTC for approximately $109 million, bringing its holdings to 24,531 BTC. BitMine added 28,086 ETH and now controls around 5.93 million ETH worth roughly $14.8 billion, with approximately 85% of its holdings staked. Strategy, meanwhile, made no new Bitcoin purchase and instead spent about $176 million repurchasing STRC preferred shares. This divergence shows that crypto-treasury management is becoming more sophisticated than simply accumulating the largest possible number of coins. Strategy appears focused on lowering financing costs and supporting its capital structure, while BitMine is using staking income and Strive continues expanding direct Bitcoin exposure. Investors should compare cryptocurrency per share, dilution, debt obligations, staking yield and liquidity—not headline holdings alone. Public-company Bitcoin purchases also reportedly declined 48% week over week, suggesting corporate demand may become more selective as prices and funding conditions change.

🚨 Garrett Bullish just pulled the trigger and closed his entire $BTC and $HYPE long positions. He closed 1,868.33 BTC, locking in roughly $2.74M in profit. But here’s the crazy part 😂 — after holding such a massive position, he paid more than $2.07M in funding fees. So yes, he made millions on the trade… but the funding bill was almost just as wild. 💀 And he also took profit on 114,000 $HYPE, buying around $72.5 and selling near $86.3. #DailyOrbit

The idea of companies holding crypto on their balance sheets is becoming more common, but I think the debate around it is getting more interesting too. On one side, supporters see a crypto treasury as a way for companies to diversify reserves and gain long term exposure to digital assets. On the other, critics argue that holding large amounts of BTC or other tokens can add unnecessary volatility to a company that investors originally bought for its actual business. Personally, I think the biggest question is why the company is doing it. If crypto fits into a clear long term strategy and the company still has a healthy core business, I can understand the argument. But if buying crypto becomes the main reason people are interested in the stock, I’d start looking at it very differently. There’s also a big difference between holding some BTC as a treasury asset and aggressively borrowing or issuing shares just to keep buying more. For me, crypto treasury strategies aren’t automatically good or bad the balance sheet, risk management and underlying business still matter. #CryptoTreasuryDivides $BTC

The crypto treasury track is splitting into two paths: buying coins and buybacks‼️‼️ Buyers Strategy paused buying $BTC last week, holding 845,050 coins, valued at about $66.1 billion, with an average cost of $75,412, currently floating a profit of about $2.398 billion#CryptoTreasuryDivides #CLARITYActSept15 #ZECGoesInstitutional

BREAKING: BitMine buys another $70M in $ETH, bringing holdings to $14.7B.

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