Treasury Edge
1.2K posts
Treasury Edge
@TreasuryEdge
Daily Updates on Treasury Companies listed on Nasdaq & NYSE
Reach Our Audience → Katılım Kasım 2024
95 Takip Edilen16.3K Takipçiler
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Bitcoin treasury companies are now buying each other's products.
OranjeBTC just became the first $MSTR peer to allocate to STRC, Strategy's variable-rate preferred share that pays 11.5% annually.
Their $11M position makes strategic sense: STRC proceeds fund more Bitcoin purchases by Strategy, which supports the asset all treasury companies hold.
Strive $ASST has also allocated $50M to STRC and launched its own version, SATA, paying 12.75%.
Strategy $MSTR has raised $4.74B total via STRC. 33% of that came this month alone.
The treasury company ecosystem is becoming self-reinforcing.
Sam Callahan@samcallah
At OranjeBTC, our allocation to STRC was a rational treasury decision. For a portion of our USD reserves, STRC stood out versus traditional alternatives for its mix of income, liquidity, price stability, and strategic alignment with the asset we’re building our business around.
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WOW: COINBASE CEO BRIAN ARMSTRONG SAID
"We now have a great store of value in Bitcoin,
and a great medium of exchange with Stablecoins,
and Crypto is going to keep updating the WHOLE financial system."
Leverage Shares ETFs@LeverageETFs
⏸️The Fed pauses again, but the cycle isn’t over Last week, rates held at 3.50%–3.75% for a second straight meeting. Inflation still high. Projections rising. Oil & geopolitics adding pressure. Growth holding up so no urgency to cut, says Powell.
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Invesco ($2.2T AUM) is entering the tokenized Treasury market, taking over Superstate's $900M onchain U.S. government securities fund.
They join BlackRock, Franklin Templeton, and Fidelity in the $12B tokenized Treasuries space.
The TradFi migration to blockchain rails is accelerating.
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🚨 WE HAVE A MASSIVE WEEK OF SHOWS
Trader Talk Ft. @bitsofwealth @TonySeverinoCMT @LadyTraderRa @Natnatx007 & the crew
Bitcoin/Macro Ft. @infraa_ @CryptoLandy @tomyoungjr @EvanAldo & more
Tokenization Ft. @RayBuckton @leashless
SET YOUR REMINDERS BELOW 👇
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Michael Saylor addresses CRYPTO and said
"Bitcoin is truly the best crypto out there"
Is there a second best crypto?
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"All opportunities only look like opportunities in reverse. Today they look like risk."
- @AlexHormozi
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MACRO, BITCOIN, WAR, BIG THINGS COMING IN THESE MARKETS... Ft. @infraa_ @cadebergman x.com/i/broadcasts/1…
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JUST IN: Tom Lee's $BMNR bought 65,341 ETH last week, their biggest weekly purchase yet.
Total: 4,660,903 ETH (3.86% of supply), $11.0B value
3.14M ETH staked, earning $184M/year in staking revenue
77% to the 5% of ETH supply target in just 8 months.
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Saylor's Strategy $MSTR bought 1,031 Bitcoin last week for $76.6M at an average price of $74,326.
Total holdings: 762,099 BTC worth $57.69B at a $75,694 average cost basis.
Funded entirely through $MSTR equity ATM this week. No preferred stock issued.
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Strategy $MSTR is shifting how it funds Bitcoin purchases.
In January, ATM issuance was almost entirely equity. By March, 55% is now coming through $STRC credit.
Saylor is diversifying the funding stack. Less dilution, more fixed income.
Strategy@Strategy
We've been buying more $BTC through $STRC lately.
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Bitwise $BWOW just filed an S-1 with the SEC for a Dogecoin ETF.
Shares would be created and redeemed in blocks of 10,000.
Bitcoin ETFs opened the door. Now every major crypto asset is getting the institutional access treatment.
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William "Bill" Barhydt said
"If you want to buy a Ferrari and it cost $250K and you're in love with the car, you'll love it MORE at $100K right?
So, that's how I feel about Bitcoin, right?"
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Strive $ASST just reported its first earnings as a public bitcoin treasury company.
13,628 BTC held as of March 17.
Key numbers:
• Bitcoin Yield: 22.2% in Q4 2025
• Bitcoin Gain: ₿1,305 in Q4, ₿1,050 QTD in Q1
• Bitcoin $ Gain: $114.3M in Q4, $78.2M QTD
• Acquired Semler Scientific, adding 5,048 BTC
• Invested $50M in Strategy's $STRC preferred stock
• $83.7M cash on hand
CEO Matthew Cole: focused on "maximizing value for stockholders, accumulating bitcoin, and outperforming bitcoin over the long run."
Strive now ranks #10 among public company BTC holders.
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Most traders don’t fail because of bad analysis.
They fail because they hesitate.
By the time they enter:
• price moved
• risk worsened
• edge is gone
Indecision is the most expensive habit in trading.
There’s a simple rule most ignore:
If your setup is valid → act immediately.
If you hesitate → you don’t trust your system.
Hesitation usually means:
• no clear plan
• poor risk definition
• or too much noise
All 3 kill performance.
The edge isn’t just what you trade.
It’s how fast and clean you execute when it matters.
That’s why experienced traders prioritize:
• clear systems
• defined risk
• reliable execution tools (some use platforms like Vest)
Vest@VestExchange
The Fed held its target range at 3.50–3.75, with one dissent from Governor Miran favoring a 25bps cut. The dot plot pencils in just one cut for 2026, with PCE inflation revised up to 2.7% and 14 of 19 participants seeing GDP risks to the downside. Traders watching how Powell frames the inflation-versus-growth tension and what it shapes across rates, equities, and the dollar.
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$BTC JUST LOST $70K AGAIN
WE ARE DOWN ALMOST 6% SINCE JEROME POWELL’S FOMC MEETING YESTERDAY
RATES WERE LEFT UNCHANGED 🙄
WOLF Bitcoin@WOLF_Bitcoin_
Anthony Pompliano: "I think of Bitcoin as the HURDLE RATE. SO. If you can't beat it, I think you got to buy it." DO YOU AGREE??
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