Nick Ward

1/ #Bitcoin activism just got a little easier to launch, and harder for companies to ignore. These new tools give shareholders a straightforward way to push for #Bitcoin on the balance sheet, backed by data and a clear filing process. Here’s what they do: 🧵👇

"I believe this will be the ultimate fate of #Bitcoin, to be the "high-powered money" that serves as a reserve currency for banks that issue their own digital cash." Quote from: Hal on December 30, 2010, 01:38:40 AM Happy Birthday, Hal 🎇

@ColeMacro @Werkman @BenPhiat masterful stacking lol 👏

My reaction when @Werkman and @BenPhiat bought exactly 444 Bitcoin to land Strive at exactly 15,000 $BTC for an announcement on May the 4th. There are levels to this game. $ASST $SATA

@SilverShield76 @TheBitcoinConf Quite literally the opposite… standing room only.

@TheBitcoinConf @saylor @BitcoinForCorps To an empty room in Vegas. Bitcoin is dead.

MICHAEL SAYLOR TAKES THE STAGE IN THE ENTERPRISE HALL 🚀 LEGEND!

@rohanhirani_ @Strategy Congrats Rohan, well deserved!

I’m grateful to share that I’ve joined the Bitcoin team at @Strategy. Excited to help scale Digital Credit and build the next chapter of ₿itcoin capital markets 🚀

✅ Back-to-back $1B+ WEEKS ☑️ Back-to-back $1B+ DAYS Starting to wonder if anything stops this train.

JUST IN: @Strategy is estimated to acquire ~16,000 BTC as their STRC ATM hits a record $1.56B trading volume in a single day 🔥

@davidtbuttrey @BitcoinForCorps @btc_conference @Mangrove_AI @MangroveTrader 🫡

🤣 Whoever made the STRC live tracker for the @BitcoinForCorps and @btc_conference , I salute you. 🫡 Love this. bitcoinforcorporations.com/strc-atm-track… @Mangrove_AI @MangroveTrader

ZERO of the STRC trackers had bullish enough projections -- The ATM had an 81% capture rate. @Strategy's highest so far on record. Running HOT. 🛰️ Track live: bitcoinforcorporations.com/strc-atm-track…

@BitcoinForCorps @Mangrove_AI Welcome aboard @Mangrove_AI team! 🤝

We’re proud to welcome @Mangrove_AI as a new member of Bitcoin For Corporations. Mangrove is building a wealthtech platform for institutions and wealth managers to bring #Bitcoin and digital assets into their existing operations with control, visibility, and system-level guardrails built in from the start. What began as an automated trading desk has evolved into a full-stack ecosystem: combining strategy development, backtesting, execution infrastructure, and portfolio oversight across both individual and institutional accounts. For RIAs and platform providers, Mangrove addresses a core friction point: how to onboard digital assets without breaking compliance workflows or losing operational control. With non-custodial architecture, configurable policy engines, and unified portfolio visibility, Mangrove enables firms to deploy and manage #Bitcoin strategies across clients, while maintaining the structure required at scale. We’re excited to support @Mangrove_AI as they build the infrastructure layer connecting traditional wealth management to Bitcoin-native strategy execution.

@BitcoinForCorps @paystand Welcome @paystand team! 🤝

We’re proud to welcome @Paystand as a new member of Bitcoin For Corporations. Paystand is building the financial infrastructure behind the office of the CFO—combining accounts receivable, accounts payable, expense management, payroll, and treasury into a full-stack, AI-native system designed to reduce operational friction across the enterprise. Instead of leaking margin to legacy payment rails, @Paystand shifts companies to business-to-business payments and zero-fee acceptance, helping them keep more of what they earn and unlock trapped working capital. This is about strengthening the real economy, where growth no longer compounds fees, labor, and delays. With the integration of Bitwage and expanded support for #Bitcoin payment modalities, Paystand is extending that infrastructure into a new financial paradigm—where companies can operate across both fiat and Bitcoin-native systems. Serving CFOs and finance teams, @Paystand enables companies to streamline back-office operations while preparing for a future where #Bitcoin plays a role in how value is stored, moved, and managed. We’re excited to support @Paystand as they build the financial rails for Bitcoin-native corporate finance.

⛏️ 3x daily mined supply. 🕧 3-hours into the trading day. Starting to wonder if anything stops this train.

🟢LIVE: STRC ATM is active now. @Strategy is at an estimated ~1290 BTC accumulated in the first 3 hours of trading today w/ $93.4M in proceeds. x.com/i/broadcasts/1…

JUST IN: 🟠@Strategy's STRC ATM acquired an estimated ~2,398 BTC with $171.3M in proceeds, 5.3× the daily mined supply. 6⃣ straight days of ATM activity.

2x mined BTC supply, 2-hours into the trading day. @saylor has built a sentiment-agnostic #Bitcoin accumulation black hole.

TODAY: 🟠@Strategy's STRC ATM acquired an estimated ~415 Bitcoin with $28.8M in proceeds, 0.9× the daily mined supply. 5⃣ straight days of ATM activity.

@BitcoinForCorps @XCEofficial Welcome aboard @btconlyscott and the @XCEofficial team! 🤝

We're proud to welcome @XCEofficial as a new member of Bitcoin For Corporations. XCE is a UK-listed international executive recruitment business with a #Bitcoin treasury strategy built into how it grows and not as a bolt on. It’s a dual-flywheel model built to compound value: ➤ Headcount growth directly increases revenue and profit ➤ Long term performance-based equity incentives attract high billing recruiters ➤ That increased revenue strengthens the Bitcoin balance sheet ➤ Which in turn attracts more capital, recruiters and acquisitions ➤ The dedicated active Bitcoin treasury strategy - compounds BTC per share further ➤ Which drives more headcount, more cashflow, more BTC treasury strength We’re excited to support @XCEofficial as they demonstrate how operating businesses scale as a direct result of an integrated #Bitcoin treasury. Follow @XCEofficial and learn more. $XCE | AQSE: XCE | OTCQB: XCELF

So everyone's talking about Google Quantum AI’s new research paper, “Securing Elliptic Curve Cryptocurrencies against Quantum Vulnerabilities: Resource Estimates and Mitigations.” Cue the predictable Bitcoin quantum FUD: “Why haven’t the devs fixed this already?!” Reality is, it’s not a simple patch. Post-quantum signatures come with serious tradeoffs and Bitcoin faces unique constraints that general tech and web apps don’t. Post-quantum signatures are generally much larger transaction sizes - often 5–50× or more in the signature-heavy parts → higher fees, more compute. Hardware wallets would need a big shift. The choice of scheme (stateless, stateful, or hybrid) would change how we custody coins. HD wallets, watch-only wallets, FROST, MuSig2, silent payments… some of the privacy and UX wins we love today could be gone, degrade or require clunky workarounds. Bitcoin has to stay decentralized: small blocks, permissionless validation. Web servers can throw bigger payloads around; Bitcoin can’t without sacrificing the very properties that make it Bitcoin. Even “standard” post-quantum schemes like ML-DSA (which Android is integrating) produce signatures 35–66× larger than today’s ~70-byte ECDSA signatures, making them too heavy for Bitcoin’s tight constraints on block space, fees, and hardware. That’s why researchers like @n1ckler (and @blksresearch) are doing vital work right now: exploring the right tradeoffs for Bitcoin specifically. Hash-based crypto? Lattice-based? Something else? Which Bitcoin-optimized forms of SPHINCS make sense? SHRINCS (tiny ~324-byte stateful signatures with static backups) or SHRIMPS (for multi-device stateful setups)? How many times will a user sign with the same key? Can we assume user devices can securely maintain state, or do we need fully stateless fallbacks? Would we expand the block size with some kind of quantum witness discount? What do we do about quantum-vulnerable coins? These are the hard, Bitcoin-specific questions that matter. Practical steps are already being taken. BIP 360, proposed by @cryptoquick, @Ethan_Heilman, and @isabelfoxenduke, is a thoughtful first step: it introduces a new Pay-to-Merkle-Root (P2MR) output type that gives us Taproot-like functionality without the quantum-vulnerable keypath spend. It’s designed as an enabling primitive — conservative, upgradable, and focused on reducing address exposure risks while the ecosystem figures out the heavier lifting of actual post-quantum signatures. Bitcoin builders have spent 15+ years improving what is otherwise a very clunky experience in a decentralized environment. Rushing big protocol shifts risks breaking that. This isn’t something to knee-jerk “just fix.” It deserves careful, ongoing research and exploration, not panic. That said, informed skeptics like @reardencode and @bergealex4 are also right to push back. The paper improves resource estimates for breaking secp256k1 (fewer logical qubits, potentially minutes-long attacks on a hypothetical machine), but as @reardencode notes, it’s still theorycrafting: we’d need a large-scale fault-tolerant quantum computer with hundreds of thousands of physical qubits maintaining coherence for minutes — something far beyond today’s best devices (hundreds of qubits coherent for microseconds). A true CRQC capable of breaking ECDSA by 2029 (or even soon after) remains a big maybe. Bitcoin's strength is in deliberate, methodical and conservative steps to address threats.

@BitcoinForCorps @ArchLending Welcome @ArchLending team, great to have you aboard!

We’re proud to welcome @ArchLending as a new member of Bitcoin For Corporations. @ArchLending is a Bitcoin-backed lending platform enabling individuals, businesses, and institutions to access USD liquidity without selling their #Bitcoin. Through customizable loan structures, transparent pricing, and no rehypothecation of collateral, Arch is building a disciplined model for Bitcoin-backed credit. The platform serves long-term holders, miners, and treasury companies—unlocking capital while preserving #Bitcoin exposure. As demand for Bitcoin-backed financing grows, Arch is expanding access to flexible, BTC-native credit infrastructure. We’re excited to support @ArchLending as they advance capital access built on Bitcoin.

🚨 JUST IN: The Fed pivots on Basel III, proposing a 4.8% cut to bank capital requirements, overhauling "toxic" risk weights for digital assets. This is a green light for Tier 1 banks to finally scale #Bitcoin custody.