Treasury Edge
1.2K posts

Treasury Edge
@TreasuryEdge
Daily Updates on Treasury Companies listed on Nasdaq & NYSE
Reach Our Audience → شامل ہوئے Kasım 2024
95 فالونگ16.3K فالوورز

JUST IN: $BMNR launches MAVAN, its proprietary Ethereum staking platform.
With 3,142,643 staked ETH ($6.8B), MAVAN will be the largest Ethereum staking service provider in the world.
Expected annual staking rewards: ~$300M at current yields.
Bitmine plans to stake nearly all remaining unstaked ETH through MAVAN and expand to other proof-of-stake networks.

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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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🚨 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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"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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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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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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