Bitcoin treasury strategies represent a fundamental shift in corporate capital management, moving beyond traditional fiat-based models toward a Bitcoin-centric standard. By holding Bitcoin on balance sheets, companies gain access to superior collateralization and risk-return profiles that outperform conventional fixed-income instruments. This transition allows firms to issue innovative, Bitcoin-backed digital securities that provide investors with amplified exposure while maintaining 24/7 liquidity and transparency. Jeff Walton, a strategist at Strive, highlights how this approach transforms underperforming or "zombie" companies into value-accreting entities through strategic M&A and efficient capital allocation. As corporations increasingly adopt these treasury models, the broader financial system faces a necessary repricing of risk, where digital assets replace legacy debt as the foundation for long-term corporate stability and growth. This evolution marks the beginning of a long-term process to reconstruct global capital markets around scarce, neutral digital collateral.
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