Treasury Strategy
Why and how a company holds Bitcoin: allocation, funding, timing and the case for a reserve asset.
Inflation, cash drag and the corporate Bitcoin case
Cash drag and inflation erode corporate reserves over time. How to measure the real cost of holding cash, and where Bitcoin fits in that argument.
Read →Bitcoin as a corporate reserve asset
Bitcoin as a reserve asset: what a corporate reserve is for, the case for and against Bitcoin in that role, and how to hold it under a treasury policy.
Read →Bitcoin-backed lending for companies: uses and risks
Bitcoin-backed lending lets a company borrow cash against its Bitcoin. The uses, loan-to-value and margin call mechanics, and the risks to control.
Read →Bitcoin for family offices: allocation and governance
Bitcoin for family offices: how to set an allocation, write it into the investment policy, choose a holding route and plan custody across generations.
Read →Bitcoin for foundations and endowments
Bitcoin for endowments and foundations: fiduciary duty, spending rules, investment policy, accepting Bitcoin donations and how to hold it safely.
Read →Bitcoin treasury FAQ: 20 questions CFOs ask
Bitcoin treasury FAQ: short, plain answers to the 20 questions CFOs and boards ask most, from sizing and buying to custody, accounting and selling.
Read →Bitcoin treasury for private companies
A Bitcoin treasury for private companies faces different issues: shareholder consent, lenders, key-person risk, valuation on exit and lighter disclosure.
Read →What is a Bitcoin treasury strategy?
A Bitcoin treasury strategy sets why a company holds Bitcoin, how much, how it buys, where it is held and how it is reported. The seven parts explained.
Read →Bitcoin vs cash, T-bills and gold as treasury assets
Comparing Bitcoin with cash, T-bills and gold as treasury assets: liquidity, volatility, yield, custody, accounting and the role each plays in reserves.
Read →Corporate Bitcoin case studies: what early adopters did
Corporate Bitcoin case studies: how MicroStrategy, Tesla and Block approached Bitcoin on the balance sheet, and the governance lessons for CFOs today.
Read →Dollar-cost averaging vs lump sum for corporate Bitcoin buying
Dollar-cost averaging vs lump sum when you buy Bitcoin for a company: timing risk, execution cost, governance and how to choose the right approach.
Read →Funding a corporate Bitcoin purchase: cash, debt or equity
Funding a Bitcoin purchase with cash, debt or equity: the cost, risk and governance of each route, and the checks a CFO should run before choosing.
Read →How do companies buy Bitcoin? A step-by-step guide
How companies buy Bitcoin, step by step: board approval, onboarding, choosing an OTC desk, executing the trade, settlement, custody and accounting.
Read →How much Bitcoin should a company hold?
How much Bitcoin should a company hold? A sizing framework for a corporate Bitcoin treasury built on surplus cash, stress tests and board risk appetite.
Read →What is a strategic Bitcoin reserve for a company?
A strategic Bitcoin reserve is a ring-fenced, board-mandated holding with its own rules. How companies define, structure, fund and report one.
Read →Rebalancing and selling corporate Bitcoin
When to sell corporate Bitcoin: sell triggers, rebalancing bands, tax lots, execution and disclosure, so any sale is a planned decision, not a reaction.
Read →Why do companies hold Bitcoin on their balance sheet?
Why companies hold Bitcoin on the balance sheet: the treasury case boards weigh, the risks they accept, and how a corporate Bitcoin treasury is governed.
Read →Talk to our desk.
Every engagement starts with a short call about your company, order size, timeline and custody.