Business
Corporate Bitcoin Treasury Wars: $340B Sector Fights for Survival
A $340 billion corporate Bitcoin treasury sector is expanding globally while MSCI proposes to exclude these companies from major indexes, sparking a battle for institutional legitimacy.
business
The Signal
In the span of 72 hours, the corporate Bitcoin treasury landscape exploded with activity: a $340 billion sector showed its growing muscle, the biggest player resumed buying after a 10-week pause, a European rival raised millions to follow suit, and an index provider tried to kick them all out of the club. The message is clear—companies aren't just putting Bitcoin on their balance sheets as a novelty anymore. They're building entire business models around it, and the establishment...
bitcoin
corporate treasury
balance sheets
Strategy
MicroStrategy
MSCI
institutional investing
cryptocurrency
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