CryptoTreasury

📅 August 1 | United States
In a move many compare to the launch of the first iPhone, Strategy has reached a milestone that redefines the relationship between businesses and Bitcoin.
The firm announced its best quarter to date, driven by strong BTC appreciation and a strategy that was not only risky… but visionary.
With a reserve exceeding 38,000 BTC and profitability that eclipses tech giants, Strategy is no longer just a company: it's a global case study.
📊 The Rise of a Strategy with a Name
Strategy, the firm that a year ago began building a corporate treasury with aggressive Bitcoin purchases financed by structured debt, recorded its best quarter on record in terms of revenue and EBITDA.
The key facts:
Its adjusted EBITDA increased more than 900% compared to the same quarter last year. It has more than 38,300 BTC on its balance sheet and plans to add another 17,000 BTC without diluting its shares, according to TD Cowen. Its stock price rose more than 15% following the announcement.
What makes this story unique is how Strategy made Bitcoin the core of its operating model, not as a hedge, but as the underlying asset of its corporate identity.
While many expected a collapse due to volatility, the firm consolidated its purchases during the bear market and is now achieving historic results with BTC trading above $118,000.
Additionally, the company is exploring tokenization models for its Bitcoin-backed equity, something that could set a new standard in decentralized corporate finance.
Galaxy Research analyst Peter Li was blunt:
“This is the iPhone moment for corporate treasuries. From now on, no large company will be able to ignore the Strategy model without looking obsolete.”
Topic Opinion:
Strategy has been a key player since its first purchases, and I confess I was skeptical at first. The story of companies trying to be "Bitcoin-native" is not new, but it is rarely successful.
Strategy demonstrates that well-executed conviction can challenge traditional market logic.
Its case is a blend of boldness, financial discipline, and a clear reading of the macroeconomic and technological moment.
We don't know how long this advantage will last, but the truth is that they have already marked a before and after in how Bitcoin can be used beyond speculation.
💬 Are we facing the new Tesla model, but for Bitcoin?
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#bitcoin #CryptoFinance #iPhone #CryptoTreasury #CryptoNews
$BTC

📅 August 1 | New York, USA
A new risky move on crypto Wall Street has put the spotlight on Mill City, the specialized financial firm that manages one of Sui's main crypto treasuries.
While the market was barely digesting its previous $450 million offering, the company announced plans to raise another $500 million. The immediate result? Its shares fell nearly 10% in a matter of hours.
The blow didn't just shake traditional investors. It also reignited the debate about the sustainability of crypto treasury models leveraged with high-risk capital.
🔍 The Boomerang Effect: Raising More… and Losing in the Attempt
Mill City Investments, which recently executed a $450 million debt offering to buy SUI and establish an institutional reserve, now plans to double down with a new round for an additional $500 million.
However, the announcement was not well received by the markets:
Its shares (NYSE: MCT) plummeted nearly 9.6%, reflecting concerns about shareholder dilution and growing exposure to the volatile token market. The move comes just days after the company was listed among the most active entities in tokenized treasuries, alongside Upexi (Solana) and Strategy (Bitcoin). Analysts such as Mike Cramer (of TD Securities) warned that “financial aggressiveness unbacked by real revenue can become toxic in an uncertain market.”
Although the company assures that this new round would be structured in a non-dilutive manner, investors fear that the expansion into digital assets will continue to exceed the firm's operational capacity.
Furthermore, the timing creates noise: SUI's price has been fluctuating wildly, and several projects on its network have yet to achieve massive traction.
Topic Opinion:
With the rapid institutionalization of crypto, it's clear to me that the appetite for leading the narrative of tokenized treasuries is enormous.
But it's also evident that the traditional market still punishes decisions that seem more speculative than strategic.
Mill City seeks to play in the major leagues, but it does so through debt and complex instruments, while still demonstrating no clear return in either yield or blockchain governance.
This doesn't mean they're lost, but it does mean that the path to institutionalization is not only financial: it's also narrative, technological, and operational.
The promise of crypto treasuries is real, but it needs to be supported by foundations beyond the capital raised.
💬 Do you think Mill City is going too far?
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#CryptoTreasury #MillCity #SUI🔥 #CryptoNews #tokenize $SUI

As $BTC
Bitcoin dominates headlines for being on corporate balance sheets, a new shift is emerging quietly but powerfully:
Corporations are now holding Ethereum.
Yes, the world’s second-largest crypto asset is making its way into corporate treasuries — and that’s a massive signal for $ETH
ETH’s long-term strength.

🧾 What Are Corporate Crypto Reserves?
Corporate reserves are digital assets held by businesses as part of their long-term strategic treasury — like how Tesla, MicroStrategy, and others hold $BNB
BTC.
Now, ETH is gaining ground, thanks to its role as a programmable asset with staking rewards, smart contract utility, and growing institutional trust.

📊 Why Are Companies Choosing ETH?
Yield via StakingUnlike $BTC , ETH can generate passive income through staking.Corporates love low-risk returns on idle capital.Web3 Infrastructure ExposureEthereum powers DeFi, NFTs, tokenization — owning $ETH = owning Web3’s fuel.DiversificationETH offers an inflation-hedged, tech-backed asset class separate from Bitcoin.Upcoming ETH ETFsInstitutions are preparing to front-run adoption before spot ETFs go mainstream.

🧠 Who's Already In?
Coinbase and Kraken hold ETH reserves directly.Meitu (a Chinese tech firm) purchased both BTC & ETH for treasury.Rumors suggest several Web3-native startups and fintechs are loading ETH quietly.
As regulatory clarity improves, the next wave of announcements could come from publicly listed companies.

🔍 Why This Matters for Traders
If corporations begin treating ETH like digital oil for the new internet, demand skyrockets.
This is not just price speculation — it’s about Ethereum becoming an institutional-grade asset.

📣 Final Takeaway
Bitcoin walked so Ethereum could sprint.
Corporate ETH reserves might be the most underrated bullish signal of 2025.
Get ready.
ETH isn’t just for traders anymore — it’s for balance sheets.

#ETHCorporateReserves #Ethereum✅ #CryptoTreasury #BinanceFeed #ETH #Institutions #CryptoNews #Web3 #BlockchainAdoption