BitcoinQuant @bitcoinquant_
The Bloomberg Terminal of Bitcoin Treasuries. Follow for real-time alerts and notifications š bitcoinquant.co More Data šš„ ā Joined July 2025-
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This will go down as one of the wildest charts in the history of finance.
5 yrs ago public companies held virtually zero Bitcoin. Today over $130B worth (~5% of total BTC supply) sits on corporate balance sheets. The paradigm has shifted. Corporate wave incoming š
Not every company holding Bitcoin is playing the same game. Some use it as a hedge. Others use it as a strategy. You can now filter by āplaybook companies onlyā on BitcoinQuant.Co to see analytics for those executing the Saylor playbook āļø
~5% of Bitcoin that will ever exist are already in corporate treasuries and supply is evaporating fast. Fade this digital gold rush at your own risk.
Whole lotta green š¹
Treasury companies donāt exist in a vacuum. Their lives are tied directly to Bitcoinās heartbeat. This is why BitcoinQuant now tracks Bitcoinās volatility itself: historical & implied. When implied runs hotter than historical, treasury investors should be paying attention.
As Saylor says, āVolatility is Vitalityā. Volatility isnāt risk. Itās proof thereās energy, liquidity, and growth potential in a system. For Bitcoin treasury companies that vol is amplified, scaring away tourists, while creating opportunity for those with conviction.
Bitcoin Treasury Companies are down ~30-90% from 52wk highs. It's easy to be loud on twitter when markets are hot, but few have the conviction to buy the dip. Smart money goes shopping when markets bleed šļø
Making Bitcoin Treasury data accessible has been the mission from day one. API waitlist officially open. Shoot me a DM or join waitlist at BitcoinQuant.Co ā³
Bitcoin is the benchmark šÆ Now you can see how any company stacks up ā
Just shipped: equities priced in BTCš For treasury companies, Bitcoin is the hurdle rate. So why not see their stocks measured against it. MSTR is live on BitcoinQuant.Co with other treasury charts rolling out soon.
Every Bitcoin treasury allocation is effectively coins moving from a 24/7 market to a multi-year vault. As more public companies join, the freely tradable float keeps shrinking. Price will eventually reflect that math.
Newest Bitcoin Treasury Bull Metric? BitcoinQuant now shows Cash & Cash as a % of BTC NAV. Less cash relative to BTC holdings = high conviction. Now live for 100+ companies at BitcoinQuant.Co š
~1 in 20 bitcoins that will ever exist now sit on public-company balance sheets. These arenāt traders. Theyāre boards locking coins away long-term. Each new buy justifies it for the next CFO, creating a reflexive loop and amplifying Bitcoinās scarcity. Game theory in motionāļø
Bitcoin Treasury Twitter had a major gap. Sites showed BTC holdings, but none surfaced many key metrics needed to properly value these companies - volume, volatility, options data, market returns, and more. We built BitcoinQuant.Co to close that gap š
Corporate Treasuries have been stacking bitcoin at a relentless pace all year and they arenāt selling. Every dip fuels them to scoop faster and take coins off the market for good. Zoom out and stay patient. The long game is being won right now.
š BitcoinTreasuries(.)co is now Bitcoin Quant New name. Same mission. Full-stack analytics for 100+ public Bitcoin treasuries with trading activity, options data, mNAV, volatility, balance sheets, BTC accumulation rates, and more. Check it out ā
šØšŗšø Strategy (MSTR) adds 525 BTC, now holding a total of 638,985 BTC. Current Treasury Stats: BTC NAV: $73.44B Stock Price: $331.44 Market Cap: $93.89B BTC Premium: 1.28x % from 52w high: -38.96% š Check out full analysis ā BitcoinQuant.Co
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