Daisy

Stacker_Stocks

BITCOIN short term vs long term amid rising geopolitical tensions

An unusual behavior is catching the attention of on-chain analysts…
As the price of Bitcoin rises, it would be expected that profit-taking would also increase, something that is usually reflected by the SOPR metric

![](https://m.stacker.news/96323)

Bitcoin up, profits down? Understand what the SOPR is showing!

With US$2.1 trillion, it is already approaching the largest companies in the world. It is at the same level as Alphabet (Google) and approaching Amazon and Apple.

![](https://m.stacker.news/96294)

At $2.1 Trillion, Bitcoin Is Now Worth as Much as the Biggest Big Techs

Bitcoin as a Corporate Strategy: The Méliuz Case

Thank you so much! I really enjoy talking about companies and doing analysis, but since my profile is more focused on Bitcoin, I end up posting mostly about companies that have adopted Bitcoin.



I wrote this post myself and did the review, the AI ​​only corrected a few words. I looked for a post about this company Méliuz and didn't find it.

Méliuz ($CASH3) already holds 320.20 BTC, equivalent to 0.00152% of all existing Bitcoins.

💲 Average Purchase Price: US$ 104.792,98
💰 Current NAV: US$ 34.641.000,00.
✖️ mNAV (multiple of NAV per market cap): 3.32
🌱 BTC Yield YTD: 600%
📊 P&L: US$ 1,229,400 (3.7%)


BTC spending: US$ 33,300,108.00.
MCap earnings: US$ 54,414,114.00.

🪙 Stock since first sat: +90.59%
🍊 BTC since then: +16.8%

Méliuz had a return of approximately 163.4% in market value on what it invested in Bitcoin.

![](https://m.stacker.news/96150)

Semler Marketcap: $440M
BTC Reserves: 4,449 BTC (~$479.9M)
The company is worth less than its own Bitcoins! WHAT THE HELL???

![](https://m.stacker.news/95754)

Semler valued at $440M but holds $479M in Bitcoin. How is that possible?

Competitors took about 5x longer to reach this value!

![](https://m.stacker.news/95752)

BlackRock dominates: its Bitcoin ETF hits $70B in record time

Baby Stacker Corner #15

If you'll allow me @ek, after my 15 days here at SN, I'd like to highlight some suggestions that I believe could further improve the experience here:

Creating a group on SN's Facebook. I think that with a group, it would be easier to discuss ideas, make suggestions and share useful content to improve SN.

It would also be very interesting to have a chat between users, so that they can exchange private messages, make friends and collaborate more directly.

I'd like to take this opportunity to thank you for your competence and congratulate you on your excellent work with SN.

The Japanese company will issue 555 million shares over the next 2 years to increase its treasury from 8,888 BTC to:

👉 30,000 BTC by 2025;
👉 100,000 BTC by 2026;
👉 210,000 BTC by 2027.

💡 The goal is to enter the “1% club” (1% of the 21 million Bitcoins) and consolidate itself among the largest corporate Bitcoin treasuries in the world!

![](https://m.stacker.news/95456)

Metaplanet announces raising of US$5.4 billion to accelerate BTC purchases!

Know Labs, Inc. $KNW, a US-based medical supplies company, has announced a Bitcoin Treasury Strategy with an initial 1,000 BTC after being acquired by Greg Kidd.

![](https://m.stacker.news/95261)

Another Bitcoin Treasury Company has just been born.

Few people really know, but today, there are already 223 entities, 124 of which are publicly traded companies, that have declared Bitcoin on their balance sheets. 🤯

In the last month alone, 19 new companies joined this group.

![](https://m.stacker.news/95180)


Most large companies use institutional custodians.

In other words, they delegate the safekeeping of their BTCs to third parties, as they would do with a bank safe.

But this solution has high costs and concentrated risks. After all, whoever holds the key... holds the Bitcoin.


And we're not talking about a few bitcoins.

If we add private companies and publicly traded companies, we are talking about more than 1.1 million coins.

In total, institutional/corporate adoption of bitcoin now holds over 3.39 million of the BTCs in circulation.


Several custodians are used, such as BitGo (Galaxy Digital, Fidelity Digital Assets, Anchorage Digital and NYDIG.

But Coinbase Custody is now the largest, having reported having $114 billion in assets under custody in 2024.

Strategy uses Coinbase, for example.

![](https://m.stacker.news/95181)



However, for the average individual, the best strategy remains self-custody.

With the right tools, anyone can keep their BTCs safe without relying on third parties.

Bitcoin is now on the balance sheets of 223 entities, 124 publicly traded

The largest bank in the US will allow customers to use Bitcoin ETFs, such as $IBIT , to obtain credit.

![](https://m.stacker.news/95113)

JPMorgan accepts Bitcoin collateral for loans

![](https://m.stacker.news/95110)

Official announcement

“We believe this will be the first time that a publicly listed gold mining company in the UK has combined income streams from gold mining projects and used these revenues in a proactive ‘Bitcoin in Treasury’ approach, whilst maintaining minimal corporate overhead.”

https://x.com/bluebirdIR/status/1930544271616098496

GOLD MINING company just announced that they will convert gold into Bitcoin!!!!

Guess META shareholders prefer holding Zuck Bucks over freedom coins. 😅

![](https://m.stacker.news/94612)

95% of META shareholders rejected adopting the Bitcoin Treasury Strategy.

This capital is derived from reimbursements from FTX’s recovery plan.

Some of this will return to digital assets. It will be good to look at the book carefully in these days.

![](https://m.stacker.news/94350)

Over US\$5B returns to market as cash from this Monday to Wednesday.

The most curious thing is that he had US$ 82.5 MILLION in PROFIT and lost all of his earnings.

Beware of leverage, The casino always wins.

![](https://m.stacker.news/94282)

REKT: Whale with 40x BTC leverage got liquidated, lost nearly \$15 million.

US VP: Bitcoin Resists Fraud, Serves as Strong Digital Store of Value!

BTC went to get the $5 BILLION in longs 🧐

JD Vance stated today that $BTC does not threaten the US dollar, but will instead be an asset of strategic importance for the US, reinforcing a positive view on institutional adoption.

![](https://m.stacker.news/93874)

US Vice President sees $BTC as strategic!

BooksAndArticles

He wrote a paper which he sent to Schrödinger, saying:

“I’m not sending it to anyone else because you’re the only person I know who doesn’t wear blinders on the fundamental questions of science.”

How important it is to have at least ONE person in our life/work area who doesn't wear a visor, who we can trust to share a new idea with. 

Schrödinger spent 3 days studying Einstein's work

And his friend responded supporting him:

“You are hunting a very large animal.”

Einstein, moved, replied:

“This correspondence gives me great joy, for you are my closest brother, and your brain works in a manner quite similar to mine.”