• Bitcoin has been in a global adoption cycle for over 17 years, consistently outperforming most traditional assets over any four-year period. Unlike cash or other investments, bitcoin is absolutely scarce—there will only ever be 21 million coins.

    For businesses of any size, this matters because:

    • Differentiate your strategy: Whether you’re a growing company or an established enterprise, integrating bitcoin into your treasury signals innovation and forward-thinking leadership.

    • Preserve value: Allocating a portion of retained earnings to bitcoin can help protect against inflation and currency risk, strengthening long-term financial resilience.

    • Enhance credibility and market positioning: Even a modest allocation demonstrates strategic foresight, building trust with stakeholders and signaling leadership in a rapidly evolving financial landscape.

  • Gold and stocks are common investment assets, but they don’t offer the same characteristics as bitcoin. Gold is scarce but slow-growing. Stocks are correlated to the economy and subject to dilution risk. Bitcoin combines absolute scarcity with a structural adoption phase, offering unique long-term value.

  • Bitcoin is volatile, but that volatility is paired with long-term structural growth. Companies with modest growth can use bitcoin as a strategic lever to differentiate and attract investors.

  • Companies with stable operations and predictable cash flows often have fewer levers for rapid growth. By innovating on the balance sheet—such as allocating retained earnings to bitcoin—they can unlock new opportunities and transform their valuation narrative.

    • Price Volatility
      Bitcoin’s price can swing dramatically, creating earnings volatility and potential impairment charges under current accounting rules.

    • No Yield / Opportunity Cost
      Unlike bonds or cash equivalents, bitcoin does not generate interest or dividends, making returns dependent solely on price appreciation.

    • Operational and Custody Risks
      Secure storage and private key management are critical. Any breach or mismanagement can result in irreversible loss of assets.

    • Market Impact and Liquidity Pressure
      If many firms sell during downturns, it can exacerbate price declines, harming both treasury value and stock price.