Bitcoin treasury companies have been hit hard by Bitcoin’s disappointing price action throughout 2025. Publicly traded firms holding significant BTC reserves are suffering the most, with leaders like (Micro)Strategy pushing aggressive accumulation amid headwinds—yet most now trade below net asset value, creating a rare opportunity for risk-tolerant strategic investors.

Figure 1: Tracking BTC holdings of the top public Bitcoin Treasury Companies. View live chart. The Bitcoin Treasury Companies Landscape

Not all Bitcoin treasury companies are created equally. Strategy stands apart as the industry standard-bearer, the “Bitcoin among treasury companies,” as it were. The company has…

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