How European Treasury Companies Are Building Their Bitcoin Balance Sheets
summary
Europe pursues specific plays: Netherlands leverages trading expertise and crypto exchanges; Sweden offers a NASDAQ Sweden $2 trillion market and tax arbitrage with ISK 1% vs 30% capital gains encouraging Bitcoin treasuries; London supplies deep secondary markets and the third largest corporate fixed income market for debt and convertible issuance. Panelists flag practical issues: MNAV feeds are often wrong, warrants can create 30% warrant dilution hidden in metrics, dual listings and Bitcoin‑denominated raises are tested tools, and consolidation plus operating businesses are the likely survivorship path.
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chapters (10)
- 0:00Treasury Boom in Europe
- 0:25Why Choose Your Location?
- 0:52Netherlands: Financial Innovation Hub
- 1:57Sweden: Mature Markets & Tax Perks
- 3:03London: Venture & Debt Strengths
- 4:21Dual Listings & Market Expansion
- 5:52Regulator Benefits for Long-Term
- 6:17Defining Bitcoin Treasury Companies
- 12:00Bitcoin NAV: Metrics & Dilution
- 18:285-Year Vision: Consolidation & Adoption
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