The Ultimate Corporate Asset is Bitcoin
summary
Europe's largest listed Bitcoin treasury company holds 2,800 BTC after forming in November 2024 and issues bitcoin-denominated convertible bonds; one corporate reports an average buy price near 37,500 USD and custody teams run full nodes on Bitcoin, Lightning and Liquid to enable tokenization. Miners supply about 450 BTC/day, corporate demand is roughly double and ETFs double that again. Trade-finance rebuild via bills of exchange targets ~10% yields with sub‑0.5% default risk, positioning BTC as pristine collateral and the base for tokenized capital markets.
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chapters (8)
- 0:00Bitcoin as corporate asset
- 4:53Corporate Bitcoin adoption
- 12:41Bitcoin in trade and credit
- 20:56Bitcoin integration steps
- 30:28Bitcoin yield and risk
- 40:10Future Bitcoin opportunities
- 46:02Q&A on Bitcoin treasury
- 1:07:03Closing remarks
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