1/ JUST IN: @BitcoinForCorps (BFC) is formally calling on MSCI to withdraw its proposed 50% digital-asset exclusion rule.

The proposal directly affects how operating companies are treated in global indexes.

Here's everything you need to know: 🧵👇 2/ Under the proposal, companies could be removed from major MSCI indexes solely because #Bitcoin becomes a majority asset on their balance sheet — even if nothing about their core business changes.

1/ @Strategy has built the largest corporate #Bitcoin treasury in the world—over 580,000 BTC, more than 10x the next closest company.

It’s all powered by a capital stack engineered to raise across the risk curve and convert capital into BTC.

Let’s break it down: 🧵👇 2/ At the core is a multi-layered structure designed to match investor risk appetite with capital needs:

🟧 Convertible Notes
🟧 $STRF (Strife)
🟧 $STRK (Strike)
🟧 $STRD (Stride)
🟧 $MSTR Common Stock

Each layer plays a unique role.

1/ @Coinbase is joining the S&P 500, bringing ~$1B in #Bitcoin onto the world’s most tracked index.

This isn’t just a win for Coinbase—It’s a milestone for corporate #Bitcoin adoption.

Here's what you need to know: 🧵👇 2/ The S&P 500 is the most tracked index in the world, with over $5 TRILLION in passive capital tied to it.

Every fund tracking the index will now own @Coinbase.

And Coinbase holds #Bitcoin.

JUST IN: @DavidFBailey’s holding company @Nakamoto_HQ raises $710M—announces a merger with KindlyMD to launch a public #Bitcoin treasury strategy.

Let's break it down: 🧵👇 2/ This marks the largest capital raise ever to launch a #Bitcoin treasury strategy—and the largest PIPE in a public Bitcoin-related transaction to date.

🔹 $510M PIPE at $1.12/share
🔹 $200M in senior secured convertible notes
🔹 200+ investors across six continents

INSIGHT: @Strategy just dropped its Q1 earnings presentation—it was a masterclass in #Bitcoin treasury execution.

Strategy laid out a precision-engineered roadmap for turning capital into Bitcoin at scale.

Here's 8 key takeaways: 🧵👇 1/ 📦 553,555 BTC holdings

➤ Largest corporate BTC treasury globally
➤ 2.6% of all #Bitcoin in circulation
➤ 100% unencumbered

Why it matters: That’s not a position—it’s a pristine monetary base for their treasury ops.

1/ The #1 performing stock in Paris over the last 6 months isn’t a tech giant—it’s a #Bitcoin treasury company.

@_ALTBG is compounding BTC per share with ruthless efficiency—709.8% BTC Yield in 6 months.

Let’s dive in: 🧵👇 2/ The Blockchain Group ($ALTBG) didn’t pivot to #Bitcoin—It rebuilt itself around it.

After a full corporate reset in late 2023, TBG adopted a Bitcoin treasury strategy focused on one metric:

👑 BTC per share

1/ Scaling a #Bitcoin treasury isn’t just about conviction—it’s also about structure.

Pre-IPO companies face a real trade-off: stay private and preserve flexibility, or go public and unlock capital leverage.

Let’s break it down: 🧵👇 2/ A #Bitcoin treasury isn’t just an asset—it’s a capital strategy.

And the structure of your company will determine how far that strategy can scale, compound, and influence.

JUST IN: SoftBank, Tether, and Cantor Fitzgerald's $3B #Bitcoin treasury company will launch with 42,000 BTC and be named "Twenty One".

Bitcoin legend @JackMallers to serve as CEO.

Here's everything you need to know: 🧵👇 2/ With an initial allocation of 42,000 BTC, Twenty One will debut as the #2 largest public Bitcoin holder—second only to @Strategy.

This is a generational capital deployment.

TODAY: @Strategy announces the launch of $STRF, a new perpetual preferred stock offering with a 10% fixed dividend.

Here's what you need to know: 👇 @Strategy @MicroStrategy @saylor 2/ $STRF will accumulate cumulative dividends at 10% per annum, payable quarterly starting June 30, 2025.

Quarterly dividend payments are subject to the board’s discretion. Any unpaid dividends will compound quarterly. 📅

JUST IN: @REXShares launches the REX Bitcoin Corporate Treasury Convertible Bond ETF.

This is the first ETF giving retail investors access to Bitcoin-backed corporate bonds.

Here's what you need to know:🧵👇 2/ This ETF simplifies exposure to a strategy pioneered by Michael @Saylor, Chairman of @Strategy (formerly @MicroStrategy), which uses corporate debt to acquire #Bitcoin.

Retail investors now have direct access to Bitcoin-backed bonds.

Zombie companies are bleeding out—shrinking cash, no growth, restless shareholders. The longer they wait, the worse it gets.

Here’s how to spot them—and why #Bitcoin is their best chance for survival: 🧟‍♂️👇 2/ How do you spot a zombie company?

Watch for these red flags:

🚩 Stock down 50%+ for 3+ years
🚩 Revenue growth under 5% YoY, multiple quarters
🚩 30%+ of market cap in cash, no reinvestment
🚩 Failed pivots, no clear turnaround

Dead money 💀💵

1/ Over 1.5 MILLION BTC were added to corporate and institutional treasuries in 2024—a record-breaking year for Bitcoin adoption.

From public companies to governments, #Bitcoin solidified its role as the ultimate treasury asset.

Here’s what you need to know 🧵👇 2/ Public companies drove Bitcoin adoption in 2024, increasing their holdings to 589,934 BTC.

The FASB ruling, effective December 16, 2024, allows companies to report Bitcoin at fair market value—a game-changer for corporate adoption.

TODAY: New FASB accounting rules for #Bitcoin are officially live, paving the way for corporate adoption.

Here’s what you need to know 👇 ➡️ Transparent Valuation

Corporations can now report Bitcoin holdings at fair market value, providing an accurate and real-time reflection of their balance sheets. This enhances trust and transparency for stakeholders.