Voted "mixed" because I have quite a lot to say about them — some 5,500 words to be exact. 

![](https://m.stacker.news/108898)

https://bitcoinmagazine.com/bigread/bitcoin-treasury-companies-how-to-think
(Also here: https://stacker.news/items/1081555/t/denlillaapan)


denlillaapan

That's a good point. When something is inevitable, it doesn't quite make sense to ask whether it's good or not.

It's kind of like asking "Is it good for us that we have to eat?"

Juhwang

No BTCTC I'm aware of is interested in delivering products other than their own common and preferred stocks.

Holding BTC on your balance sheet doesn't make you a BTCTC.

I think it’s good. Grows the overall network effect for better or for worse.  

Plus it’s better capital. Companies that are able to wait can improve their capital structure and really focus on delivering high quality products and services and pay their expenses without having to go bankrupt to chase growth 

BlokchainB

IF are really holding real bitcoin and not IOUs.
Just bragging online that X company added x BTC into their reserves (in fact IOUs from x exchange), it means only virtue signaling to pump their bags, nothing else.

Instead... all these companies could just announce that they accept BTC as payment (and keep it as reserves) and everything will be mush better for everybody.

They are necessary because the system of capital allocation is broken, ideally pension funds and insurance companies wouldn't need them... they're a sour medicine for a sick fiat system. 

They're ultimately good because it's a manifestation of the game theory and how Bitcoin finds a way.

justin_shocknet

Mixed.

Profitable enterprises sweeping excess cash into Bitcoin is good. 

Raising a bunch of money to be a Saylor copycat is bad. 

grayruby

**Why Business Owners Are Putting 22% of Profits Into Bitcoin**
*Sam Baker in Research on 2 September 2025*

https://river.com/wp-content/uploads/2025/09/One-pager-1-2048x1247.png

https://river.com/wp-content/uploads/2025/09/Bitcoin-Ownership-Distribution-August-25-2025-2048x1229.png

https://river.com/wp-content/uploads/2025/09/Notable-Bitcoin-Treasury-Companies-Across-the-World-2048x1229.png

https://river.com/wp-content/uploads/2025/09/Growth-of-Bitcoin-Treasury-Companies-With-at-least-10-BTC-2048x1229.png

https://river.com/wp-content/uploads/2025/09/Industry-Breakdown-of-Businesses-with-River-1959x2048.png


https://river.com/content/river-business-report-2025

jakoyoh629

TNStacker

2053456d48

To add some depth here, did you know that as of mid-2025, at least 61 publicly listed companies (not primarily crypto-focused) have jumped on the Bitcoin treasury bandwagon? That's a huge jump, and just in June alone, 26 new ones added BTC to their holdings. But it's not all roses about one in four of these firms are now trading below the value of their Bitcoin stacks, which is squeezing their ability to buy more and could signal a cooldown in the hype. If you're tracking this stuff, sites like BitcoinTreasuries.NET offer real-time views of who's holding what, including governments and institutions pretty eye-opening to see the institutional creep in action. And interestingly, this trend's spilling over to other cryptos too, with some companies now building treasuries around Solana for DeFi plays. Makes you think: is this the future of corporate finance, or just the latest fad before the next market shakeout? 