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MicroStrategy & Bitcoin in 2025: The Next Big Move

Marty Kendall

01 Jan 2025 • 10 min read

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Inside the Engine Room: How Our BTC-TC Portfolios Power Growth

In this article, we take a closer look under the hood of our BTC-TC portfolio system to help you understand why some companies earn a higher weighting than others—and how our strategies adapt dynamically to market movements. What Drives Our Rankings? A Look at Portfolio Weightings We’ve created

28 Jul 2025 9 min read

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S-Curves and Sats: Decoding the Future of Bitcoin Treasury Growth

Lately, I’ve been laser-focused on one thing: understanding the future growth of Bitcoin Treasury Companies (BTC-TCs). My initial piece — The Half-Life of Bitcoin Treasury Companies — received plenty of ‘constructive’ feedback. But, ironically, since then, we've seen significant mNAV compression, with many BTC-TCs pulling back by over 50%

26 Jul 2025 5 min read

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Bitcoin: Flatlining or Coiling to Strike?

For what’s meant to be a notoriously volatile asset, Bitcoin has been... well, unusually boring lately—especially for those of us used to the high-octane world of Bitcoin Treasury Companies (BTC-TCs). But zoom out, and a clearer picture emerges. Bitcoin Still Dancing with the Power Law Bitcoin has been

26 Jul 2025 4 min read

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