The Bitcoin Treasuries Newsletter
Sunday, July 13, 2025
Sunday Briefing: Strategic Shifts and New Entrants
As regulatory and market clarity improves globally, the trend of corporate and institutional Bitcoin adoption continues with notable velocity. Sovereign-level initiatives, new ETF inflows, and boardroom policy shifts are reshaping the landscape of corporate finance and treasury management.
Bitcoin Treasuries NYC Unconference: Less Than 10 Weeks Away
The Bitcoin Treasuries NYC Unconference on September 17, 2025, is rapidly approaching. Designed for institutional allocators, public company executives, and corporate finance leads, the event is capped at 350 participants to ensure direct, high-value dialogue. Only a limited number of seats remain.
Top 10 Headlines – Last 24 Hours
Argentina’s Ministry of Finance confirmed discussions with IMF and regional banks about integrating Bitcoin into sovereign stabilization mechanisms
Sources: Buenos Aires Herald, IMF, La NacionTesla updated its Q2 investor FAQ confirming it continues to hold over 9,700 BTC on its balance sheet with no plans to sell
Sources: Tesla IR, Bloomberg, CoinDeskThailand’s DV8 Bitcoin Treasury SPV revealed it has closed initial capital commitments from three Southeast Asian family offices
Sources: Bangkok Post, DV8 Capital, Nikkei AsiaFranklin Templeton launched a CIO-level strategy paper titled “The End of the Dollar Hedge,” highlighting Bitcoin’s role in new global monetary hedging frameworks
Sources: FranklinTempleton.com, FT, BlockworksARK Invest filed an amendment to its 13F, confirming a 12 percent increase in its MSTR holdings in Q2
Sources: SEC, ARK Invest, ETF.comCoinbase Institutional announced it will begin offering tri-party Bitcoin custody in partnership with State Street
Sources: Coinbase, State Street, The BlockIMF Research Department released a technical report on sovereign Bitcoin reserves and their impact on fiat capital mobility
Sources: IMF.org, Reuters, BloombergNYC Comptroller’s Office said it is reviewing a preliminary proposal to allow a 1 percent BTC allocation in certain city-level pension vehicles
Sources: New York Comptroller, WSJ, PoliticoVanEck launched a Bitcoin Treasury Strategy Index in collaboration with S&P Global
Sources: VanEck, S&P, NasdaqCrypto Council for Innovation submitted formal comments to the House Financial Services Committee advocating for broader corporate Bitcoin reserve protections in upcoming bills
Sources: CCI, The Hill, Bitcoin Magazine
Market Overview
Global Public Company BTC Holdings: 330,110 BTC
Total U.S. Spot Bitcoin ETF AUM: $91.3 billion
What’s Next
U.S. “Crypto Week” officially begins Monday, with five major bills on the table
Speaker announcements expected for the NYC Unconference
Japan and Korea preparing guidance for corporate BTC accounting disclosures
Anticipation builds around Metaplanet’s Q2 earnings, expected to signal expanded BTC accumulation
Stay informed. Stay sovereign. For more, follow Tim Kotzman on X or request a briefing deck on the Bitcoin Treasuries NYC Unconference.