The Bitcoin Treasuries Newsletter
Bitcoin, Capital, and Corporations
The Bitcoin Treasuries Newsletter
Tuesday, July 1, 2025
Curated by Tim Kotzman | Insight at the Intersection of Bitcoin, Capital, and Corporations
One Week Out: The Bitcoin Treasuries Digital Conference
Tuesday, July 8 | 9:00 AM – 9:00 PM ET | Live on X and YouTube
Presented by: Bitcoin for Corporations
Visit b.tc/corporations to Learn More and Follow @BitcoinForCorps, @gmekhail & @AllenHODL for the latest updates.
Thank you to the following sponsors for supporting the Inaugural Bitcoin Treasuries Digital Conference:
Arch Lending Unlock the value of your Bitcoin without selling. Arch Lending offers secure, flexible BTC-backed loans for individuals, institutions, and corporate treasuries. Visit archlending.com to get started. Visit them on @X @ArchLending. Use Promo code: TIMK10 for a interest rate discount at app.archlending.com/ref/Kotzman
Next Layer Capital Institutional capital for a Bitcoin-denominated future. Next Layer partners with conviction-led founders, asset allocators, and treasury leaders building on the hardest money in history. Visit them on @X at @nextlayercap.
Locate Technologies (ASX: LOC) is an Australian logistics software company helping businesses around the world optimize last-mile delivery. They’ve recently begun building their Bitcoin treasury, now holding 10 BTC, as they believe all routes ultimately lead to Bitcoin.
Find them on @X and Learn more at @LocateTechHQ.
Meliuz is the largest public Bitcoin holder in Latin America - and the first Bitcoin Treasury Company in Brazil. Learn more at @MeliuzBitcoin.
BTC AGenda is pioneering Germany’s first publicly listed Bitcoin treasury company and building the region’s first dedicated community. Inspired by Saylor’s playbook but tailored to the DACH market, BTC AGenda empowers companies to adopt strategic Bitcoin treasury positions — with shared knowledge and community. Learn more @BTCAGenda.
Is your business ready to harness the power of Bitcoin? Gemondo Law specializes in designing custom Bitcoin treasury strategies for independent businesses. Their team guides you through integration of secure, compliant solutions tailored to your specific business and financial goals. Visit gemondolaw.com to future-proof your business with Bitcoin! @CGemondo
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Log Scale Investments is a proprietary trading and private equity firm founded in 2024. Learn more at @logscaleinvest.
In just seven days, the most important names in corporate Bitcoin strategy will gather for a full day of executive-level sessions, real-world treasury playbooks, and live market insight.
Featured speakers include:
Andrew Kang, Matt Cole, Ben Werkman, Garret Johnston, Shone Anstey, Howie Rattray, Eric Semler, Alexander Laizet, Dylan LeClair, BritishHODL, Dean Callas, Steve Orenstein, Hans Thomas, Israel Salman, Norma Chu, Cory Klippsten, Sander Andersen, Andrew Webley and Austin Alexander.
More speakers to be announced this week.
Free to attend. Request membership in the Bitcoin Treasuries Digital Conference Club for exclusive Q&A, networking, and breakout sessions.
Top Headlines
1. Bitcoin Treasury Corporation (TSXV: BTCT) Begins Public Trading
BTCT officially debuted on the TSX Venture Exchange this week, following its acquisition of 292.8 BTC and C$125M in capital raised. The firm is focused on institutional lending and structured BTC-backed financial products. Early trading volumes indicate high initial interest.
2. ProCap Financial Prepares First BTC Allocation Post-SPAC
Sources close to ProCap Financial, which closed a $1B SPAC merger last week, suggest a significant initial BTC acquisition may be announced in the coming days. The firm’s strategy focuses on revenue generation from lending and derivatives, supported by institutional partners.
3. Metaplanet Adds Another 100 BTC as Yen Weakens
Japan-based Metaplanet has added an additional 100 BTC to its balance sheet, citing continued currency debasement and investor interest in a hard-asset reserve strategy. Their disclosures continue to draw attention from Asian capital allocators and sovereign wealth observers.
Market & Strategy Insights
Public Market Appetite Is Strong
BTCT’s launch and ProCap’s anticipation show that structured Bitcoin treasury vehicles are drawing both liquidity and attention from capital markets.Foreign Exchange Conditions Are a Catalyst
Metaplanet’s consistent purchases underscore a growing macro trend: corporate BTC adoption as a hedge against weakening national currencies—particularly in Asia and Latin America.Next Week Will Shape Q3 Sentiment
The July 8 Digital Conference will likely serve as a sentiment anchor for Q3. Investor reactions, treasury updates, and speaker announcements may influence corporate strategy and media narratives throughout the quarter.
What to Watch
New Speaker Additions for July 8 Conference
Final lineup to be released mid-week, with a few late additions expected from U.S. public company CFOs and policy advisors.ProCap Treasury Deployment Announcement
Look for disclosures related to BTC acquisition strategy, capital allocation ratios, and lending frameworks.Potential Institutional Entry via ETF Structures
Several sources report new filings and amendments related to BTC-forward or structured ETF vehicles—watch for timing around July 4 holiday news cycles.
Final Word
Bitcoin is moving from fringe asset to foundational treasury strategy—and now, the market is demanding structure, clarity, and leadership.
The next phase of Bitcoin adoption won’t be quiet.
It will be on the balance sheet, in the boardroom, and live on air—July 8.
See you there,
Tim Kotzman
Host, The Bitcoin Treasuries Podcast