Insights
Research, analysis, and perspectives on Bitcoin markets, treasury companies, and the future of digital capital markets.
Bitcoin’s Recent 45% Drawdown A Reality Check, Not a Rupture
Bitcoin has just experienced another significant correction roughly a 45% drop from recent highs. For many, that feels jarring. For…
BTC per Share vs. Balance Sheet Risk: Decoding Metaplanet’s January Financing
In late January 2026, Metaplanet executed a third-party allotment of common shares and stock acquisition rights that, at first glance,…
Bitcoin Is the Hurdle Rate
What Changes When Stocks Are Priced and Measured in BTC Roxom Insights For most of financial history, the hurdle rate…
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BitcoinTreasuries.net is now directly connected to Roxom, turning Bitcoin treasury research into Bitcoin-native execution. BitcoinTreasuries.net has become the…
The Smarter Web Company’s Move to the London Stock Exchange Main Market:
A UK Tech Business, a Bitcoin Treasury Vision, and the Next Phase of Institutional Legitimacy The approval and publication of…
Strive’s SATA Follow-On: From a Proposed $150M Offering to a $118M Capital Raise
A balance-sheet case study in Bitcoin-native capital structuring When Strive, Inc. released two back-to-back announcements on January 21 and January…
Strive–Semler Merger Approved: A Defining Moment for Bitcoin-Native Corporate Finance
The shareholder approval of Strive, Inc.’s acquisition of Semler Scientific marks a watershed moment in the evolution of Bitcoin-native corporate…
Digital Money: The Final Layer of the Bitcoin Financial Stack
Introduction: Why the World Still Lacks “Good Money” For over a decade, Bitcoin has proven itself as digital capital, a…
Annual Wrap Up BTCTC 2025
Strategy Inc. 2025 Annual Review: Executive Summary In 2025, Strategy Inc. (NASDAQ: MSTR) (formerly MicroStrategy) completed its evolution from a…
Roxom Letter to MSCI
To: Henry A. Fernandez Chairman and Chief Executive Officer MSCI Inc. Re: Comments on Proposed Exclusion of Bitcoin Treasury Companies…
Introducing the world’s first Bitcoin Stock Exchange.
What Bitcoin has done for money, Roxom is doing for capital markets. We’re thrilled to unveil Roxom’s Bitcoin Treasury Stock…
MSCI Targets Strategy: Bitcoin Treasury Model Faces Index Exclusion
Wall Street’s benchmark machinery is undergoing a rare ideological stress test and Bitcoin is at its core.On October 10, global…
Financing Strategies for BTCTCs Under Sub-NAV Valuation Conditions
Executive Summary Bitcoin Treasury Companies (BTCTCs) operate with a financial objective distinct from traditional corporations long-term maximisation of Bitcoi…