Session Summaries: Bitcoin Conference 2025

The sharpest insights, biggest announcements, and boldest ideas — all distilled from the stage at Bitcoin Conference 2025. From sovereign adoption and institutional strategies to policy debates and technical breakthroughs, these session highlights cut through the noise and deliver exactly what matters. Your front-row recap starts here.

CYNTHIA LUMMIS, U.S. SENATE – Senator: Revalue “underperforming assets” (gold certificates, seized BTC) to fund a U.S. Bitcoin reserve without new debt.

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(01:45:00–01:46:30) Lummis laid out a sequencing plan: asset‑forfeiture BTC first, then revalued gold certificates to market. “We think we have about 200,000 Bitcoin in asset forfeitures… we can get 5% of the world’s Bitcoin without borrowing a single dime.” Her pitch reframed the reserve as balance‑sheet optimization, not deficit spending, with a not‑so‑subtle call to agencies to un‑classify counts and controls on seized coins.

■ 200k BTC in federal asset‑forfeiture accounts (classified count)
■ Years 2–5: revalue 1974‑era gold certificates ($36–$45) to >$3k/oz, swap into BTC
■ Reserve framed as using “underperforming” assets, not new borrowing
■ Calls for classified briefing on seized‑BTC accounting/custody

✅ @DARecaps: High Relevancy
If executed, this could introduce federal accounting for BTC holdings, fair‑value measurement, impairment/valuation controls, and specialized custody attestations. Controllers in crypto‑native firms might face new disclosure baselines (e.g., reserve methodology, key management) and audit procedures referencing federal practice. Revaluation flows and swaps may require new guidance on gains/losses presentation and cross‑asset conversions; coordination with OMB/GAO/IRS could reshape industry treatment by analogy. (Policy details remain fluid and may change.)

MARSHA BLACKBURN, U.S. SENATE – Senator: Pitch to states: recruit miners, lean on nuclear/TVA reliability, sell the jobs story.

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(01:47:00–01:48:45) Blackburn spotlighted Tennessee’s energy mix and new tech corridors: “They look at this as high‑paying jobs. They look at this as jobs of the future.” She tied mining siting to TVA reliability and SMRs, and name‑checked local quantum‑network efforts—positioning Bitcoin infrastructure as an industrial policy plank rather than a culture‑war topic.

■ Mining presence statewide; Bitcoin Park (Nashville) as hub
■ TVA + SMRs emphasized for baseload/stability
■ Quantum network efforts in Chattanooga noted
■ Jobs framing used to build local support

✅ @DARecaps: Moderate Relevancy
State‑level mining policies could introduce tax credits, load‑curtailment revenue, or PILOT agreements that finance teams must classify and disclose. Controllers may need policies for curtailment credits vs. operating income, treatment of power‑hedge instruments, and location‑based carbon reporting. If SMR‑tied contracts emerge, lease vs. service assessment and embedded derivatives might require audit attention. Effects depend on final utility contracts and incentives.

BO HINES, THE WHITE HOUSE – Digital Assets Adviser: Administration is standardizing crypto policy through staged reports to re‑shore innovation.

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(04:10:15–04:18:45) “We’re working diligently… on our 180‑day report… to show what is the most robust framework we can possibly have.” Hines and Treasury outlined the 30/60‑day milestones and a comprehensive July 22 report spanning tax, market structure, and the strategic reserve—paired with an open‑door posture to “welcome home” builders and clarify commodity/security lines.

■ 30/60‑day agency reviews + recommendations completed
■ 180‑day report to cover tax, market structure, reserve
■ Pledge to provide classification clarity (security vs. commodity)
■ Agencies urging firms to pitch ideas onshore (“welcome home”)

✅ @DARecaps: High Relevancy
A federal blueprint could standardize revenue recognition, token classification, and broker/dealer obligations. Controllers may need to adapt chart‑of‑accounts for staking, tokenized instruments, and reserve disclosures. Expect potential updates to 1099 rules, cost‑basis tracking, and SAFEs/SAFTs classification; auditors might require refreshed policies on fair value vs. intangible treatment and expanded tax position documentation as definitions tighten.

VLAD TENEV, ROBINHOOD – CEO: Tokenization expands access; AI could compress headcount and enable “single‑person companies.”

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(04:54:05–04:56:56) “I think you’ll have more single person companies.” Tenev argued for open, legal token markets—extending beyond stocks/bonds to collectibles and personal brands—and predicted these entities will “trade on blockchains just like other assets,” letting retail invest directly in creators or solo operators as AI displaces functions.

■ Tokenize if legal and there’s market demand
■ Anticipates solo, tokenized firms as AI scales
■ Personal‑brand tokens as investable projects
■ Access focus: retail participation envisioned

✅ @DARecaps: Moderate Relevancy
Widespread tokenization could introduce revenue‑sharing tokens, on‑chain equity, or creator‑royalty flows. Controllers might require policies for on‑chain cap tables, smart‑contract revenue splits, and recognition timing for programmable payouts. Audit teams may ask for contract‑code evidence and oracle controls. Classification could hinge on jurisdiction and rights embedded (security vs. intangible vs. derivative).

DAVID SACKS – Investor & Advisor: Stablecoin legislation could be the foundation for tokenized markets and 24/7 rails.

Watch the full session in this link → [URL] (04:14:30–04:17:04)

Though introduced by others, Sacks was credited for guiding a bipartisan Senate push. Bo Hines called him “our brilliant AI and cryptosar… the guiding star to point us in the right direction.” The discussion framed stablecoin law as connective tissue between legacy finance and crypto—supporting tokenized securities, real-time settlement, and reciprocal regulatory agreements with foreign jurisdictions.

■ Bipartisan Senate momentum; foreign central banks taking note
■ Treasury’s role in technical assistance and cross-border accords
■ Stablecoins as rails for tokenized public securities, 24/7 markets
■ Market structure next: clarify security vs. commodity, exchange rules

✅ @DARecaps: High Relevancy
Stablecoin frameworks could hard-code reserve composition, attestation frequency, and redemption accounting—impacting audit procedures for issuers and counterparties. Controllers might need to track fiat/BTC/stablecoin liquidity in real time, manage segregation of reserves, and classify tokenized securities under GAAP/IFRS. Reciprocal agreements could standardize audit evidence for cross-border holdings.

BILL HAGERTY – U.S. SENATE – Senator: Senate adoption of stablecoin and market structure bills may re-open U.S. capital markets to crypto issuers.

Watch the full session in this link → [URL] (04:15:00–04:18:45)

In the stablecoin segment, Hagerty’s role was implicit—helping move bipartisan financial services legislation for the first time since 2018. Treasury noted “the rest of the world is watching” U.S. Senate progress. Discussion linked bill passage to enabling tokenized securities and real-time settlement infrastructure.

■ First bipartisan financial services action in 7 years
■ Stablecoin law seen as on-ramp to 24/7 markets
■ Senate market structure bill to clarify token classification
■ Global central banks monitoring U.S. legislative pace

✅ @DARecaps: Moderate Relevancy
For controllers, reopening U.S. capital markets to token issuers could bring new equity/debt instruments with blockchain settlement. May require fair-value remeasurement policies, ledger integration with on-chain registries, and expanded disclosures for cross-jurisdictional compliance.

TOM EMMER – U.S. HOUSE – Majority Whip: Legislation must set bright lines on token classification to keep builders onshore.

Watch the full session in this link → [URL] (04:17:30–04:18:44)

“If we want folks to innovate here, they can’t be fearful… they’re writing their Wells notice before they can get on the elevator.” Emmer framed market structure bills as essential to provide security/commodity boundaries, regulatory authority, and pathways to pitch new ideas in the U.S. capital markets.

■ SEC/CFTC authority lines to be clarified
■ Flexibility for novel token models
■ Welcome-home message to offshore projects
■ Aim: access to U.S. capital markets for compliant builders

✅ @DARecaps: High Relevancy
Clear classification rules would directly impact revenue recognition, impairment testing, and disclosure for token holdings/issuances. Controllers will need decision trees for classification at issuance and ongoing reassessment triggers. Could shape audit testing for regulatory compliance and investor disclosures.

DONALD TRUMP JR – Trump Organization: Aligning Bitcoin with campaign themes of entrepreneurship, liberty, and broad voter appeal.

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(02:14:31–02:17:22) “Why shouldn’t America be the leader?… now we have a president who recognizes that.” Trump Jr. described Bitcoin’s political fit across voter demographics and as a symbol of economic freedom. He cited legislative allies like Bo Hines and tied White House support to providing market clarity and legitimacy.

■ Crypto positioned as cross-demographic electoral tool
■ White House seen as industry ally for growth & legitimacy
■ Legislative momentum framed as political partnership
■ Coinbase’s “Stand with Crypto” cited as grassroots model

✅ @DARecaps: Low Relevancy
Remarks were political framing with minimal direct accounting impact. Indirectly, a pro-crypto administration could accelerate legislative changes affecting audit/regulatory compliance, but no concrete accounting policy shifts were discussed.

SAM KAZEMIAN, FRAX – Founder: US-compliant stablecoins can reinforce the dollar’s global role while Bitcoin remains the “most decentralized” store of value.

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(06:40:15–06:41:48) “There is no second best to Bitcoin as a store of value… the best design is to actually work with the government that issues the unit you want to peg with.” Kazemian pitched FRAUSD as the first Genius Bill-compliant stablecoin, framing stablecoins as global payment rails that strengthen US dollar demand, while Bitcoin anchors censorship-resistant savings.

■ FRAUSD built in US, designed for Genius Bill compliance
■ Stablecoins bring 24/7 settlement & global payments into legal USD framework
■ Bitcoin = decentralized, censorship-resistant store of value
■ Stablecoins and BTC “literally… make each other stronger”

✅ @DARecaps: High Relevancy
If US-compliant stablecoins proliferate, controllers may need to manage dual-asset treasuries (BTC + stablecoin), track reserve composition, and reconcile on-chain/off-chain movements under federal guidelines. Audit teams could face new attestation demands for reserve backing, operational segregation, and redemption flows. The complementarity narrative might also inform portfolio hedging strategies and financial statement presentation for firms straddling payment and store-of-value assets.

GIDEON POWELL, CHIEF EXECUTIVE – Cholla Petroleum: Bitcoin mining can underwrite large-scale energy capacity, unlocking infrastructure for AI and other industries.

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(04:03:45–04:06:15) “The valuable and rare commodity is access to power… both of these industries monetize that better than anything else out there.” Powell described using Bitcoin mining as a bridge investment to fund gigawatt-scale energy facilities, later leveraged for AI/HPC data centers. Early mining deployment monetizes stranded or underutilized capacity, creating a financing path to permanent industrial loads.

■ Bitcoin mining & AI share high power demand; colocating reduces cost risk
■ Initial mining activity accelerates power build-out timelines
■ Example: 1GW facility near Dallas started for mining, now expanding into data centers
■ Energy access framed as the key competitive moat in both industries

✅ @DARecaps: Moderate Relevancy
While not directly about accounting rules, energy-as-a-service models for mining could change cost allocation, depreciation schedules, and impairment testing for facilities partially or wholly funded via Bitcoin mining revenues. Controllers may also need to handle revenue segmentation between mining and secondary industrial customers, plus navigate derivative exposure if BTC is held during the transition period.

JD VANCE – Vice President of the United States: Bitcoin belongs in U.S. strategic competition planning alongside AI.

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(01:09:23–01:11:03) Vance framed Bitcoin as part of the “strategic context for the future of technology and human freedom,” comparing its policy trajectory to AI’s. He linked Bitcoin sovereignty to resisting “digital serfdom” and hinted at regulatory shifts via repeated jabs at Gary Gensler. “It’s all happening in the context of a U.S.-China competition… over values”.

■ Bitcoin & AI framed as dual policy frontiers
■ Emphasis on sovereignty vs. platform-controlled systems
■ Regulatory leadership tied to global competitiveness
■ Political commitment signaled through high-profile endorsements

✅ @DARecaps: Moderate Relevancy
While not technical accounting guidance, Vance’s framing could foreshadow regulatory adjustments that impact reporting standards, custody frameworks, and treatment of digital assets in cross-border operations

ERIC ADAMS – Mayor of New York City: NYC to pursue repeal of BitLicense and explore Bitcoin-backed municipal bonds.

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(01:35:53–01:38:18) “When I became mayor… invested my first three paychecks in Bitcoin, they laughed at me. Well, who’s laughing now?” Adams pledged to remove the state’s restrictive BitLicense and study a “Bit Bond” that could lower interest costs without exposing the city to BTC price risk.

■ BitLicense repeal aimed at lowering compliance barriers for startups
■ Bit Bonds could cut interest costs by up to ~2%
■ Potential model for other cities/states’ Bitcoin integration
■ Framed as bipartisan, innovation-friendly policy

✅ @DARecaps: High Relevancy
Repeal of the BitLicense would immediately affect accounting teams in NY-based crypto firms by reducing compliance costs and broadening service capabilities. A Bit Bond structure may require novel municipal debt disclosures and risk assessments for indirect BTC exposure.

MILES SUTER – Cash App, Bitcoin Product Lead: Focus on Lightning integration, self-custody tools, and global payment access.

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(01:47:15–01:49:02) Suter emphasized Lightning Network adoption and reducing custodial friction, noting gaps where even licensed platforms can’t enable withdrawals. “It’s clearly better for the user” but blocked by legacy rules.

■ Advocated for Lightning payment accessibility in NY
■ Critiqued partial custody access under current regulation
■ Positioned self-custody as key to resilience
■ Pushed for open payment rails over walled-garden apps

✅ @DARecaps: Moderate Relevancy
Lightning integration could reduce transaction costs and settlement delays, but may also create reconciliation challenges in high-volume environments. Accounting systems will need updates for instant, off-chain microtransactions.

JP RICHARDSON – Exodus, CEO: User trust comes from transparency, not custodial lock-in.

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(01:52:00–01:53:15) Richardson argued that wallet adoption depends on “don’t trust, verify” principles. He linked product stickiness to transparency in fee structures, code, and asset handling.

■ “Don’t trust, verify” as core wallet value proposition
■ Open-source & proof-of-reserves cited as competitive edge
■ Custodial restrictions seen as user-retention risk
■ Compliance frameworks must coexist with user autonomy

✅ @DARecaps: Low Relevancy
No direct accounting implications, but broader proof-of-reserve adoption could lead to standardized attestation formats impacting audit scope.

ARTHUR HAYES – BitMEX, Co-founder: $9T in liquidity could push Bitcoin toward $1M by 2028.

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(02:49:27–02:50:46) Hayes detailed a scenario combining QE, bank credit, and Treasury policy to inject ~$9T by 2028—double the COVID stimulus. “Bitcoin $1 million is just easy” if ETFs drain exchange supply while liquidity surges.

■ $3T projected bank credit growth
■ $900B foreign Treasury demand shortfall filled by banks
■ $5T mortgage liquidity release potential
■ ETF accumulation shrinking exchange float

✅ @DARecaps: Low Relevancy
Thesis is market-price centric; indirect accounting effects could include volatility in BTC-denominated revenue/asset valuations, impacting impairment testing.

ARTHUR HAYES – BitMEX, Co-founder: $9T in liquidity could push Bitcoin toward $1M by 2028.

✅ @DARecaps: Low Relevancy
Thesis is market-price centric; indirect accounting effects could include volatility in BTC-denominated revenue/asset valuations, impacting impairment testing.

ADAM BACK – Blockstream, CEO: Hydro and stranded energy keep mining viable post-halving.

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(03:21:40–03:23:05) “We’re still profitable post-halving… if you’ve got cheap hydro, you’re good.” Back highlighted geographic arbitrage for mining economics, stressing renewable integration and the role of block subsidies in bootstrapping rural power projects.

■ Cheap hydroelectric keeps cost/kWh under profitability threshold
■ Stranded energy monetization as rural development tool
■ Block subsidy decay demands secondary revenue sources
■ Emphasis on energy/Bitcoin synergy in infrastructure buildout

✅ @DARecaps: Moderate Relevancy
For firms holding mining assets, post-halving cost structures may require impairment reassessment and asset retirement obligation review. Renewable PPAs could introduce embedded derivatives requiring valuation.

DAN TAPIERO – 10T Holdings, Founder: Institutional capital rotation into Bitcoin parallels gold’s monetization.

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(03:31:12–03:33:00) “This is gold in the ’70s—except now it’s global and instant.” Tapiero forecasted multi-trillion inflows from pension funds and sovereign wealth, framing Bitcoin as a “hard asset hedge” in an inflationary world.

■ BTC vs. gold allocation trends among institutions
■ SWF/pension allocation potential in low single digits = trillions
■ Inflation hedge narrative drives policy acceptance
■ Market infrastructure maturing for scale entry

✅ @DARecaps: Low Relevancy
Accounting effects hinge on actual adoption; could lead to increased treasury BTC holdings, affecting fair value vs. cost model debates and volatility disclosures.

DAN MOREHEAD – Pantera Capital, CEO: Crypto’s four-year cycles are giving way to macro-driven liquidity patterns.

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(03:45:52–03:48:15) “It’s less about halving now… macro liquidity dominates.” Morehead urged shifting allocation models to weight Bitcoin alongside equities, bonds, and real estate as an institutional asset class.

■ BTC correlations with risk assets tightening
■ Liquidity cycles overtaking halving as price driver
■ Recommended institutional portfolio weighting
■ Sees regulatory clarity as final unlock for pensions

✅ @DARecaps: Low Relevancy
Portfolio strategy focus; minimal direct accounting change unless pension/insurance firms adopt BTC, triggering fair-value measurement policy shifts.

SAIFEDEAN AMMOUS – Economist & Author: Sound money drives lower time preference, enabling capital accumulation and progress.

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(04:02:10–04:04:00) “If you fix the money, you fix the world.” Ammous argued that Bitcoin’s fixed supply creates economic incentives for long-term investment and savings, contrasting with fiat-driven consumption cycles.

■ Low time preference = long-term capital formation
■ Fiat inflation = capital consumption & malinvestment
■ Bitcoin adoption as civilizational reset mechanism
■ No central authority control over supply

✅ @DARecaps: Low Relevancy
Conceptual framing, not operational. Indirectly could influence treasury policy debates on BTC as a reserve asset.

ELIZABETH STARK – Lightning Labs, CEO: The Lightning Network is evolving into a global economic operating system.

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(04:09:48–04:12:15) “We’re not just talking payments—we’re talking streaming money, machine-to-machine transactions.” Stark positioned Lightning as infrastructure for both consumer micropayments and automated B2B settlement, citing recent dev tools and protocol updates.

■ LN enabling sub-cent transaction viability
■ New dev tools for embedded payment flows
■ Use cases: IoT, API billing, streaming wages
■ Open network design supports interoperability

✅ @DARecaps: High Relevancy
Micropayment adoption at scale could force redesign of revenue recognition, AR/AP processes, and ERP integration for high-volume, low-value transactions. Audit procedures may require sampling methodologies for microtransactions and cryptographic settlement proofs.

HESTER PEIRCE – U.S. SEC Commissioner: Disclosure, not prescription, should guide corporate Bitcoin holdings.

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(00:45:14–00:47:43) “My job is to make sure…public companies…are disclosing to investors what they’re doing.” Peirce stressed that regulators should remain agnostic on treasury composition, provided risks are fully disclosed.

■ SEC focus: accurate, timely disclosure, not asset restriction
■ Corporate Bitcoin adoption framed as governance choice
■ Fold cited as example—1,480 BTC on balance sheet
■ Market forces, not agency mandates, should shape adoption

✅ @DARecaps: High Relevancy
High relevance for public filers holding BTC; reinforces need for rigorous MD&A risk disclosure, fair value reporting policies, and audit controls for digital asset custody.

MAYER MIZRACHI – Mayor of Panama City: Local adoption is outpacing government action—don’t legislate too soon.

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(03:30:44–03:33:24) “Don’t touch it…let it operate…then decide what it needs.” Mizrachi described a $5B annual BTC transaction volume in Panama, with major banks piloting BTC accounts convertible to USD.

■ 70% of GDP concentrated in Panama City
■ Tower Bank offering BTC PoS services
■ Second-largest national bank opening BTC accounts
■ Warned against preemptive restrictive laws

✅ @DARecaps: Moderate Relevancy
Municipal-level initiatives could influence accounting for public-sector entities, banking integration, and cross-border settlement classification.

MAX KEISER – El Salvador Bitcoin Office: Political capital is now tied to Bitcoin’s global narrative.

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Keiser lauded advocacy efforts that secured Ross Ulbricht’s release, framing it as symbolic of Bitcoin’s ethos. Connected El Salvador’s policy credibility to moral leadership on human rights

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■ Advocacy intersecting with national Bitcoin policy
■ Soft power via moral positioning
■ Narrative-building as geopolitical leverage
■ Civil liberties aligned with decentralization ethos

✅ @DARecaps: Low Relevancy
Primarily reputational; minimal immediate accounting impact unless tied to state-backed BTC projects.

JOHN PERKINS – Author & Speaker: Holding Bitcoin reframed as resisting zero-sum trader dynamics.

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(06:06:35–06:09:00) “Would it be just as simple as working hard and saving it and never selling?” Perkins tied the hodl ethos to avoiding market timing traps and trusting Bitcoin’s scarcity.

■ Origin story of “hodl” meme
■ Zero-sum dynamics between holders and traders
■ Simplicity over speculative complexity
■ Scarcity as discipline mechanism

✅ @DARecaps: Low Relevancy
Cultural framing; no direct accounting changes but may influence treasury management philosophies.

JACK MALLERS – Strike, CEO: Bitcoin/Lightning as global payment interoperability layer.

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Mallers detailed Strike’s strategy to route fiat payments over Lightning, enabling merchants to receive local currency while users spend BTC.

■ Cross-border payment settlement in seconds
■ FX handled in-app, user invisible
■ Low-cost remittance corridors expanding
■ Merchant onboarding without BTC volatility exposure

✅ @DARecaps: High Relevancy

Potential to reshape AR/AP cycles and merchant settlement accounting, especially for multinational entities handling BTC-originated but fiat-settled sales.

ERIC SEMLER – Semler Scientific, CEO: Volatility is an asset, not a liability, for Bitcoin treasuries.

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(04:04:42–04:08:32) “Bitcoin is at least a 10x from here… probably a lot more than that.” Semler described adopting BTC to revive a slow-growth, cash-heavy business, following Michael Saylor’s playbook. He argued that endogenous Bitcoin volatility can be harnessed to raise capital at market or even premium valuations.

■ Former “zombie” company shifted idle cash to BTC
■ Fourth-largest U.S. corporate BTC treasury
■ Volatility engine drives efficient capital raises
■ Sees BTC as “digital gold” with long-term upside

✅ @DARecaps: High Relevancy
Relevance is high—illustrates how volatility-aware treasury policies might alter equity issuance strategy, risk disclosures, and fair value measurement under GAAP/IFRS.

WILL REEVES – Fold, CEO: Long-term customer alignment buffers Bitcoin volatility.

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(06:56:35–06:59:12) “We’ve grown through every bear market.” Reeves said Fold’s BTC rewards users increase stacking during downturns, enabling steady treasury accumulation.

■ BTC stacking increases in bear markets
■ Treasury strategy built on loyalty flywheel
■ Targeting 1–5M new Japanese BTC users
■ Sees global corporate BTC adoption as early-stage

✅ @DARecaps: Moderate Relevancy
Moderate—operational resilience in downcycles could inform accounting for loyalty program liabilities and treasury risk management.

SIMON GEROVICH – Public BTC Treasury Advocate: Liquidity and volatility are keys to capital efficiency.

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(06:57:37–07:00:11) Gerovich emphasized building sufficient stock liquidity and options activity to support creative financing like convertibles.

■ 125% stock volatility cited as financing advantage
■ Successful oversubscribed convertible raise
■ Small-cap BTC treasuries face liquidity challenges
■ Volatility viewed as necessary for market access

✅ @DARecaps: High Relevancy
High—treasury and capital market strategy may directly impact accounting for derivative instruments, EPS dilution modeling, and fair value measurement.

MICHAEL SAYLOR – MicroStrategy, Executive Chairman: 800K+ BTC on corporate balance sheets signals tipping point.

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(05:30:17–05:32:01) Discussion noted MSTR’s 580K BTC and broader corporate totals hitting 800K, with blue-chip entrants accelerating buys.

■ Corporate BTC balances growing rapidly
■ Meta, Google cited as potential next movers
■ Ice cube analogy for idle cash vs. BTC hedge
■ Early adopters shaping market perception

✅ @DARecaps: High Relevancy
High—signals possible reclassification of corporate treasuries and broader audit/tax treatment changes if adoption spreads to mega-caps.

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