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G’day Bitcoiner,

Here’s the week in Bitcoin treasuries.

🎮 GameStop’s Next Big Play: Bitcoin? ₿

🇺🇸💰 25+ U.S. States Push for Strategic Bitcoin Reserves ₿📈

🇯🇵💴 Metaplanet Issues ¥4B Bond to Buy Bitcoin ₿🔥

Bitcoin’s $95K-$105K Three Months Chop Zone Feels Ready for a Breakout! 💼

🔥 GameStop’s Next Big Play: Bitcoin? 🚀

GameStop shares jumped 9.6% after CEO Ryan Cohen was spotted with MicroStrategy’s Michael Saylor—the biggest corporate Bitcoin investor. Could this be the start of GameStop’s Bitcoin era? 👀

💸 The Problem with Cash
Cash melts in an inflationary world. 📉 Over the last decade:
🔹 The U.S. dollar lost 25% of its purchasing power
🔹 GameStop’s $4.6B cash reserves shrink every year

Bitcoin is scarce, deflationary, and a fortress against fiat erosion.

⚡ Why Bitcoin?
Bitcoin is the best-performing asset of the decade:
🔹 10-year CAGR of ~140%
🔹 Immune to fiat devaluation
🔹 Institutional adoption is accelerating

💥 Volatility = Vitality
GameStop’s short squeeze proved volatility fuels engagement. Bitcoin’s volatility isn’t chaos—it’s a growth engine:
🔹 Higher options volume = new revenue streams
🔹 Increased investor interest = more liquidity

🏦 How GameStop Could Win
MicroStrategy raised $22B for Bitcoin without major dilution. GameStop could leverage its cash and strategic capital to do the same.

🎮 The Perfect Fit
GameStop’s Meme Army and Bitcoin’s ethos align:
✅ Loyal shareholders ready for bold moves
✅ FASB rules make adoption easier
✅ Potential pivot to a Bitcoin Consumer Bank

GameStop disrupted Wall Street once—Bitcoin could be their next power move.

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Read the Offering information carefully before investing. It contains details of the issuer’s business, risks, charges, expenses, and other information, which should be considered before investing. Obtain a Form C and Offering Memorandum at https://wefunder.com/lookyloo

🔥 More Than Half U.S. States Push for Strategic Reserves! 🚀

The Bitcoin revolution is spreading so fast across the U.S. that it's hard to keep count—25+ states (at least... probably more by the time you read this!) are pushing for Bitcoin reserves! 🚀🇺🇸

💰 North Carolina Joins the Movement
Lawmakers in North Carolina have introduced House Bill 92, allowing the state treasurer to invest up to 10% of public funds into Bitcoin and other digital assets.

Sponsored by Reps. Destin Hall, Mark Brody, and Steve Ross, the bill:
✅ Requires assets to have a $750B+ market cap (Bitcoin qualifies, Ethereum doesn’t)
✅ Mandates investments through regulated exchange-traded products (ETPs)
✅ Covers funds from the General Fund, Highway Fund, and 24 special state funds
✅ Requires third-party investment managers to have $100M+ in assets under management

🔥 Montana, Florida, & More Pushing Bitcoin Bills
Montana’s House Bill 429 seeks to allocate $50M from state funds into Bitcoin, precious metals, and stablecoins, held via qualified custodians or ETFs.

Florida lawmakers, including Rep. Webster Barnaby and Sen. Joe Gruters, are pushing for a 10% Bitcoin reserve within public funds, positioning BTC as a hedge against inflation.

📉 Why Politicians Are Turning to Bitcoin
As inflation erodes public funds, lawmakers are turning to Bitcoin as a financial fortress. Rep. Barnaby’s bill states:

🏛️ The Growing List of Pro-Bitcoin States
Alongside North Carolina, Florida, and Montana, new Bitcoin legislation has surfaced in:
🔹 Kentucky (HB 376) – 10% of excess state funds into Bitcoin, CBDC ban
🔹 Maryland (HB 1389) – Bitcoin Reserve Fund, funded by gambling violation penalties
🔹 Iowa (HF 246) – 5% allocation in Bitcoin, stablecoins, and precious metals

VanEck’s Matthew Sigel predicts that the 20+ U.S. state Bitcoin reserve bills could drive demand for over 242,787 BTC!

With momentum building fast, will Bitcoin reserves soon become standard policy across the U.S.? 👀

This isn’t traditional business news

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🚀 Metaplanet Issues ¥4B Bond To Buy Bitcoin 🚀

Metaplanet Inc., Asia’s largest publicly traded Bitcoin Treasury company, is making big moves—stacking BTC at record speed, turning its first profit in years, and rolling out an aggressive Bitcoin-first growth strategy.

🔥 From Struggling to Soaring—Bitcoin is the Catalyst 🔥
✅ 1,762 BTC in holdings and climbing 📈
✅ Revenue up 306% YoY to ¥1,062M 💰
✅ Total assets surged 1,720% to ¥30,325M 🚀
✅ First operating profit since 2017
✅ Massive ¥6.3B pre-tax net income, driven by ¥5.4B in Bitcoin gains

💰 Metaplanet Just Issued a ¥4B Bond—Guess What It’s Buying?
Bitcoin. Only Bitcoin.

The company has announced a ¥4B ($27M) 0% interest bond, mirroring MicroStrategy’s playbook—leveraging debt to stack more BTC while fiat continues to bleed value.

⚡ Bitcoin-Powered Financial Strategy = Explosive Growth
Since adopting a Bitcoin Treasury Strategy in April 2024, Metaplanet has:
✅ Built a fortress balance sheet with BTC reserves
✅ Launched a Bitcoin Income Strategy, profiting from BTC’s volatility without selling
✅ Maximized BTC per share (BTC Yield) for investors

🔥 The 21 Million Plan—Aiming for 21,000 BTC
Metaplanet is going all-in on Bitcoin accumulation with a bold capital-raising strategy:
🔹 Issuing 21M moving strike warrants at 0% discount
🔹 Raising ¥116.65B solely for Bitcoin purchases
🔹 Targeting 10,000 BTC by EOY 2025
🔹 Aiming for 21,000 BTC by 2026

🚀 What’s Next for 2025?
📊 Revenue Forecast: ¥3,400M
💰 Operating Profit: ¥2,500M
⚡ BTC Yield Target: 35% per quarter

Short ₿its 🌟

💡 Saylor’s Strategy Makes First Bitcoin Buy Under New Name ₿🚀

Fresh off its rebrand from MicroStrategy to Strategy, the company snapped up 7,633 BTC between Feb. 3-9 at an average price of $97,255 per Bitcoin.

This latest buy brings Strategy’s total holdings to 478,740 BTC, reaffirming its commitment to a Bitcoin-first corporate treasury strategy. 🔥📈

🇯🇴 Jordan Moves to Regulate Digital Assets & Global Trading Platforms 🔥📜

Jordan’s government has greenlit a plan to establish a comprehensive digital asset regulatory framework within a year, aligning with global standards.

Chaired by Prime Minister Jafar Hassan, the initiative aims to foster a thriving digital economy and bring clarity to crypto and global trading platforms. 🚀💱

🎓 University of Austin Adds Bitcoin to Its Portfolio ₿🏛️

The University of Austin has invested in Bitcoin as a long-term asset, with CIO Chun Lai citing its reputation as "digital gold" and a hedge against being left behind.

This follows Emory University’s recent $15M Bitcoin ETF investment, marking a growing trend of institutions embracing Bitcoin alongside traditional assets like stocks and real estate. 🚀📈

🔥 KULR Adds Another 100 BTC, Total Holdings Hit 610! ₿💰

KULR Technology Group has scooped up 100 more Bitcoin for $10.4 million, bringing its total holdings to 610 BTC—now worth nearly $60 million.

The company is doubling down on its Bitcoin treasury strategy, committing up to 90% of surplus cash to BTC, and achieving a Bitcoin yield YTD of 167% 🚀📈

🎮 Japanese Game Studio Gumi Buys $6.6M in Bitcoin 🇯🇵₿

Tokyo-listed Gumi Inc. has approved a 1 billion yen ($6.6M) Bitcoin purchase to strengthen its blockchain staking and node operation business.

The company will also become Japan’s first publicly listed firm to validate Bitcoin staking on Babylon, aiming to generate revenue through staking rewards and BTC price appreciation. Following the news, Gumi’s stock jumped 3.6%, signalling growing market confidence in its Bitcoin strategy. 🚀🎮

Tweet of The Week

Podcast of The Week

🎙️ Cory Klippsten & Saifedean Ammous Talk Bitcoin Treasuries ₿💡

In this conversation, Swan Bitcoin founder Cory Klippsten joins Saifedean Ammous, author of The Bitcoin Standard, to share his latest insights on Bitcoin treasuries and how businesses & institutions are embracing BTC as a strategic reserve asset. Tune in for expert takes on why Bitcoin is reshaping corporate finance. 🚀📈

Other newsletters we’re reading 📬✨

• The Racket 🎾 - Explore the unseen connections behind world affairs, politics, disaster and more (Link)

• Letter of Intent 📄 - Your daily read to get ahead. Join top bankers, lawyers, investors and other professionals (Link)

• Crypto Is Easy 🔒 - Get a unique perspective on bitcoin and altcoins from a top crypto analyst. (Link)

• HODL Report 🚀 (Link)

If you have questions about how Bitcoin could help you or your business, please don’t hesitate to reach out for a free 30-minute consultation 🕒. We're here to help you navigate the future of Bitcoin 💡

Thanks for reading! We hope you’ve enjoyed this week’s edition and look forward to seeing you next week! 👋

Daniel 

for Bitcoin on Balance

32 York Street, Sydney NSW 2000, Australia

https://www.bitcoinonbalance.com/