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  • 🟧 Strategy & Metaplanet Back on the Bitcoin Offensive Amid Global Uncertainty, 🇺🇸 Trump Advisor: U.S. Could Build Strategic Bitcoin Reserve With Tariff Revenue, 🇺🇸 Can "BitBonds" Help Refinance $14 Trillion in U.S. Debt? VanEck Thinks So

🟧 Strategy & Metaplanet Back on the Bitcoin Offensive Amid Global Uncertainty, 🇺🇸 Trump Advisor: U.S. Could Build Strategic Bitcoin Reserve With Tariff Revenue, 🇺🇸 Can "BitBonds" Help Refinance $14 Trillion in U.S. Debt? VanEck Thinks So

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*The Deloitte rankings are based on submitted applications and public company database research.

G’day Bitcoiner,

Here’s the week in Bitcoin treasuries.

🟧 Strategy & Metaplanet Back on the Bitcoin Offensive Amid Global Uncertainty

🇺🇸 Trump Advisor: U.S. Could Build Strategic Bitcoin Reserve With Tariff Revenue

🇺🇸 Can "BitBonds" Help Refinance $14 Trillion in U.S. Debt? VanEck Thinks So

🇧🇷 Meliuz Soars as It Proposes Bitcoin as Core Treasury Asset

🟧 Strategy & Metaplanet Back on the Bitcoin Offensive Amid Global Uncertainty

Two of the world’s boldest corporate Bitcoin buyers are back on the move.

Michael Saylor’s Strategy and Tokyo-listed Metaplanet just reignited their BTC buying sprees—signaling unwavering confidence in Bitcoin as global markets face renewed volatility and trade tensions.

Strategy, the digital asset giant helmed by Saylor, acquired 3,459 BTC for $285.5 million at an average price of $82,618 per coin. This latest stack brings Strategy’s total holdings to a jaw-dropping 531,644 BTC, worth over $35.9 billion - with an average cost basis of $67,556 and an estimated $9.1B in unrealized profit.

It’s the first time Strategy has stacked since its $1.9B buy at the end of March - and it comes despite risk assets cooling off in response to U.S. trade policies. Yet again, Strategy’s message is loud and clear: Bitcoin is the treasury reserve asset of the future.

Meanwhile in Japan, Metaplanet, often called "Asia's MicroStrategy," isn't sitting idle either.

The Tokyo-based firm just added 319 BTC worth ¥3.78B ($26.3M) to its balance sheet, paying an average of ¥12,849,780 ($82,549) per coin. With total holdings now at 4,525 BTC, Metaplanet has publicly committed to a +470% increase, targeting 10,000 BTC by the end of 2025.

Both moves come as traditional markets wrestle with uncertainty triggered by U.S. President Donald Trump’s latest tariff announcements. The sudden pivot to a 90-day pause on higher reciprocal tariffs has rattled investor confidence - especially with China still facing a punishing 145% import tariff.

But while others hesitate, Strategy and Metaplanet are stepping on the gas.

🇺🇸 Trump Advisor: U.S. Could Build Strategic Bitcoin Reserve With Tariff Revenue

In a bombshell interview with Anthony Pompliano, Bo Hines, Executive Director of President Trump’s Council of Advisers for Digital Assets, revealed that the U.S. could fund a massive Bitcoin reserve using tariff revenue - without costing taxpayers a dime.

🎯 “We want as much as we can get,” said Hines, adding that all options are on the table to build a strategic BTC stockpile. One standout proposal: use global tariff revenue - expected to boost GDP by $728B - to buy Bitcoin in a budget-neutral way.

🚨 This marks the most detailed public statement yet on the Trump administration’s digital asset strategy, with talk of interagency coordination, legislative backing, and aggressive BTC acquisition.

📜 Hines also voiced support for Senator Lummis’ BITCOIN Act of 2025, which proposes that the U.S. acquire 200,000 BTC per year for 5 years to build a 1 million BTC national reserve.

💡 Another idea? Revalue Treasury’s old gold certificates - currently listed at $43/oz - to reflect today’s market price ($3,100/oz) and use the revaluation surplus to fund BTC buys.

🧠 “We have, as the President likes to say, ‘many high IQ people’ working on these solutions,” Hines noted.

🇺🇸 Can "BitBonds" Help Refinance $14 Trillion in U.S. Debt? VanEck Thinks So

VanEck’s head of research, Matthew Sigel, just dropped a bold proposal at the Strategic Bitcoin Reserve Summit: "BitBonds" - a new class of U.S. Treasury bonds partially backed by Bitcoin.

The concept? A 10-year bond made up of 90% traditional debt and 10% BTC exposure. Sigel argues these BitBonds could help the U.S. refinance $14 trillion in maturing debt, even if Bitcoin were to “go to zero.” With interest rates still high, the Treasury needs to attract buyers - and Bitcoin may be the key to reinvigorating demand.

💡 Here’s how it works:

  • Investors get a $90 return on every $100 bond, plus any upside from Bitcoin, capped at a 4.5% yield.

  • If Bitcoin outperforms? The bondholder and government split the excess gains 50/50.

  • If Bitcoin crashes? The government still saves money compared to issuing standard 4% bonds.

Sigel’s pitch follows a similar one by the Bitcoin Policy Institute, which estimated potential savings of up to $70B annually if the U.S. adopted crypto-enhanced debt instruments.

In a world where inflation protection is top of mind, Bitcoin-backed bonds could be the next leap in sovereign finance - and under a Trump administration warming up to Bitcoin, the timing may be perfect.

Short ₿its 🌟

🇭🇰 HK Asia Holdings Adds 10 More BTC as Fiat Hedge
The Hong Kong-listed firm now holds 18.88 BTC, doubling down on Bitcoin as a strategic hedge against fiat depreciation—all funded from internal reserves.

🇬🇧 The Smarter Web Company’s IPO Opens to UK Retail and a Bitcoin Treasury Strategy
Retail investors can get in early as the digital firm lists on April 25, raising £2M and committing to a Bitcoin treasury strategy as part of its long-term play.

🇧🇷 Meliuz Soars as It Proposes Bitcoin as Core Treasury Asset
Brazilian fintech Meliuz plans to make Bitcoin its primary strategic reserve, taking the proposal to shareholders on May 6.

The company says operational cash flow will fund BTC accumulation and create long-term value for shareholders. Investors are already reacting—shares are up 27% in five days.

🇺🇸 🇸🇻 Trump Meets Bukele, But Bitcoin Left Off the Agenda
Despite both presidents being outspoken Bitcoin backers, it didn’t make the cut - at least officially - in their Oval Office meeting. Immigration and trade tariffs dominated the discussion, leaving the Bitcoin community speculating on whether Bitcoin may have been discussed off the record.

Oklahoma Kills State Bitcoin Reserve Bill in 6–5 Vote
Despite early momentum, the Strategic Bitcoin Reserve Act failed in committee, halting the state’s bid to join the growing list of U.S. states exploring Bitcoin-backed treasuries.

Tweet of The Week

Podcast of The Week

🇺🇸 Inside the White House: Bo Hines Talks Bitcoin, Stablecoins & Strategy


In an exclusive sit-down at the White House, Bo Hines, Executive Director of the Presidential Council of Advisers on Digital Assets, breaks down the Trump administration’s vision for a U.S. Bitcoin strategic reserve, stablecoin policy, regulation, and more.

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