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This tech company grew 32,481%...

No, it's not Nvidia... It's Mode Mobile, 2023’s fastest-growing software company according to Deloitte.

Just as Uber turned vehicles into income-generating assets, Mode is turning smartphones into an easy passive income source, already helping 45M+ users earn $325M+ through simple, everyday use.

They’ve just been granted their stock ticker by the Nasdaq, and you can still invest in their pre-IPO offering at just $0.26/share.

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*Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
*The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.
*Please read the offering circular and related risks at invest.modemobile.com.

G’day Bitcoiner,

Here’s the week in Bitcoin treasuries.

🚨 The Global Race for Bitcoin Reserves is ON!

🚀 Ohio’s Bold Bitcoin Play: The First State-Backed Bitcoin Payments System?

🔥Bitcoin: The Best Hedge in the Trump Tariff War

🟠MicroStrategy Rebrands to “Strategy₿” – Q4 Earnings Update

🚀 Bitcoin Chopping Around The $95,000 to $105k USD Range

🚨 The Global Race for Bitcoin Reserves is ON!

The U.S. is making major moves in Bitcoin adoption, but will it be first to act? 🏆💰

President Trump just signed an executive order to establish a U.S. sovereign wealth fund (SWF)—and it could include Bitcoin from the beginnning!

🚀 Leading the charge? Howard Lutnick & Scott Bessant, two of the most Bitcoin-friendly officials in the administration.

🌍 The Bitcoin Reserve Arms Race

The U.S. isn’t alone. Governments worldwide are gearing up to hold Bitcoin in their treasuries, following the lead of El Salvador & Bhutan 🇸🇻🐉.

Each is at various stages of implementing a Bitcoin Strategic Reserve—but could a U.S. state beat them all to it?

🏛️ The State-Level Bitcoin Revolution

No fewer than 15 U.S states are at various stages of introducing and passing Bitcoin Strategic Reserve bills, but South Dakota could be first across the finish line. ⏳

Rep. Logan Manhart says:
🗣️ “It is likely South Dakota will be the first state in the nation to pass a Bitcoin reserve bill.”

With one of the shortest legislative sessions in the country, South Dakota could secure its place in history as the first U.S. state to officially hold Bitcoin. 🇺🇸⚡

💥 The Future of Bitcoin in Institutional Finance

Trump’s new “crypto czar,” David Sacks, says creating a Bitcoin Reserve is “one of the first things” on his agenda. 💼 The momentum is building!

👉 Will the U.S. embrace Bitcoin as a national strategic asset? Will a state like South Dakota move even faster? The next 90 days could be game-changing.

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🚀 MicroStrategy Rebrands to “Strategy₿” – Q4 Earnings Update 🟠

On Feb. 5, MicroStrategy officially became Strategy—complete with a sleek new logo featuring a stylized “B” to highlight its status as the world’s largest corporate holder of Bitcoin. 🏦💰

But that’s not all…

💸 Big Losses, Bigger Bitcoin Bets:
Despite reporting a $670.8M loss for Q4 2024 (😬), driven by a $1.01B impairment on its BTC holdings, Strategy is going all in on Bitcoin.

In fact, they made their largest-ever purchase, snagging 218,887 BTC for $20.5B in Q4 alone. 🐋🔥

⚡ What’s Changing in 2025? Fair Value Now in Play!
No more massive impairment hits! Thanks to new fair-value accounting rules (FASB), Strategy will now reflect Bitcoin’s real market value in its earnings 📊✨

Starting Q1 2025, Strategy adopts FASB’s Fair Value Accounting. No more impairment headaches—BTC’s market value will be reflected in earnings every quarter. ✅

$12.745B adjustment to retained earnings as of Jan 1, 2025 🔥

🚨 Key Highlights:

• 📈 471,107 BTC in treasury (~$46B!)

• 🆕 Strike (STRK) convertible preferred stock launched on Nasdaq

• 🎯 2025 Goals: $10B BTC gain & 15% BTC yield (currently at $1.24B & 2.9%)

• 💵 Used $17B of $21B ATM equity program so far

Despite the red ink, Strategy’s Bitcoin conviction is unshakable.

🚀 Ohio’s Bold Bitcoin Play: The First State-Backed Bitcoin Payments System?

Ohio is making serious moves in the Bitcoin space, and this isn’t just another Bitcoin reserve bill.

Senator Sandra O’Brien has introduced Senate Bill 57, a proposal that would do more than just allow the state treasurer to hold Bitcoin—it would turn Bitcoin into a functional financial tool for the state! 🏛️⚡

💰 A State Bitcoin Reserve + Bitcoin Payments System

What sets Ohio SB 57 apart? It’s not just about holding BTC—it’s about using it. Unlike other proposals, Ohio’s bill mandates that state agencies accept Bitcoin for:

✅ Taxes 🏦
✅ Fees 💳
✅ Fines 🚔
✅ Other government charges ⚖️

But here’s the kicker: Every BTC payment received will be transferred to the Ohio Bitcoin Reserve Fund. 

This means Ohio won’t just collect BTC—it will actively accumulate and hold it in the state’s treasury! 📈🔥

🤝 Donate Bitcoin to the State?

In another unique twist, SB 57 allows Ohio residents, state agencies, and universities to donate Bitcoin directly to the reserve fund. 

🎁⚡ To encourage participation, the treasurer’s office will even establish a recognition program for significant BTC donors. 🏅

🚨 Is Ohio About to Set the Standard?

If passed, this bill would make Ohio one of the most Bitcoin-forward states in the U.S. 

It would combine a Bitcoin reserve strategy with real-world BTC usage, reinforcing the growing trend of Bitcoin as a strategic treasury asset. 💎🙌

Crypto Order Sparks National Digital Asset Focus

A newly signed executive order aims to build a national digital asset stockpile, highlighting the strategic potential of blockchain. DeFi Technologies Inc. (US: DEFTF & CAD: DEFI.NE) stands at the forefront by offering regulated exchange traded products that simplify digital asset access. As the U.S. takes strides in crypto policy, discover how DeFi’s approach may align with this emerging infrastructure.

Explore Crypto’s Next Chapter

🚀 Bitcoin: The Best Hedge in the Trump Tariff War

Nikolaus Hoffman (@Bitcoin Magazine) just dropped a 🔥 piece on why Bitcoin remains the safest asset you can own today, despite mainstream media trying to spin the narrative.

📰 The Media’s Latest Attack on Bitcoin

The Wall Street Journal (WSJ) is at it again—this time claiming that Bitcoin’s recent price dip proves it’s just another risky asset. But as Hoffman points out, they’re missing the bigger picture.

🔹 Bitcoin is NOT a stock. It’s a decentralized, global financial network.
🔹 Volatility ≠ failure. Bitcoin is highly liquid and traded 24/7, so price swings are natural.
🔹 Long term, Bitcoin’s fundamentals remain stronger than ever.

🌎 Bitcoin Thrives in Global Uncertainty

Governments are printing money, manipulating currencies, and waging economic wars. Bitcoin remains the only asset that no government can control.

Even Larry Fink, CEO of BlackRock, gets it:

📈 Short-Term Price is Noise. Long-Term Bitcoin Wins.

Forget daily price swings. Bitcoin is the best-performing asset of the last 15 years for a reason:

✅ Hard money – No government can inflate it.
✅ Global mobility – Move wealth across borders, no permission needed.
✅ Financial sovereignty – No one can freeze or seize your Bitcoin.

🔑 Bottom Line? Bitcoin is Your Escape Hatch.

As the Trump tariff war escalates, Bitcoin remains the best hedge against financial uncertainty and state-controlled economic policies.

📖 Read Nikolaus Hoffman's full article in Bitcoin Magazine

Short ₿its 🌟

🚀 Bitdeer Boosts Bitcoin Treasury with 50 BTC Buy! 🟠
Bitdeer just stacked 50 more BTC, pushing its total holdings to 787 BTC (~$4.74M USD) 💰—a bold move that signals rising institutional confidence. With miners HODLing instead of selling, Bitcoin’s supply is tightening, setting the stage for bullish momentum. 📈🔥

🚨 Iowa Goes Bitcoin! 🟠
Iowa State Rep. Taylor Collins just introduced a bill to allow the state to invest public funds in Bitcoin—bringing BTC one step closer to the heart of government treasuries. 💼💰

🚀 Matador Technologies Boosts Bitcoin Stack! 🟠
Canadian blockchain firm Matador Technologies just added 3.46 BTC to its treasury, doubling down on its strategic bet in both Bitcoin and gold for a rock-solid financial future. 💰⚡🥇

🇨🇿 Czech Republic Remove Capital Gains Tax On Bitcoin 🚀
The President of the Czech Republic has signed a new law that exempts Bitcoin holders from capital gains tax if they HODL for over three years. 🟠💰 Another win for long-term Bitcoin believers—HODL and prosper! 📈🔥

🚨 Semler Scientific Adds 871 BTC for $88.5M! 🟠

Semler Scientific (SMLR) just scooped up 871 more BTC at an average price of $101,616 per coin, bringing their total stash to 3,192 BTC! 💰 Their Bitcoin bet is paying off with a 152.2% yield so far. 📈

🚨 Genius Group Boosts Bitcoin Treasury to 440 BTC! 🟠

Genius Group (NYSE: GNS) just added $2M more in Bitcoin, bringing their total to 440 BTC worth $46M—surpassing their $33.1M market cap! 🤯 That’s a BTC-to-market cap ratio of 139%, meaning every $100 of equity holds $139 in Bitcoin. 💸

Tweet of The Week

Podcast of The Week

🎙️ Ex Red Bull CEO, Selim Chidiac on Bitcoin, CEOs & Corporate Adoption 🚀

In a candid discussion, seasoned CEO Selim Chidiac shares his Bitcoin journey and the hurdles of bringing BTC to the C-suite.

🏢💡 He breaks down the challenges of educating executives, the rising impact of ETFs on adoption, and why intellectual curiosity is key to seeing Bitcoin as a long-term strategic asset. 🧠📈 Education = Adoption.

Other newsletters we’re reading 📬✨

• Bitcoin News Weekly 🍔 (Link)

• Sovreign 📄 (Link)

• ShortSqueez 🔒 (Link)

• HODL Report 🚀 (Link)

• The Margin Called 💡(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/