Gammon Capital · Floor Reference

BFC in NYC — Sponsor Board

June 26–27 · The Glasshouse, Hudson Yards. Co-hosted by BFC, Nakamoto & UTXO, presented by Metaplanet. Sorted by fit with the advisory + derivatives-overlay lane. Tap a flag to filter.

Template
Strategy (MSTR) — the original and largest BTC treasury (~740k BTC) and the architect of the STRC/STRF/STRK/STRD Digital Credit stack. Every capital-structure conversation orbits this playbook.
Host
BTC Inc / Bitcoin Magazine — the media-and-events layer behind BFC, now a Nakamoto subsidiary. The gatekeeper to the room, not a client.

Targets

Potential advisory / overlay clients and allocator-DD prospects.

OranjeBTCOBTC3.SAIndustryP1

Brazil's largest pure-play BTC treasury (~3,762 BTC), B3-listed — and the first public company to put STRC on its balance sheet.

AngleYou already run STRC. Let's talk overlay and downside risk on both the BTC and the preferred.

StriveASST / SATAExecutiveP1

Asset-manager BTC treasury (~19k BTC), runs the SATA preferred and allocated $50M to STRC. Merged with Semler Scientific.

AngleThe sharpest Digital-Credit peer in the room — best STRC and capital-structure conversation you'll have, client or not.

Capital BALTBGPremierP1

Europe's first BTC treasury company (formerly The Blockchain Group) — Alexandre Laizet's vehicle.

AngleWarm relationship. Advance the European post-premium / independent-overlay thesis.

UTXO ManagementPRIVATEPremierP1

BTC Inc's capital-allocation arm (210k Capital), seeds DATs globally and co-hosts the event.

AngleLead with the allocator-DD product — and they're the pipeline to every DAT they seed.

treasury°TREASURY B.V.ExecutiveP2

UTXO-seeded European (Amsterdam) BTC treasury company.

AngleFresh DAT in the Capital B / Laizet network — independent risk discipline from day one.

aifinyoEBENExecutiveP2

Germany's first pure-play DAT — a profitable fintech (~8,000 B2B clients) routing operating cash into BTC, 10k target by 2027.

AngleEarly scaler with real cash flow — overlay and risk framework as the stack grows.

DDC EnterpriseDDCExecutiveP2

Asian food/consumer company turned BTC treasury (~1,080 BTC, 10k target).

AngleOperating-company DAT facing real treasury and risk questions in the post-premium tape.

MéliuzCASH3ExecutiveP2

Brazilian cashback fintech, an early LatAm public company with a BTC treasury (~600+ BTC).

AngleMid-size holder, operating business attached — clean fit for independent advisory.

PreneticsPREExecutiveP2

Nasdaq-listed health/genomics company that added a BTC treasury (runs a live public BTC dashboard).

AngleNon-crypto-native operating DAT — exactly who needs outside treasury and overlay help.

Samara Asset GroupLISTED · EUExecutiveP2

European-listed investment company with BTC exposure plus a BTC-denominated bond.

AngleAllocator-adjacent — fits either advisory or the allocator-DD product.

MetaplanetTSE 3350PremierP3

Presenting partner; Asia's largest public BTC treasury, with Dylan LeClair on the team.

AngleWell-resourced and in-house — relationship play via LeClair, not a near-term overlay need.

FoldFLDExecutiveP3

Public Bitcoin-rewards / financial-services company that holds a BTC treasury.

AngleJust cleared its secured debt via a BTC sale — low near-term overlay demand.

PublicSquarePSQHExecutiveP3

Pro-America commerce-and-payments marketplace that adopted a BTC treasury initiative.

AngleSmall, ideologically-driven DAT — worth a hello, lower priority.

LQwDLQWD / LQWDFExecutiveP3

Canadian Lightning Network infrastructure company holding ~267 BTC as "productive network capital."

AngleTechnically a DAT but tiny and idiosyncratic — low priority.

Locate TechnologiesLOC.AXIndustryP3

Australian-listed micro-cap holding a small BTC treasury.

AngleMicro-cap DAT — lowest priority of the holders.

Watch

Incumbents and competitors — understand cold, don't pitch.

NakamotoNAKAExecutiveWatch

David Bailey's BTC treasury holding co (~4,467 BTC after debt-reduction sales); parent of BTC Inc/UTXO; runs the Kraken program. Your prior stalled engagement.

NoteRelationship to manage, not a cold re-pitch. They co-host the room.

Kraken InstitutionalPRIVATEExecutiveWatch

Institutional exchange, custody, and lending — and Nakamoto's incumbent derivatives/lending partner.

NoteThis is the incumbent program type you displace. Know their offering cold.

mNAV.comPRIVATEExecutiveWatch

DAT analytics / benchmarking and BFC's treasury-dashboard partner.

NoteCompetitor-adjacent to your DD line — better as a data source/relationship than a rival.

LMAX DigitalPRIVATEExecutiveWatch

Institutional-grade crypto spot and derivatives exchange.

NoteExecution venue / derivatives competitor — relevant for overlay execution.

crypto.comPRIVATEExecutiveWatch

Global retail-and-institutional exchange with custody, derivatives, and card products.

NoteVenue / possible execution counterparty, not an advisory client.

Skip

Vendors and infrastructure — not clients, not direct competitors.

BitGoPRIVATEExecutiveSkip

Institutional custody and infrastructure; the event's custody partner.

NoteCustody reference to keep handy for clients.

BytefederalPRIVATEExecutiveSkip

US Bitcoin ATM network and consumer/business crypto financial services.

NoteRetail-facing — outside the institutional lane.

GIGA (Giga Energy)PRIVATEExecutiveSkip

Bitcoin-mining infrastructure maker — transformers, gas generators, mining containers.

NoteMining/energy hardware, not a treasury company.

Avalon LabsPRIVATEExecutiveSkip

CeDeFi lending platform and issuer of USDa, a BTC-backed stablecoin.

NoteBTCFi infrastructure, not a holder.

(N) On NexusPRIVATEExecutiveSkip

Bitcoin-native DeFi protocols — DotSwap atomic swaps and HodlFi no-liquidation BTC-collateral lending.

NoteBTCFi protocol, not a holder.

MangrovePRIVATEExecutiveSkip

Bitcoin-native wealthtech building non-custodial infrastructure for RIAs.

NoteSoftware for advisors, not a holder.

SALTPRIVATEExecutiveSkip

Crypto-backed lending platform (loans against BTC/ETH).

NoteLender/service provider, not a holder.

BlockSpacesPRIVATEPremierSkip

Blockchain/Lightning integration software connecting business systems to Bitcoin payments.

NoteB2B integration software, not a holder.

PaystandPRIVATEPremierSkip

B2B blockchain-based payments and accounts-receivable automation network.

NotePayments infrastructure, not a holder.

ARCHPRIVATEIndustrySkip

Bitcoin credit/settlement infrastructure (Arch Lending crypto-backed loans / Arch Network capital-markets settlement).

NoteCredit infra, not a holder.

XCEUNVERIFIEDIndustrySkip

Couldn't confirm from public sources — branding suggests an exchange or capital-markets venue.

NoteConfirm what they actually do in person before judging fit.

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