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.
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.
Potential advisory / overlay clients and allocator-DD prospects.
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.
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.
Europe's first BTC treasury company (formerly The Blockchain Group) — Alexandre Laizet's vehicle.
AngleWarm relationship. Advance the European post-premium / independent-overlay thesis.
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.
UTXO-seeded European (Amsterdam) BTC treasury company.
AngleFresh DAT in the Capital B / Laizet network — independent risk discipline from day one.
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.
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.
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.
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.
European-listed investment company with BTC exposure plus a BTC-denominated bond.
AngleAllocator-adjacent — fits either advisory or the allocator-DD product.
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.
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.
Pro-America commerce-and-payments marketplace that adopted a BTC treasury initiative.
AngleSmall, ideologically-driven DAT — worth a hello, lower priority.
Canadian Lightning Network infrastructure company holding ~267 BTC as "productive network capital."
AngleTechnically a DAT but tiny and idiosyncratic — low priority.
Australian-listed micro-cap holding a small BTC treasury.
AngleMicro-cap DAT — lowest priority of the holders.
Incumbents and competitors — understand cold, don't pitch.
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.
Institutional exchange, custody, and lending — and Nakamoto's incumbent derivatives/lending partner.
NoteThis is the incumbent program type you displace. Know their offering cold.
DAT analytics / benchmarking and BFC's treasury-dashboard partner.
NoteCompetitor-adjacent to your DD line — better as a data source/relationship than a rival.
Institutional-grade crypto spot and derivatives exchange.
NoteExecution venue / derivatives competitor — relevant for overlay execution.
Global retail-and-institutional exchange with custody, derivatives, and card products.
NoteVenue / possible execution counterparty, not an advisory client.
Vendors and infrastructure — not clients, not direct competitors.
Institutional custody and infrastructure; the event's custody partner.
NoteCustody reference to keep handy for clients.
US Bitcoin ATM network and consumer/business crypto financial services.
NoteRetail-facing — outside the institutional lane.
Bitcoin-mining infrastructure maker — transformers, gas generators, mining containers.
NoteMining/energy hardware, not a treasury company.
CeDeFi lending platform and issuer of USDa, a BTC-backed stablecoin.
NoteBTCFi infrastructure, not a holder.
Bitcoin-native DeFi protocols — DotSwap atomic swaps and HodlFi no-liquidation BTC-collateral lending.
NoteBTCFi protocol, not a holder.
Bitcoin-native wealthtech building non-custodial infrastructure for RIAs.
NoteSoftware for advisors, not a holder.
Crypto-backed lending platform (loans against BTC/ETH).
NoteLender/service provider, not a holder.
Blockchain/Lightning integration software connecting business systems to Bitcoin payments.
NoteB2B integration software, not a holder.
B2B blockchain-based payments and accounts-receivable automation network.
NotePayments infrastructure, not a holder.
Bitcoin credit/settlement infrastructure (Arch Lending crypto-backed loans / Arch Network capital-markets settlement).
NoteCredit infra, not a holder.
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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