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Corporate crypto treasuries

Publicly listed companies that hold Bitcoin or Ethereum as a treasury asset. Holdings are filed with regulators, so unlike most on-chain estimates these are reported figures.

Total BTC held1,294,580by tracked public companies
Value today$101.06B
Share of BTC supply6.16%of the 21m cap
Total ETH held7,942,552$19.9B

Public companies holding Bitcoin

Built into the page
#CompanyListingBTC heldValue nowCost basisUnrealised
1 Strategy
US
MSTR.US 845,050 $65.97B $64.27B +2.64%
2 Twenty One Capital
US
XXI.US 43,514 $3.4B Not disclosed
3 Metaplanet
JP
3350.T 43,000 $3.36B $3.81B -11.92%
4 MARA Holdings
US
MARA.US 35,303 $2.76B Not disclosed
5 Bitcoin Standard Treasury Company
US
CEPO.US 30,021 $2.34B Not disclosed
6 Galaxy Digital Holdings Ltd
US
GLXY.US 25,723 $2.01B $2.28B -12.05%
7 Strive
US
ASST.US 24,530 $1.91B $2.24B -14.66%
8 Bullish
US
BLSH.US 23,300 $1.82B Not disclosed
9 Space Exploration Technologies Corp.
US
SPCX 18,712 $1.46B $661M +120.98%
10 Coinbase Global
US
COIN.US 16,492 $1.29B $1.16B +11.30%
11 Riot Platforms
US
RIOT.US 15,680 $1.22B Not disclosed
12 Hut 8 Mining Corp
US
HUT.US 13,696 $1.07B Not disclosed
13 CleanSpark
US
CLSK.US 13,470 $1.05B Not disclosed
14 Tesla
US
TSLA.US 11,509 $898.4M $386M +132.75%
15 Trump Media & Technology Group Corp.
US
DJT.US 9,542 $744.87M $1.13B -34.14%
16 Block
US
XYZ.US 9,032 $705.04M Not disclosed
17 American Bitcoin
US
ABTC.US 7,500 $585.46M Not disclosed
18 GD Culture Group
CN
GDC.US 7,500 $585.46M $841.5M -30.43%
19 Next Technology Holding
CN
NXTT.US 5,833 $455.33M $183.07M +148.71%
20 ProCap Financial (formerly ProCap BTC)
US
BRR.US 5,405 $421.92M Not disclosed
21 Gemini Space Station
US
GEMI.US 4,827 $376.8M $235.19M +60.21%
22 Nakamoto Inc (formerly KindlyMD)
US
NAKA.US 4,467 $348.7M Not disclosed
23 Boyaa Interactive International Limited
HK
434.HK 4,091 $319.35M $278.65M +14.60%
24 OranjeBTC
BR
OBTC3.SA 3,918 $305.84M $405.61M -24.60%
25 BitGo Holdings
US
BTGO.US 3,854 $300.85M $257.42M +16.87%
26 Bitcoin Group SE
DE
ADE.DE 3,605 $281.41M Not disclosed
27 Capital B
FR
ALCPB.PA 3,145 $245.5M $329.73M -25.55%
28 Empery Digital
US
EMPD.US 2,914 $227.47M Not disclosed
29 DDC Enterprise Limited
US
DDC.US 2,899 $226.3M $226.71M -0.18%
30 Ionic Digital
US
IOND.US 2,882 $224.97M Not disclosed

Why this list is worth watching

Corporate treasury buying is genuinely different from exchange flow. These are reported, long-horizon positions that rarely trade, so coins moving onto balance sheets are effectively removed from circulating supply until the company changes strategy. The concentration is the thing to notice: one company typically holds the large majority of the total, which makes this much less diversified than “institutional adoption” suggests.

The leveraged treasury model

Several of these companies fund purchases by issuing convertible debt or new equity rather than from operating cash flow. That works in one direction and is uncomfortable in the other: the shares trade at a premium to the value of the coins, the premium funds more buying, and a sustained drawdown compresses the premium exactly when the debt still needs servicing. It is a real strategy with a real failure mode, and neither half should be ignored.

Source: CoinGecko public treasury data, compiled from company filings. Private companies, funds and ETFs are not included.

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