Topic
Listed companies holding coin and financing purchases — how the reflexivity flywheel spins up, and the conditions under which it stalls.
2 articles
How to Check Corporate Crypto Holdings in 10-K, 10-Q, 8-K and 13F Filings
First separate crypto owned by a company from crypto-related securities held by an investment manager, then match the EDGAR form, reporting period and measurement basis to the question.
The Corporate Treasury Flywheel, and Where It Stalls
Issue equity above NAV, buy coin, report a higher coin-per-share, support the premium. The mechanism is legible — so are its failure conditions.
RELATED TOPICS
Institutional Holdings
13F crypto positions, ETF holder filings, fund letters — institutional exposure to crypto only becomes visible by reading public filings layer by layer.
Crypto ETF Flows
Spot BTC and ETH ETF creations, redemptions and net inflows are the cleanest read on buying pressure moving through traditional pipes.
RWA Tokenization
Treasuries, equities, credit and funds moving on-chain: the tokenized TVL curve, and the real size of vehicles like BUIDL and Ondo.
