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Why more companies are shifting to hold Bitcoin in 2025

A macro hedge, an accounting tailwind, and a policy signal—plus what LiveOne’s pivot could mean for valuation


bitcoin treasury strategy

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The macro setup: higher-for-longer rates, tariff shocks, and margin pressure

Corporate treasurers entered 2025 with policy rates still elevated and growth wobbling. The Federal Reserve kept the funds rate at 4.25%–4.50% at its July 30, 2025 FOMC meeting, with the implementation note and minutes confirming the target range; market commentary points to possible easing later in the year, but uncertainty remains.


At the same time, the White House has swung hard on trade. In April, the Administration announced a 10% baseline tariff (“reciprocal tariff”) across most imports, later modifying rates by partner; and on August 27, 2025, the U.S. imposed 50% tariffs on many Indian exports, escalating costs for import-reliant businesses.


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Against this backdrop, a growing set of companies are treating Bitcoin (BTC) as a balance-sheet hedge and optionality bet—especially now that accounting and policy winds are at their backs.


The policy catalyst: a friendlier U.S. stance on digital assets


Several 2025 moves have signaled a more supportive U.S. posture toward crypto:



Add to that the SEC’s approval of spot Bitcoin ETFs in Jan 2024, and the rails for institutional exposure are firmly in place.


The accounting tailwind: new FASB fair-value rules


For fiscal years beginning after Dec. 15, 2024, crypto like BTC must be measured at fair value, with changes flowing through earnings—replacing the impairment-only model that trapped upside and discouraged adoption. See FASB’s ASU 2023-08 page and Deloitte’s summary


Who’s actually doing it (recent examples)


  • Strategy Inc (formerly MicroStrategy) — continued purchases lifted disclosed holdings to ~632,457 BTC in late August; coverage from Barron’s and The Block tracks the latest buys and market reaction. Barron'sThe Block

  • Tesla — Q1’25 10-Q shows 11,509 BTC at cost, with fair-value presentation under the new standard.

  • Semler Scientific — adopted BTC as primary treasury reserve (initial 581 BTC, May 2024).

  • Metaplanet (Japan) — accelerated buys to ~18,888 BTC by mid-August, with an aggressive plan to scale further.

  • Block, Inc. — continues periodic corporate BTC accumulation; trackers show holdings in the ~8.7k BTC range.

  • Trump Media & Technology Group — disclosed ~$2B in bitcoin and related securities under a bitcoin treasury plan (July 21).

Note: Equity premia for “BTC-treasury companies” can be sizable but fragile; recent analysis of Strategy’s valuation dynamics and drawdowns underscores financing and governance risks.

LiveOne’s strategy: what they announced—and what it could mean


LiveOne (Nasdaq: LVO) priced a public offering in July 2025 to launch a Bitcoin yield treasury strategy, then followed up on Aug 14 with details:• a multi-million-dollar BTC position at an average $117,885 per coin,• ARCA to manage the Bitcoin yield strategy,• Anchorage Digital as custodian, and• a Board authorization up to $500M to expand crypto treasury assets.


Strategic logic. For LiveOne, BTC can function as (1) a treasury optimization tool with potential yield via institutional programs (subject to controls), (2) a path to re-rating if investors assign value to optionality beyond core media ops, (3) a lever for cost of capital if a new shareholder base improves financing terms, and (4) potential product synergies (creator/fan incentives) if integrated prudently. The flip side: fair-value P&L volatility, regulatory uncertainty around yield programs, and financing/dilution risk if equity raises fund BTC accumulation—pitfalls the market is watching in peers like Strategy.


How the Administration’s stance is fueling corporate adoption


Policy signaling matters. The combination of a Strategic Bitcoin Reserve executive order and the GENIUS Act stablecoin law reduces perceived career risk for boards contemplating calibrated BTC exposure. The Administration’s crypto leadership roadmap further bolsters that signal.


The “Trump corporate” moves: direct market participation


Beyond policy, Trump-affiliated businesses are active participants: Trump Media disclosed ~$2B in BTC and related assets; and on Aug 26, 2025 announced a strategic partnership with Crypto.com to integrate CRO into rewards, while forming a CRO-focused digital-asset treasury venture (via a SPAC deal with Yorkville). Crypto outlets and Barron’s also detail the planned structure and amounts and short-term market impact.


Implication: these corporate moves amplify the Administration’s pro-crypto signal and expand the “on-ramps” that normalize digital assets for mainstream users.


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What this means for digital assets broadly


  1. Broader balance-sheet adoption: With fair-value accounting live, ETF rails, and friendlier policy, more boards may consider small, rules-based BTC allocations.

  2. Volatility migrates to earnings: Fair-value rules move BTC’s swings into quarterly P&L; expect tighter risk policies and disclosures. FASB

  3. Meme vs. mandate: Markets will discriminate between governed, financed strategies and pure beta—recent Strategy coverage is a case study.

  4. Tariffs as a wildcard: Elevated trade frictions can sustain inflation, complicating rate-cut paths—one reason scarce assets may stay in focus. Baseline tariff actions and India measures keep price pressures in play.


Bottom line for LiveOne


LiveOne’s Bitcoin yield-treasury strategy—with ARCA managing and Anchorage Digital safeguarding—adds high-beta, high-optionality exposure to its media stack. Done conservatively—clear caps, transparent reporting, disciplined financing—it can broaden investor interest, seed creator/fan experiments, and potentially lift the valuation multiple during up-cycles.


But execution discipline is critical; the same leverage that can re-rate in bull markets can compress quickly in drawdowns, particularly if funded with equity issuance.


Companies adopting Bitcoin as a treasury strategy

I’ve compiled a quick, sourced table and a holdings chart for several prominent examples. Open the table for live links in the “Source link” column, and see the bar chart of disclosed BTC units.

(If you need me to add others—e.g., miners or additional non-U.S. firms—say the word and I’ll extend it.)


Notes: Some firms (e.g., Trump Media, LiveOne, DeFi Technologies) disclose dollar amounts or policies rather than precise BTC counts; those are included in the table but excluded from the “BTC units” chart until unit counts are disclosed or estimable.


Disclaimer

Salesfully, through its venture arm, owns shares in LiveOne. This article is provided for informational purposes only and should not be considered investment advice. Readers are strongly encouraged to consult with a licensed investment professional before making any financial decisions.



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