Bitcoin Treasury 2.0
The Durable DAT Thesis
A next generation Bitcoin Treasury Company with a business model built for long term durability and uncorrelated BTC accumulation in all markets
Our Thesis: Reinventing a Strategic Bitcoin Treasury
CATWIC is an innovative bitcoin treasury company designed for long term BTC accumulation that aims to do so in all market conditions. CATWIC builds atop the current treasury company structure, solving the inherent design flaw that forces an over dependence on trading at a premium and euphoric market conditions in order to accumulate bitcoin. The problem with today's bitcoin digital asset treasury companies (DATs) 1) Overreliance on on trading at a premium to create shareholder value 2) No underlying revenue generation or operating business (e.g. a leveraged passive exposure) 3) Require specific market conditions to use capital markets tools for efficient accumulation CATWIC's Thesis: Bitcoin Treasury Company 2.0 We believe in a better business model, without the reliance on a premium to thrive. We will aim to generate a premium for shareholders that is deserved, not required, in order to create long term BTC per share accumulation. To achieve this goal, we will look too combine three core pillars of accumulation.
The Bitcoin Treasury 2.0:
All Weather BTC Accumulation Strategy
Perpetual: Unlocking Idle Bitcoin
1) Treasury Management: Internal BTC Yield
Exclusive treasury management accrues daily BTC yield from low-risk derivatives strategy
Phase I: Accretive DAT Acquisitions
2) Tactical DAT M&A
Acquire and consolidate subscale treasury companies and DATs, rolling BTC into treasury
Phase II: Uncorrelated Cashflow ♻ BTC
3) Revenue Operations Converting Cashflow to BTC
Acquire attractive, cashflow generative companies, converting dollars to BTC