ON THE BFC STREAM ☀️ MONDAY, OCTOBER 26TH 📺 Corporate Bitcoin, start to finish. Here’s the running order. ROLLING TODAY: 9a: Whales Were Buying While You Sold with @scottmelker | @1markmoss 10:02a: @samcallah of @ORANJEBTC Joins the BFC Show 11:17a: Portfolio Construction from the Allocator's Seat featuring @RussJacobsen, @MoonIncHK, @RevoDFO & @FulgurVentures AND DON’T MISS: 2:47p: @hillery_dan from @UTXOmgmt Joins the BFC Show All times Eastern. All things Bitcoin. 👇 xitter.cf/i/broadcasts/1qKDzWZBP…

INSIGHT: If $PLTR had allocated its $7.18B in cash reserves to Bitcoin 3 years ago, that reserve would now represent: ➤ 211,665 BTC acquired ➤ +137% growth over 3 years ➤ $9.82B in unrealized gains #Bitcoin would have been 11x more productive than cash over the period. Today, Palantir's $7.18B cash reserve could still acquire ~89,399 BTC at $80,281 per Bitcoin. 🟣 Opportunity Cost: $8.94B 🟠 BTC Potential: 89,399 BTC @PalantirTech built its business around turning data into actionable intelligence. The same question applies to its balance sheet: How intelligently is its capital being put to work?

Buy Bitcoin on an exchange and your money moves before the Bitcoin does. Wrap it under Thailand's securities framework and it settles T+2 — the position is yours two days before you pay for it. Kip Tiaviwat of Astra Enterprise on why that's a financial edge rather than just access: sell intraday and the capital never has to show up at all. BFC Hong Kong Symposium, Bitcoin Asia 2026.

JUST IN: @Strive has reached 43,000 BTC in total holdings after acquiring an additional 6,182 BTC for $511.4M. ➤ Average purchase price: $82,732/BTC ➤ Cash & securities: $554.6M (+$187.7M) ➤ New $1B $SATS ATM program established $ASST | $SATA | $SATS

The BFC Stream: Corporate Bitcoin, start to finish. NOW PLAYING: 9a: Whales Were Buying While You Sold with @scottmelker | @1markmoss 10:02a: @samcallah of @ORANJEBTC Joins the BFC Show xitter.cf/i/broadcasts/1qKDzWZBP…

A payments company that mines Bitcoin, serving enterprise customers who won't say the word out loud. Paystand's Meridith Perry on operating in both worlds at once, and Anchorage Digital's Moses Lee on the barrier that has nothing to do with the technology. With Shone Anstey of LQWD Technologies, hosted by Allen Helm at BFC Hong Kong Symposium.

ON THE BFC STREAM ☀️ FRIDAY, OCTOBER 23RD 📺 Corporate Bitcoin, start to finish. Here’s the running order. ON THE RUNDOWN: 9a: Structured & Tokenized Bitcoin Products for Institutional Allocators w/ @RootstockLabs & @Barclays 9:27a: Evolution of Bitcoin Institutions with @docsofduke, @hillery_dan & @UTXOmgmt 12:58p: Dan Hillery from UTXO Joins the BFC Show | BFC Show #40 LATER TODAY: 3:32p: The Social Security Problem Printing Money Can't Fix | @1markmoss All times Eastern. All things Bitcoin. 👇 xitter.cf/i/broadcasts/1dKrPrXLZ…

A CFO has bitcoin to custody tomorrow. Where should it sit? Avik Roy of Strive makes the case for the US. Jay Lee of Hauzen LLP makes it for Hong Kong. Tracy Hoyos-Lopez of Kraken moderates. From the BFC Hong Kong Symposium at Bitcoin Asia 2026.