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October 15th, 2025 | 08:25 CEST

If you are looking for outperformance, you will find it here: Nakiki, Strategy, Palantir!

  • Digitization
  • crypto
  • Bitcoin
  • Software
Photo credits: pixabay.com

Cryptocurrencies are currently still digesting the latest flash crash, which briefly sent the BTC price from its all-time high of over USD 126,000 down to USD 107,000. It has now stabilized around USD 110,000. For investors, corrections in an intact upward trend are always excellent opportunities to build or expand positions. US investment bank JPMorgan is forecasting prices of USD 165,000 for Bitcoin this year. Sounds like a very high return? Yes, but it gets even better: Strategy has already shown the way. So-called BTC treasury strategies are outperforming cryptocurrencies. We take a closer look at the strategy and the exciting, promising newcomer, Nakiki SE.

time to read: 3 minutes | Author: Carsten Mainitz
ISIN: NAKIKI SE | DE000WNDL300 , MICROSTRATEG.A NEW DL-001 | US5949724083 , PALANTIR TECHNOLOGIES INC | US69608A1088

Table of contents:


    Strategy: Blueprint for spectacular outperformance!

    For a long time now, CEO Michael Saylor has been steadfastly sticking to his Bitcoin treasury strategy. The Company invests in Bitcoin and continuously raises money for this purpose. This can take the form of capital increases (equity), debt such as loans and bonds, or hybrid forms such as convertible bonds. Over several years, such a treasury strategy outperforms the actual cryptocurrency.

    Through the continuous purchase of Bitcoin over the years, Strategy has become the Company with the largest Bitcoin holdings in the world. Most recently, the Company reported that it had acquired 220 BTC, representing a volume of USD 27.2 million at an average price of USD 123,561. After the purchase, Strategy held 640,250 BTC, corresponding to a market value of USD 71 billion. According to its own statements, Strategy spent just under USD 48 billion on acquisitions. The stock market valuation is significantly higher – at USD 91 billion. This indicates that the market is optimistic about the future and trusts in strong BTC performance, which Strategy can cleverly leverage through strategic capital investment. The Company can also raise fresh capital at any time and also place capital increases at a significant premium.

    Nakiki – Germany's first BTC treasury company positions itself for exponential growth!

    Strategy has shown investors just how lucrative a BTC treasury strategy can be - the increasing acceptance of Bitcoin and cryptocurrencies, and the rising demand as a direct investment or via ETFs. Institutional investors are buying, as are governments. The building of reserves or the possibility of linking pension plans to BTC & Co. further underscores the long-term potential. All in all, the big picture favors this blue chip of cryptocurrencies.

    In many other geographical markets and stock exchanges, BTC treasury stocks already exist – and since this year, also in Germany. Renowned capital markets expert Andreas Wegerich has fully aligned the Company with Bitcoin. The trading volume of the stock, which is listed on the regulated market, has increased in recent weeks, and the stock has performed well. Wegerich is currently on roadshow, presenting his company's equity story to German small- and mid-cap investors. He is accompanied by Marc Guilliard, a recognized Bitcoin expert and initiator of the world's first Bitcoin hotel near Stuttgart, which is entirely focused on digitalization and Bitcoin payments.

    The timing could hardly be better. Now, with fresh capital, the Company is poised to enter the BTC market at favorable prices. In the future, Wegerich plans to leverage the full range of capital measures, including share buybacks. The planned acquisitions and a potential secondary listing in the US could significantly increase the stock's visibility.

    Palantir – No end in sight

    Palantir shares also dipped briefly recently, but are currently trading at an all-time high of USD 177, corresponding to a market capitalization of USD 420 billion. Analysts are struggling to keep up with the price target increases. The data analysis specialist counts many government agencies, including the military, and a large number of corporate customers among its user base. This is growing steadily, as is the group's product portfolio. Palantir has significantly increased its margins in the past. According to forecasts by capital market experts, this trend is set to continue. Perhaps the upcoming reporting season has a few surprises in store. And maybe analysts will get new "fuel" to push the US company's price targets even higher.


    Cryptocurrencies are taking a breather. This is a healthy development and prevents overheating. The US company Strategy has impressively demonstrated the outperformance of a BTC treasury strategy. We are convinced that the German company Nakiki, with its experienced team of capital market experts and crypto specialists, will also make the stock a success. The timing is excellent. Palantir is a force to be reckoned with, sometimes traded at a premium, sometimes at a discount.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Carsten Mainitz

    The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

    About the author



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