Instead of TKMS! Bitcoin takes off again! Strategy, Bitcoin Group, Coinbase, and Nakiki stock!

Nakiki shares: Is a 100% gain possible here too in just a few weeks?

Bitcoin Treasury companies are regarded by investors as a kind of amplifier for Bitcoin's price performance. The most prominent example is Strategy (formerly MicroStrategy): under its colorful CEO Michael Saylor, the Company has transformed itself from a software provider to the largest private Bitcoin holder after Bitcoin inventor Nakamoto. Since then, Strategy shares have performed significantly better than Bitcoin itself. The business model is simple and consistent: Bitcoin is regularly bought – and not sold – through stock and bond placements. The concept has caught on internationally. Similar companies have emerged in Japan (Metaplanet), France (Capital B), the UK (The Smarter Web Company), and Brazil (Méliuz). What is striking is that the most significant price jumps often occurred around the time of the first Bitcoin purchases.

This currently presents an exciting opportunity in Germany. Nakiki SE, which is listed on the regulated market, is currently transforming itself into a Bitcoin Treasury company. The first Bitcoins are to be purchased soon. The management team, led by CEO Andreas Wegerich – himself a major shareholder and experienced capital market player – has brought additional Bitcoin expertise on board with Marc Guilliard and other experts. To accompany the Bitcoin purchase, Nakiki is planning targeted corporate investments in the Bitcoin ecosystem. Negotiations are already underway with Companexis and the financial portal TopStonks. The ongoing income from such investments is intended to support operating costs and interest payments.

Nakiki is already thinking strategically. The leap to the US Nasdaq stock exchange could take place as early as the first quarter of next year, which should provide the share price with further momentum. Also important for shareholders: it was recently announced that the 2024 half-year financial statements will need to be corrected. The loss will be significantly lower. The Company has parted ways with its tax advisor.

At the virtual IIF investor conference, Nakiki's management presented its strategy and opportunities:

https://youtu.be/3dbJ-VYfW40?si=VasxW8IGKmQ8TsRb

Strategy: Raises EUR 620 million in Europe

Michael Saylor has once again demonstrated that many investors prefer to invest in Treasury companies rather than directly in Bitcoin. The new euro-denominated "10% Series A Perpetual Stream Preferred Stock" was increased after strong demand, bringing Strategy EUR 620 million in cash. 7.75 million shares were placed at EUR 80 each. The original target was to raise only EUR 300 million. With the preferred shares, Strategy is specifically opening up to the European market. Michael Saylor commented: "Stream is the first digital credit instrument we have developed specifically for Europe."

Strategically, the transaction is more than just fresh capital. It gives Strategy visibility among European addresses, diversifies its sources of financing across currency areas, and increases its flexibility to take advantage of market windows in a timely manner. In a volatile environment, these are precisely the building blocks that support the investment case - in the short term through clear financing prospects, and in the medium term through a larger, more stable investor base. The fact that the issue was significantly increased after an initially smaller approach underscores the strength of the placement and investors' confidence in the business model.

Bitcoin Group wants to attack Coinbase and Bitpanda

Nakiki and Strategy appear to be attracting more investor interest with their business models than Bitcoin Group. The latter was the pioneer in crypto trading in Germany with bitcoin.de. But after the Bitcoin hype in 2017, it missed the boat. This year alone, the stock has lost 38% of its value and is trading just below EUR 33. In 2017, it was EUR 78. So, over the last eight years, it has clearly underperformed Bitcoin.

The Company now wants to turn the tide and develop the peer-to-peer marketplace into a modern trading platform. However, competition from companies such as Coinbase and Bitpanda appears to be overwhelming.

The management of Bitcoin Group remains confident. CEO Moritz Eckert comments: "Everyone involved is working flat out on this project. We cannot wait to launch our new products, which are expected to be available in the first half of 2026. We see a great opportunity to use new technology and an outstanding user experience to sustainably inspire our existing customers for bitcoin.de and also to capture new market share from the competition. In addition to the existing private customer business on bitcoin.de, we will in future be launching a dedicated offering for small and medium-sized enterprises as well as institutional customers such as banks and family offices under the 'futurum' brand."

Bitcoin appears to have found a floor. This level offers Nakiki an attractive entry point for Bitcoin purchases and investors the potential for notable price gains. In contrast, Bitcoin Group continues to face intense competition in crypto trading. Meanwhile, Strategy stays true to its core approach, accumulating Bitcoin on a massive scale.