Corporate Bitcoin Strategy Shifts from HODL to Active Management

Corporate Bitcoin Treasury Management Shifts from HODL to Active Strategies Amid Market Discounts

  • The surge in corporate Bitcoin purchases during the summer has slowed down significantly.
  • Many bitcoin treasury stocks now trade below the value of the bitcoin they hold, prompting companies to explore more active management strategies.
  • Experts suggest corporate bitcoin management should include yield generation, downside protection, and counterparty diversification.
  • Selling bitcoin to repurchase shares may be a strategic move to support net asset value and restore investor confidence.
  • The traditional “buy and hold” (HODL) strategy is no longer sufficient for corporate bitcoin treasury management.

The recent rapid increase in corporate bitcoin acquisitions has cooled, causing many digital-asset treasury (DAT) stocks to fall below the net asset value (NAV) of the bitcoin they hold. This shift is pushing companies to reconsider simply holding bitcoin and instead explore ways to manage it as an active treasury asset.

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Thomas Chen, founder of Function, highlights a transition from accumulation to stewardship, emphasizing management of bitcoin like a “treasury-grade asset.” Similarly, Spencer Yang, managing partner at BlockSpaceForce, notes that companies that bought bitcoin earlier this year are now aiming to treat it more like a financial policy than a marketing tactic, as stated in a recent report.

Chen outlines a bitcoin treasury deployment strategy based on three pillars: earning conservative yield, applying downside hedges, and diversifying counterparty risk. Conservative yield involves using low-risk channels with clear rules, such as simple basis capture or overcollateralized lending at conservative loan-to-value levels. Downside hedges include pre-authorizing derivatives like puts or collars to smooth volatility and protect operations without speculating on short-term price moves. Counterparty diversification means spreading bitcoin custody and liquidity exposure across multiple providers, while conducting ongoing credit and operational due diligence with set limits.

According to Yang, larger treasuries benefit from better-negotiated terms and can sustain dedicated risk teams. Smaller companies might maintain most bitcoin idle, deploying only limited amounts within strict policy constraints.

As DAT stocks trade at steep discounts relative to their bitcoin holdings, Yang suggests that selling some bitcoin to repurchase shares may be a prudent method to support market NAV. This action could demonstrate management’s commitment to defending value rather than collecting fees on gross assets. He added that such confidence often attracts investors and narrows discounts.

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While the “HODL” approach remains common, firms that find ways to make bitcoin a productive reserve without excessive leverage may have a better chance at long-term persistence.

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