London BTC Company expands Nevada portfolio
London BTC Company Ltd (LSE:BTC, OTCQB:VINZF) told investors it has expanded its Nevada precious-metals portfolio after surface sampling at its newly staked Black Star project returned grades of up to 16.23 grams per tonne gold and 50.5 g/t silver. The company secured 36 mineral claims covering 744 acres in Pershing County, around 16 miles from the Hycroft mine.
The Trump Administration Wants the Clarity Act Passed By the End of Summer. 3 Cryptocurrencies to Buy Now.
The Clarity Act could provide structure for the crypto industry, but there are still major sticking points to resolve. Falling inflation could boost crypto prices when oil prices normalize, making now a crypto buying opportunity.
London BTC Company further expands gold footprint
London BTC Company Ltd (LSE:BTC, OTCQB:VINZF) has added a third project to its US gold hedge strategy after staking the Teep Gold-Silver Project in Nevada, where due-diligence sampling returned high-grade gold and silver results. Rock-chip samples collected by Schiehallion Consulting in 2026 included 36.90 grams per tonne gold and 730.8 g/t silver from sample BTCRK008, alongside 27.66 g/t gold and 1,332.5 g/t silver from BTCRK005.
Metaplanet: The Bitcoin Flywheel Is Paused, Not Broken
Metaplanet offers leveraged exposure to Bitcoin via a Japan-based treasury strategy, currently trading at a discount to NAV after a sharp stock decline. The equity issuance flywheel is paused as mNAV fell below 1.0, but Metaplanet preserves BTC per share by avoiding dilutive issuance and using alternative funding. The recent acquisition of Siiibo Securities positions Metaplanet to tap Japan's yield-starved market with BTC-backed credit products, potentially lowering funding costs further.
CEPI: When The Strikes Don't Keep Up With The Rally
The REX Crypto Equity Premium Income ETF receives a Hold rating, with elevated caution due to portfolio composition and recent miner/semis rerating. CEPI's portfolio is roughly 50% BTC-correlated, with the rest in high-beta semis/AI hardware and fintech, resulting in high volatility and limited defensive ballast. Option overlays provide income but struggle to capture sharp miner upside or fully cushion drawdowns in volatile BTC regimes, especially after recent rallies.
Viewing BTCI Through The Lens Of BTC In 2018 And 2022
NEOS Bitcoin High Income ETF has a covered call strategy on Bitcoin, aiming to monetize volatility with a 26.72% annualized distribution rate. BTCI holds about 70% in T-Bills and 30% in Bitcoin exposure, actively managing synthetic covered calls to generate monthly income. I think BTCI becomes interesting in front of a hypothetical sideways and accumulation trend on BTC-USD.
Why London BTC is building a Nevada gold portfolio - ICYMI
London BTC Company Ltd (LSE:BTC, OTCQB:VINZF) is expanding its Nevada gold portfolio as part of a strategy designed to complement its core Bitcoin treasury and mining operations. In this interview with Proactive, chief executive Hewie Rattray discusses the rationale behind the company's latest project acquisitions and how management sees gold supporting long-term Bitcoin accumulation.
London BTC stakes a second US gold project
London BTC Company Ltd (LSE:BTC, OTCQB:VINZF) announced it has staked a second US gold project after initial sampling at Amonett-Frank in Nevada returned grades as high as 52.66 grams per tonne gold and 88.3 grams per tonne silver. The London-listed Bitcoin mining and treasury company said its wholly owned US subsidiary, Tethered Gold LLC, had staked 18 mineral claims covering 371.88 acres, or 1.5 square kilometres, in Pershing County.
London BTC Company deals into first gold proejct
London BTC Company Ltd (LSE:BTC, OTCQB:VINZF) told investors it has staked its first US gold project, marking the first move under a planned strategy to build hard-asset gold exposure alongside its Bitcoin treasury and mining operations. The company has secured 111 mineral claims at the Huntington-Whitman Gold-Silver Project in Humboldt County, Nevada, through its wholly owned US subsidiary Tethered Gold LLC.
Strategy: You Don't Need A Bitcoin Bull Case For This To Work (Rating Upgrade)
Strategy is a Strong Buy even if Bitcoin never becomes a reserve asset. A modest, hype-driven rebound to $100K is in itself compatible with a long-term BTC bearish scenario. MSTR trades at only a ~7% mNAV premium, which a BTC yield of ~13% YTD can erase in under a quarter, converting the trade into pure upside. Additionally, the company's preferred shares create a unique yield-on-Bitcoin product that builds a moat and, in my view, justifies a long-term mNAV premium. This is further potential upside.
I Won't Quit On Strategy
Strategy is my preferred public Bitcoin vehicle: Saylor compounds BTC per share while institutions, companies, and sovereigns move toward Bitcoin collateral. The stock has reset from ~$470 to ~$135, but the thesis has not; I hold a hedged 10% pro forma stake because great assets are owned before they bloom. The risk is Bitcoin failing as non-sovereign collateral, yet adoption is now real: ~1.90M BTC held by 188 entities, including Strategy and the U.S. reserve.
Bitcoin Spot ETFs Have Fundamentally Shifted: These 3 Now Hold Over 1.5 Million BTC Combined
The U.S. spot Bitcoin ETF complex now controls more Bitcoin than any single private entity on the planet, including the dormant wallets attributed to Satoshi Nakamoto.
