Weekly Report NAKI SE @NakikiBTC
There were no significant new developments to report this week.
Our Bitcoin bond remains open, and the capital raising continues according to plan.
Market sentiment remains mixet.
In the background, however, we are working intensively on several topics that we are not yet able to discuss publicly.
We hope to be able to make some exciting announcements in the coming weeks.
Nakiki SE News on the Bitcoin Bond
A key milestone this week was the early termination of our bond issuance. As reported in the latest stock exchange news, the 9.875% Bitcoin Corporate Bond (2026/2031) was closed ahead of schedule on Monday.
The bond is now tradable on the Open Market (Quotation Board) of the Frankfurt Stock Exchange.
This development marks an important operational step in the execution of our treasury strategy and at the same time increases Nakiki SE’s visibility in the capital markets. The capital raised through this instrument can be used to acquire Bitcoin.
We are also seeing positive signs that market sentiment has recently stabilized and slightly improved.
A more constructive market environment is particularly beneficial for Bitcoin treasury companies, as it:
•facilitates capital market discussions,
•increases investors’ risk appetite, and
•makes structured financing solutions easier to plan again.
We are closely monitoring these developments and aligning our next steps accordingly.
The next step is to raise additional capital in order to buy BTC.
(I do this regular reports to inform shareholder about our Bitcoin Treasury process)
Best regards,
Marc Guilliard
Head of Bitcoin Strategy @NakikiBTC
The new year begins for Nakiki SE with an important strategic decision. ( @NakikiBTC weekly report )
Beforehand, we would like to wish all followers, investors, and shareholders who placed their trust in us over the past year a very happy new year.
The past year was fully dedicated to building the necessary structures to enable Bitcoin acquisitions. These structures are now almost in place and will be actively utilized throughout the current year to raise capital and bring Bitcoin onto the balance sheet of Nakiki SE.
In the past week, Nakiki SE sold its stake in Legal Finance SE. As a result, the company no longer holds any investments in the field of litigation finance.
This divestment is part of a clear strategic focus and further emphasizes Nakiki SE’s consistent Bitcoin-only strategy. Non-core investments are being reviewed and, where appropriate, discontinued in order to concentrate management attention, capital, and resources on the company’s long-term core vision.
With the completion of this transaction, Nakiki enters the new financial year in a more structured, focused, and streamlined position. This step creates greater transparency and clarity for investors, market participants, and partners.
The outlook for the current year is clear: bringing Bitcoin onto the balance sheet.
As Head of Bitcoin Strategy at NaKiKi SE, I will provide regular updates on our progress and transparently report on what we are currently working on and which next steps are planned.
Best regards,
Marc Guilliard
Nakiki SE Weekly Update
This week was intentionally quiet.
With year-end approaching, many partners and counterparties are less available, so we did not launch any major new initiatives.
The focus was on internal preparation and structure to enter the new year in a solid position.
Outlook:
Our clear objective for 2026 is to raise capital and acquire Bitcoin. We are working steadily toward that goal.
Thank you to all investors and supporters for your trust.
Updates will follow as soon as there is meaningful progress to share.
Best
Marc / Head of Bitcoin Strategy @NakikiBTC
This week marks a milestone for the German capital market:
With the @NakikiBTC Bitcoin bond, Germany is launching its first pure Bitcoin treasury bond.
It is publicly subscribable, euro-denominated, and structured as a classic fixed-income product.
In today’s weekly report, I want to go into some of the background.
Many institutional investors are not allowed to hold Bitcoin directly (due to statutes, regulation, or volatility).
-Holding a bond in their portfolio, however, is permitted.
-The Nakiki bond therefore acts as a regulated bridge product between the traditional capital market and Bitcoin.
I also conducted an in-depth interview with @AndreasFW888 (Nakik SE CEO) on YouTube and recorded an explainer video this week.
One central idea from the conversation:
•States, companies, and markets today function through debt
•Debt means expansion of the money supply
•Expansion of the money supply means loss of purchasing power
The logical consequence:
➡️ Fiat capital is raised via capital market instruments
➡️ and transferred into a scarce, non-arbitrarily expandable asset: Bitcoin
That is exactly what Nakiki does transparent, regulated, and clearly traceable on the balance sheet.
According to BondGuide, the bond is explicitly aimed at investors who:
•want predictable interest payments
•prefer a classic bond product
•while also wanting indirect exposure to the Bitcoin universe
This includes, among others:
•asset managers
•family offices
•institutional fixed-income investors
•retail investors with a brokerage account but without a focus on self-custody
If this model works, the path is open for further Bitcoin treasury products in Germany.
Every additional treasury company means more structural demand for Bitcoin.
That creates additional buying pressure for Bitcoin.
Of course, the proceeds from the bond issuance enable Nakiki SE to purchase Bitcoin and increase Bitcoin per share, which is the core objective of our treasury strategy.
Peace Out ✌️
Marc // Head of Bitcoin Strategy at Nakiki SE
Germany’s First Bitcoin Bond Is Live!
Nakiki SE has officially opened the subscription period for the first German Bitcoin bond.
All net proceeds from the bond will be used exclusively to dynamically build a robust and long-term Bitcoin treasury.
@NakikiBTC
First Bitcoin bond ever in Germany is starting next week!
@NakikiBTC will open the subscription pathway on 4th december.
This marks the beginning of the first regulated capital raise in German history that allows a publicly listed Bitcoin-Treasury company to raise funds and deploy them directly into Bitcoin purchases.
This step is historic, unprecedented, and completely new territory for the German capital market.
Why Our Bitcoin Bond Is a Game Changer
Many professional investors still can’t hold Bitcoin directly- whether due to regulatory restrictions, internal mandates, or volatility concerns.
Our Bitcoin Bond solves that problem:
•🔒 Limited downside through structured protection mechanisms
•💰 Steady yield via regular interest payments
•🧡 indirect Bitcoin exposure / limited BTC upside
•♻️ Reinvestment to accumulate additional Bitcoin over time
- Full terms will be published next week
Why a Straight Bond?
👉 A Straight Bond is currently the only approved capital instrument we are allowed to use before the upcoming Annual General Meeting.
And we are taking full advantage of this window.
At the AGM, we plan to have additional capital instruments and larger volumes approved to make future capital raises even more efficient, including:
A huge thank-you to our entire admin, legal, and back-office team - and everyone involved who has worked virtually non-stop over the past weeks to make this launch possible. Big shoutout to @AndreasFW888 👏
We were originally ready to go earlier, but bureaucratic hurdles forced us to wait.
In hindsight, this delay turned into an advantage:
👉 We now have significantly better potential entry prices
👉 Even though sentiment is currently weak and fundraising becomes harder, sentiment is outside our control - and correction phases are historically the best opportunities
Every market pullback is a gift, not a problem.
These price levels may never return.
Conclusion
Capital raising begins on December 4th
Our treasury strategy officially goes live
Nakiki will begin raising Capital to buy Bitcoin on the balance sheet - the core of our business model
This is the starting point of our long-term Bitcoin Treasury vision.
Best
Marc Guilliard / Head of Bitcoin Strategy @NakikiBTC
Nakiki SE is already part of the meme cycle before buying a single Bitcoin - a rare position for a listed company.
In our weekly report, I want to talk about memes and how our preparations for Bitcoin purchases are progressing.
The German-speaking Bitcoin community voted “Maul” as the Bitcoin Word of 2025 -
a meme that originated directly from Andreas Wegerich, CEO of Nakiki SE.
It’s a perfect example of how vibrant Bitcoin culture is and how strongly the “Bitcoin Treasury Company” narrative has shaped this year.
The recent market dip fits perfectly into our long-term strategy:
better entry levels and greater treasury efficiency.
Behind the scenes, we are completing all regulatory, legal, and structural preparations for:
• our first Bitcoin purchases, and
• Germany’s first Bitcoin-denominated bond.
The internal audit is in its final phase, and our confidence remains extremely high.
Summary
Audit nearing completion.
Bitcoin Bond preparations on track.
Market dip = opportunity.
And the meme world just crowned “Maul.”
Nakiki is already part of the story - the Bitcoin come next.
Best @NakikiBTC
Marc / Head of Bitcoin Strategy at Nakiki SE
Final preparations for Nakiki SE - and the question everyone is asking:
When will we buy our first Bitcoin?
Here is your new weekly update to keep you fully informed:
Bitcoin saw a clear correction this week.
Many have asked whether this affects our Treasury strategy.
The answer remains: No.
A lower price simply allows us to accumulate at more favorable levels.
Operationally, this week was all about final preparations. We are in the very last steps before opening the subscription period for the first Bitcoin Bond in Germany - which will be followed by our initial Bitcoin purchases.
The remaining bureaucratic requirements are currently being completed.
Part of the Nakiki SE team attended a major finance conference in Munich, where we identified several promising synergies and held numerous investor meetings.
Andreas Wegerich also delivered a presentation outlining our broader strategic vision.
We also released a new interview on the @NakikiBTC X account.
It breaks down our strategy, the underlying capital-markets logic, and why the Bitcoin Treasury model is the core of our business.
A quiet week on the outside, intense work on the inside - and each week brings us closer to executing our first Bitcoin buys.
Also we opened a new Nakiki SE X Community - feel free to join:
https://t.co/OguWsTPYnE
Best regards,
Marc / Head of Bitcoin Strategy
Exciting Week for Nakiki SE
Just as a quick reminder - I’m writing these weekly updates to give you an inside look at the process of raising capital to buy Bitcoin and systematically increase Bitcoin per share through our publicly listed vehicle, Nakiki SE.
This process is fundamentally different from how retail investors operate - it requires structure, compliance, and long-term strategic execution.
The Bitcoin week itself was mixed, and overall market sentiment remains tense.
But it’s exactly during these times that real building happens.
„Bear markets“ are for builders - and we remain fully committed to our long-term vision.
After several intense weeks in Switzerland and Germany - filled with meetings, roadshows, and strategic coordination - I’m finally back in El Salvador and fully settled again.
The past weeks have been crucial to finalize many important details in the background and lay the foundation for our next steps.
Our main focus right now remains the completion of the 2024 financial statements.
The publication of the balance sheet is planned for this month.
Only with the right structure in place can we accumulate Bitcoin in a serious and sustainable way.
On October 30th, we hosted our virtual Investor Roundtable, where we discussed the background of the consolidated financials and our transformation into a full-scale Bitcoin Treasury company.
In parallel, we continued our ongoing discussions with investors, partners, and strategic contacts to further expand the network and prepare upcoming capital measures.
Bitcoin is still the best store of value in the world.
See you next week. @NakikiBTC@AndreasFW888
Marc
This week brought very positive news for Nakiki SE. @NakikiBTC
Improved balance sheet and a successful roadshow in Munich.
The loss for the first half of 2024 turned out to be significantly lower than previously reported.
That’s a strong signal - Nakiki SE’s balance sheet is considerably better than initially assumed.
We took over the company out of insolvency and rebuilt the entire accounting and compliance structure from scratch.
That effort is now paying off.
Since the balance sheet and regulatory setup form the foundation for everything we do,
our top priority is to complete this phase properly before raising capital and purchasing Bitcoin - which comes next.
🇩🇪🇨🇭 Roadshow Update
At the same time, we held our roadshow in Munich and strategic meetings in Switzerland.
We met with family offices, asset managers, and strategic investors - the feedback was extremely positive.
The meetings took place as part of a non-deal roadshow, meaning there was no direct capital raise involved.
Why? Because we first want to finalize the balance sheet and setup,
so we can enter the capital markets phase with maximum transparency and efficiency.
This approach builds trust and provides valuable market-sounding signals.
⚙️ Next Steps
Once the balance sheet is formally completed,
we will open the subscription window for Germany’s first Bitcoin Bond –
marking the beginning of our Bitcoin Treasury build-up.
Our goal remains to activate the flywheel:
Capital → Bitcoin → Value Creation → Transparency.
We’re making good progress and are confident that the coming weeks will be decisive.
🌴 El Salvador
Meanwhile I went back to El Salvador, which always resulted in increasing BTC price in the past.
📩 Investor Relations List
We’re currently building an Investor Relations list through which we’ll share future Zoom calls, updates, and exclusive insights.
If you’d like to be part of it, just send me a DM with your name and email – pseudonyms are welcome.
You’ll then automatically be included in the next IR calls.
Nakiki SE Roadshow launched for Germany’s First Bitcoin Bond 🇩🇪⚡️
Despite short-term price moves, one thing remains crystal clear:
Nothing has changed about Bitcoin’s fundamentals.
With Nakiki SE, we’re building Germany’s first Bitcoin Treasury Company (BTCTC).
This week, we officially kicked off our roadshow for the first Bitcoin Bond in Germany, meeting with numerous family offices, banks, and strategic investors.
Monday:
Roadshow kickoff with back-to-back online meetings - one investor call every hour. Many institutions can’t hold Bitcoin directly and therefore need vehicles like Nakiki SE.
Tuesday:
Big roundtable in Frankfurt with nearly 30 participants from the financial industry. Great energy, strong questions, and critical debates - exactly the kind of dialogue that shows how much institutional interest in Bitcoin is growing.
Wednesday:
More 1-on-1 meetings and deep dives. Some investors have an impressive level of Bitcoin understanding and immediately grasp the BTCTC model. Others remain cautious - but they’re listening and curious.
Thursday:
Strategic and administrative developments - some exciting updates we’ll be able to share soon.
Friday:
After a long time on the road, I finally got to see my family again (my mom and sister ). Next day my dad & hopefully later grandpa 🙏
Next week:
👉 Sunday to Tuesday: Munich
👉 Wednesday: Switzerland
with more roundtables and investor meetings.
Our mission remains crystal clear:
Raise capital. Buy Bitcoin. Hold Bitcoin. Don’t sell. Don’t lose.
Now it’s about finalizing every step to collect the first capital and finally start buying Bitcoin.
Yes, it takes time - but we’re operating in one of the most regulated markets in the world, and building the flywheel properly is essential.
Many people say, “You can’t do this in Germany.”
We disagree.
Germany might be the largest untapped capital market in the world without a dedicated Bitcoin Treasury Company - and that’s an opportunity we’re determined to seize.
LONG BITCOIN - SHORT FIAT
Marc Guilliard
Head of Bitcoin Strategy, Nakiki SE @NakikiBTC
Launch of the First Bitcoin Bond in Germany
Next week we’re making history with @NakikiBTC - launching the first-ever Bitcoin Bond on the German capital market! 🇩🇪
In this week’s report, I want to share valuable insights about this huge step for Bitcoin and traditional finance.
📉 Market Context - Bitcoin Price Action
In the short term, Bitcoin is crashing, but that doesn’t change our long-term vision at all.
We stay laser-focused on what really matters: building the first Bitcoin Treasury Company (BTCTC) in Germany.
Short-term volatility is noise.
Long-term adoption is the signal.
And that’s exactly what we’re executing on. ⚡️
🧱 Why Our Bitcoin Bond Is a Game Changer
Many professional investors still can’t hold Bitcoin directly- whether due to regulatory restrictions, internal mandates, or volatility concerns.
Our Bitcoin Bond solves that problem:
•🔒 Limited downside through structured protection mechanisms
•💰 Steady yield via regular interest payments
•🧡 Bitcoin exposure - participation in Bitcoin’s upside
•♻️ Reinvestment to accumulate additional Bitcoin over time
It’s a true win-win setup:
Investors get regulated, lower-risk Bitcoin exposure, while Nakiki SE expands its Bitcoin treasury.
This is how we’re building the bridge between traditional finance and Bitcoin - right here in Germany.
💥 The Numbers - Up to €8 Million Authorized
We can raise up to €8 million with this initial bond.
Why only €8M?
Because this is the currently authorized capital.
After the AGM, additional capital will be approved - allowing us to scale further and roll out more Bitcoin-linked products.
🗞 Press Coverage & Market Attention
This week, multiple press articles highlighted our project.
The market is paying attention because this is completely new:
A publicly listed company offering structured Bitcoin exposure through regulated capital-market instruments.
Fully transparent. Fully compliant. 100% Bitcoin focus. ⚡️
🧭 Roadshow Kicks Off Next Week
Next week, the roadshow begins.
We’ll be traveling across Germany, meeting several investors every single day
Family Offices, Funds, Institutional Investors, and Wealth Managers.
The excitement is real. 😁
Honestly, it’s so much fun to be part of this.
It feels amazing to make history - I even bought a new shirt for the roadshow (not a T-shirt this time!). 😄
We’ve been busy finalizing everything with our custody partners, preparing materials, and handling all the paperwork to make this launch flawless.
This week, I had the pleasure of speaking alongside Markus Geisbüsch at the Institute for Financial Consulting (IFF).
We discussed our Bitcoin strategy and why a BTCTC is a real innovation in Germany’s financial landscape.
🌋 Phase 1 of Our Strategy
The Bitcoin Bond marks Phase 1 of our broader long-term strategy:
To make Bitcoin accessible to institutional investors through innovative, regulated capital market instruments.
Next week will be intense, exciting, and possibly historic.
We’re just getting started. 💥
Nakiki SE - Head of Bitcoin Strategy
Marc Guilliard
This is my third weekly update as Head of Bitcoin Strategy at Nakiki SE, giving you some insights into what’s currently happening behind the scenes.
The highlight of the week was without a doubt @saylor assessment, emphasizing the enormous potential for a Bitcoin Treasury Company in Germany.
Statements like this show that our approach to be the first pure BTCTC has international relevance and is being recognized in the broader global context.
Michael Saylor just said that in Germany there’s room for a Bitcoin Treasury Company with a size of $1 trillion ($1,000,000,000,000).
Of course, we’ve been busy again this week - holding various meetings and discussions to further refine our strategy and build new connections.
There aren’t any major announcements yet - the really decisive steps will come with our first Bitcoin purchases. We’re fully aware of that, and we want to be transparent from the start that the big milestones are still ahead of us.
The next concrete step is our roadshow starting on October 13.
We’ll be traveling across several German cities to present the Bitcoin bond and meet with professional investors.
Our goal is to raise up to eight million euros, enabling us to make the first Bitcoin purchases in early November.
We’re now entering the crucial preparation phase, and we’re excited to take this next big step forward.
It’s especially exciting for me because this will be my very first roadshow.
Of course, CEO @AndreasFW888 has done this many times before - but for me, it’s incredibly refreshing to combine both worlds: stepping into the traditional fiat environment while speaking from the perspective of a true Bitcoin Maxi.
I want to make it crystal clear that Bitcoin is not optional - it’s inevitable.
The bullish sentiment is coming back, which will definitely make things a lot easier for us.
Super excited and really looking forward to your feedback! ⚡️@NakikiBTC
Michael Saylor just said that in Germany there’s room for a Bitcoin Treasury Company with a size of $1 Trillion ($1,000,000,000,000).
Insane… what do you guys think?
Michael Saylor hat gerade gesagt in Deutschland gibt es Platz für eine Bitcoin Treasury Company in der größte von
$1 Billion ($1.000.000.000.000 )
Verrückt… Was denkt ihr?
Hey guys,
this is my second weekly report to update you on our Nakiki SE bitcoin strategy.
Everyone’s already buzzing about our first Bitcoin purchases.
We’re not quite there yet, but we’re really looking forward to the October roadshow,
where we’ll be raising capital to make those buys happen!
We’ve never seen anyone do something like that in Germany with a publicly listed stock, and we’re super excited about the market’s reaction.
This week was packed with investor and analyst meetings where we stress-tested our strategy against worst-case scenarios as market sentiment is still pretty bearish.
Key milestones this week
✅ Homepage updated
✅ Interview with CEO @AndreasFW888 published on my YT, outlining our strategy
✅ Börsengeflüster article went online
November Shareholders’ Meeting
Ahead of the November AGM, we plan to:
-Launch a straight bond
-Execute the first Bitcoin tranche purchase 🚀
-Seek approval for substantial new capital to secure long-term execution
We focused on critical questions this week:
•What if our stock doesn’t trade at a premium?
•How do we handle a long bear market?
•Can option strategies, cash reserves, or selective debt tools keep a Bitcoin yield up?
We examined cases where companies traded at a discount and how to restart the premium flywheel.
The insight is clear: trading at a premium is ideal, but even in a discount we can stay option-capable and work a premium back. Above all, Bitcoin heals itself over time - MNAV compression is temporary and the flywheel eventually spins again.
FUD
The https://t.co/R6oonQsOqU expropriations happened before Nakiki. CEO Andreas Wegerich acquired the shell after bankruptcy - unfortunately we still often see people beeing confused about this fact.
Mission unchanged:
👉 Accumulate maximum Bitcoin per share
👉 raise capital
👉 Hold bitcoin
👉 Don’t lose bitcoin
👉 Don’t Sell bitcoin
we are bullish🚀
Follow @NakikiBTC
Dear friends,
From now on I’ll keep you updated every week with a Weekly Report on how we at @NakikiBTC are executing our Bitcoin Treasury strategy - step by step, transparently and with full energy.
As Head of Bitcoin Strategy, my role is to communicate our vision, maximize BTC per share, and provide deep Bitcoin expertise.
1️⃣ Strong Start in Frankfurt: Market Sounding & Investor Meetings
Last week I was in Frankfurt together with our CEO @AndreasFW888 , presenting our project directly to investors, family offices and fund managers.
➡️ Feedback: consistently positive - though there is still plenty of education work ahead.
➡️ Conclusion: Demand for a publicly listed, pure Bitcoin Treasury Company is clearly tangible.
Our goal is crystal clear: accumulate as much Bitcoin per share as possible, hold it long term, never lose it - and never sell.
We also updated the website, which will be live soon, and reviewed various dashboards we plan to integrate.
In addition, I recorded an interview with CEO Wegerich, scheduled for release next week, sharing more insights into the Nakiki Bitcoin strategy.
I also published an interview with „DYOR“ , where we discussed the current premium compression of @Strategy , @metaplanet , @smarterwebuk & Co., and why volatility or periods of weakness do not automatically mean liquidation of BTC holdings.
2️⃣ Key KPIs
We want to deliver a “BTC Yield” to our shareholders - more sats per share over time.
To achieve this we are designing modern capital-market vehicles that help us raise capital quickly and efficiently to invest directly into Bitcoin.
We can already see in the market what works well - convertible bonds and equity dilution at an MNAV premium are particularly effective in the early stages.
We are also exploring Bitcoin-backed convertibles, as @_ALCPB has demonstrated impressively.
However, we will start with a straight bond, because until the AGM our hands are tied and we first need the corresponding capital framework approved.
3️⃣ Current Capital Framework & Next Steps
•Before the Annual General Meeting (AGM): we can currently raise up to approx. €7 million in fresh capital and invest it directly in Bitcoin.
•After the AGM: we want to secure new authorized and conditional capital.
•Goal: raise capital even more aggressively to get our Bitcoin flywheel spinning and systematically increase the Bitcoin holdings per share.
4️⃣ Nakiki SE
Nakiki is a publicly listed shell company we have taken over.
➡️ Important: The old company (formerly https://t.co/R6oonQsgBm) has nothing to do with us anymore.
➡️ Advantage: A completely new stock-market listing would have taken many months and significant cost.
➡️Disadvantage: https://t.co/R6oonQsgBm FUD, Not understanding its just a Shell😂
By acquiring Nakiki we immediately gained a fully listed vehicle - a huge strategic advantage. (A new IPO typically takes at least a year.)
5️⃣ Our Team: Bitcoin & Capital-Market Expertise Combined
With CEO Andreas Wegerich we have a genuine capital-markets professional who
-has extensive experience with convertibles, bonds and equity placements,
-understands the mechanics of dilution, and
-is bullish on Bitcoin.
This combination of Bitcoin mindset and capital-markets know-how is pure gold.
In the U.S., we are also building our team step by step: with Andreas Heine we have already brought on another seasoned capital-markets expert.
In addition, we are planning the acquisition of “Topstonks,” a two-man team with hedge-fund and banking experience.
6️⃣ Vision & Mission
Many say: “This can’t work in Germany.”
But people said exactly the same when automobiles and electricity were new.
➡️ We are convinced: every major capital market has room for multiple Bitcoin Treasury Companies.
➡️ In the long run, every company will hold Bitcoin on its balance sheet - just as today every company has a website. (@dylanleclair )
➡️ And we are proud to be the first mover in Germany
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Dear friends,
From now on I’ll keep you updated every week with a Weekly Report on how we at @NakikiBTC are executing our Bitcoin Treasury strategy - step by step, transparently and with full energy.
As Head of Bitcoin Strategy, my role is to communicate our vision, maximize BTC per share, and provide deep Bitcoin expertise.
1️⃣ Strong Start in Frankfurt: Market Sounding & Investor Meetings
Last week I was in Frankfurt together with our CEO @AndreasFW888 , presenting our project directly to investors, family offices and fund managers.
➡️ Feedback: consistently positive - though there is still plenty of education work ahead.
➡️ Conclusion: Demand for a publicly listed, pure Bitcoin Treasury Company is clearly tangible.
Our goal is crystal clear: accumulate as much Bitcoin per share as possible, hold it long term, never lose it - and never sell.
We also updated the website, which will be live soon, and reviewed various dashboards we plan to integrate.
In addition, I recorded an interview with CEO Wegerich, scheduled for release next week, sharing more insights into the Nakiki Bitcoin strategy.
I also published an interview with „DYOR“ , where we discussed the current premium compression of @Strategy , @metaplanet , @smarterwebuk & Co., and why volatility or periods of weakness do not automatically mean liquidation of BTC holdings.
2️⃣ Key KPIs
We want to deliver a “BTC Yield” to our shareholders - more sats per share over time.
To achieve this we are designing modern capital-market vehicles that help us raise capital quickly and efficiently to invest directly into Bitcoin.
We can already see in the market what works well - convertible bonds and equity dilution at an MNAV premium are particularly effective in the early stages.
We are also exploring Bitcoin-backed convertibles, as @_ALCPB has demonstrated impressively.
However, we will start with a straight bond, because until the AGM our hands are tied and we first need the corresponding capital framework approved.
3️⃣ Current Capital Framework & Next Steps
•Before the Annual General Meeting (AGM): we can currently raise up to approx. €7 million in fresh capital and invest it directly in Bitcoin.
•After the AGM: we want to secure new authorized and conditional capital.
•Goal: raise capital even more aggressively to get our Bitcoin flywheel spinning and systematically increase the Bitcoin holdings per share.
4️⃣ Nakiki SE
Nakiki is a publicly listed shell company we have taken over.
➡️ Important: The old company (formerly https://t.co/R6oonQsgBm) has nothing to do with us anymore.
➡️ Advantage: A completely new stock-market listing would have taken many months and significant cost.
➡️Disadvantage: https://t.co/R6oonQsgBm FUD, Not understanding its just a Shell😂
By acquiring Nakiki we immediately gained a fully listed vehicle - a huge strategic advantage. (A new IPO typically takes at least a year.)
5️⃣ Our Team: Bitcoin & Capital-Market Expertise Combined
With CEO Andreas Wegerich we have a genuine capital-markets professional who
-has extensive experience with convertibles, bonds and equity placements,
-understands the mechanics of dilution, and
-is bullish on Bitcoin.
This combination of Bitcoin mindset and capital-markets know-how is pure gold.
In the U.S., we are also building our team step by step: with Andreas Heine we have already brought on another seasoned capital-markets expert.
In addition, we are planning the acquisition of “Topstonks,” a two-man team with hedge-fund and banking experience.
6️⃣ Vision & Mission
Many say: “This can’t work in Germany.”
But people said exactly the same when automobiles and electricity were new.
➡️ We are convinced: every major capital market has room for multiple Bitcoin Treasury Companies.
➡️ In the long run, every company will hold Bitcoin on its balance sheet - just as today every company has a website. (@dylanleclair )
➡️ And we are proud to be the first mover in Germany
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