Learn · Course
Zero to Bitcoin Treasury
Bitcoin is showing up on more corporate balance sheets every quarter. This course walks you through the full playbook: how to check if your company can afford it, how to pick a strategy, how to store it safely, and how to buy it and account for it. No hype. Just the framework.
Length7 lessons · ~88 min
ForCorporate teams, Bitcoin companies, institutional allocators, and anyone else learning
Good forCEOCFOTreasurersBoard DirectorsFinancial AdvisorsCapital Allocators
- 01Assess your cash and capital positionSeparate the cash you must spend from the cash you can afford to hold. That surplus is where a first Bitcoin allocation lives.~8 min
- 02Clarify your strategic objectivesPick your Bitcoin strategy before you buy. The 'why' shapes every downstream decision — allocation, custody, reporting, communication.~7 min
- 03Engage the key stakeholdersEvery stakeholder brings different concerns. Prepare the right document for each — model, briefing, framework, policy — and the conversation goes much faster.~7 min
- 04Choose an allocation strategyFour ways to accumulate Bitcoin: use existing cash, raise capital, earn it through operations, or convert other assets. Most companies eventually mix them.~7 min
- 05Determine your custody and security modelCustody comes in three shapes: self-custody, third-party custody, and distributed (multi-signature). Pick the one that matches your risk tolerance, expertise, and operational capacity.~8 min
- 06Execute the Bitcoin purchaseThe execution phase is where things go wrong most often. Use trusted partners, test the plumbing before the real trade, and move Bitcoin into cold storage immediately.~8 min
- 07Integrate Bitcoin into financial operationsBitcoin lives in the books at fair value under ASC 350-60. Match it with strong internal controls, clear tax treatment, and transparent disclosures — and the auditor conversation gets much simpler.~8 min