§ 02 · sunny ray holding · bitcoin treasury
Bitcoin
as strategy.
MicroStrategy made headlines; most companies stall on policy, counterparties, accounting language, liquidity, custody defaults, governance, regulator posture, vendor risk. I didn’t theorize. I spent fifteen years earning scar tissue operating through hostile banking and contested categories.
Where I help boards and CEOs
- Mandates that survive lawyers and auditors: Policies that won’t crumble on year-one volatility or Q2 board panic.
- Capital structure as product: How treasury fits issuance, warrants, staking claims, treasury vehicles, treasury-related BD.
- Operational plumbing: Exchange counterparties vs self-custody tradeoffs, not religion, suitability. Flow of funds humans can defend when something breaks Friday 4pm.
- Compliance & culture: Regimes differ; tone-deaf cowboy energy gets bank accounts nuked quietly. Prudence buys runway.
- Business development leverage: Where bitcoin strategy opens markets, miners, infra, partners, treasury-as-distribution, you name it.
Honest exclusions
I’m not your tax lawyer (I work with sharp ones) or your magic “token go up” salesperson. When the ask is fiduciary-grade execution on something that survives boards, banks, hostile press cycles, regulators, spouses, auditors: that’s the lane.
How we start
Structured diagnostic on goals, jurisdictions, treasury size, stakeholder map, timelines. Either it’s actionable within two calls or I say so plainly.
Engagements run as three-month packages: policy, counterparties, and governance fill the first month, and a treasury position a board signs off on does not happen in 30 days.
If treasury is reputational, not just ornamental, bring the operators to the conversation.
Book a free call →