GTM operating view

GTM home

Build and operate a top-funnel system that continuously converts ecosystem relationships into commercially weighted, decision-quality BD handoffs.

Full Atlas →

Active account work

real conversations

BD-ready

ready to sell

Product discovery

feeding product

Researched · not contacted

addressable market

Where we are

3 active accounts across the funnel

Initial contact

0 accounts · 0%

In Discovery

1 account · 33%

Opportunity identified

0 accounts · 0%

Qualified Prospect

2 accounts · 67%

No open escalations — the funnel is unblocked.

Next best actions

The three most important moves right now

Voltage

DiscoveryUrgent

Joint technical scoping on settlement rail integration.

Commercial terms and liability model need definition before pilot.

→2

Marathon Digital Holdings

QualifiedUrgent

Schedule treasury infrastructure discovery call.

Needs clearer collateral-terms comparison vs existing revolver.

→3

Strategy

Qualified

Explore Prime Vaults narrative with treasury leadership.

BD-ready — push to close

→

GTM funnel

Real contact evidence only. Grouped by funnel stage so the account list reads like a commercial motion.

Booked 1Introduced 1Follow-up 1

Funnel

Initial contact0Early touch; fit still needs assessment.→

In Discovery1Actively checking product and revenue fit.→

Opportunity identified0A product, revenue, client, or partner path is visible.→

Qualified Prospect2Clear match; ready for sales or BD close motion.

Initial contact

0 active

No accounts in initial contact yet.

In Discovery

1 active

Voltage

Lightning / L2

GTM / Payments · July 2026

Opportunity

— define opportunity

Next step

Joint technical scoping on settlement rail integration.

DiscoveryBookedProduct discoveryEdit / move

Manage GTM placement

Edit details, move this account out of the funnel, or remove it from GTM entirely.

Established via

—

Comms

—

Service lane

Payments

Next person

Head of Partnerships

Channel

Source

Curator record

Learned: Strong interest in white-label settlement; needs API spec and SLA discussion.
Next: Joint technical scoping on settlement rail integration.

Five-pillar fit

TrePayTrdYldCap

Blocker

Commercial terms and liability model need definition before pilot.

Curator record

Opportunity identified

0 active

No accounts in opportunity identified yet.

Qualified Prospect

2 active

Marathon Digital Holdings

Mining

GTM / Banking House · July 2026

Opportunity

— define opportunity

Next step

Schedule treasury infrastructure discovery call.

QualifiedIntroducedBD-readyEdit / move

Manage GTM placement

Edit details, move this account out of the funnel, or remove it from GTM entirely.

Established via

—

Comms

—

Service lane

Next person

CFO or Head of Treasury

Channel

Email + Zoom

Source

Mock source — internal notes

Learned: Confirmed multi-custody setup; evaluating working-capital alternatives for Q3.
Next: Schedule treasury infrastructure discovery call.

Five-pillar fit

TrePayTrdYldCap

Product signal ·

CFO wants BTC-collateralized opex facility without selling coins.

Blocker

Needs clearer collateral-terms comparison vs existing revolver.

Mock source — internal notes →

Strategy

Treasuries

GTM / Capital Markets · July 2026

Opportunity

— define opportunity

Next step

Explore Prime Vaults narrative with treasury leadership.

QualifiedFollow-upBD-readyEdit / move

Manage GTM placement

Edit details, move this account out of the funnel, or remove it from GTM entirely.

Established via

—

Comms

—

Service lane

Next person

Unknown

Channel

Channel pending

Source

Curator record

Learned: Treasury team evaluating multi-institution custody governance models.
Next: Explore Prime Vaults narrative with treasury leadership.

Five-pillar fit

TrePayTrdYldCap

Curator record

Exited

8reason + date · one-click restore

CleanSparkMoved out of the funnel2026-07-25

Riot PlatformsMoved out of the funnel2026-07-25

MetaplanetMoved out of the funnel2026-07-25

Block, Inc.Moved out of the funnel2026-07-25

LightsparkMoved out of the funnel2026-07-25

Strike Global (mock)Moved out of the funnel2026-07-25

Off the Chain CapitalMoved out of the funnel2026-07-25

Bitwise Asset ManagementMoved out of the funnel2026-07-25

Addressable market

Researched and mapped, not yet contacted. Kept as a watchlist — this is the pool to pull from, not GTM progress.

Primary· not contacted

Mining & hashrate infrastructure

Miners are the clearest first wedge: they have constant fiat/BTC treasury pain, credit needs, banking friction, and operational complexity that Lunar Rails can simplify.

25researched12 to reach outExpand ↓

If we win this segment, they need

Treasury ops25Credit23Fiat rails9Payments2

Braiins

Reach out next

Software/Miner. Global.

Payments / Treasury ops16-17 EH/s pool hashrate plus sub-1 EH self-mining operation

AmityAge

Reach out next

Miner. Paraguay, Ethiopia.

Credit / Treasury opsSub-1 EH

Create or match the entity before changing GTM placement.

Power Mining

Reach out next

Infrastructure. Europe, including container deployments in various countries.

Credit / Treasury opsNo self-mining operations

Create or match the entity before changing GTM placement.

Arthur Inc.

Reach out next

Infrastructure/Miner. United States, Brazil.

Credit / Treasury opsNo self-mining operations

Create or match the entity before changing GTM placement.

Cholla Energy

Reach out next

Miner. United States, primarily Texas.

Credit / Treasury opsSub-1 EH

Create or match the entity before changing GTM placement.

Guardrail Mining

Reach out next

Infrastructure. United States, mainly Texas and other states.

Credit / Treasury opsNo self-mining hashrate

Create or match the entity before changing GTM placement.

Soluna Holdings

Reach out next

Miner/Infrastructure. United States (Texas, Kentucky).

Credit / Treasury opsHosting only

Bitkern

Reach out next

Miner/Infrastructure. Europe, North America, South America, Africa, Asia.

Credit / Treasury ops10+ sites; about 5 EH/s

Create or match the entity before changing GTM placement.

GoMining

Reach out next

Miner/Financing. Global customer base.

Credit / Treasury opsAbout 15 EH/s

Create or match the entity before changing GTM placement.

Showing 9 of 25 · sorted by research priorityOpen segment →

Secondary· not contacted

Bitcoin treasury companies

Treasury companies need custody, execution, reporting, governance, and market-infrastructure partners, but the wedge must be sharper than “we help with Bitcoin”.

6researchedExpand ↓

If we win this segment, they need

Treasury ops6Custody workflow6Fiat rails4Liquidity1

Metaplanet

Not contacted

Asia-listed treasury company building a Bitcoin standard for Japanese capital markets.

Treasury ops / Custody workflow / LiquidityResearch signal

Semler Scientific

Not contacted

Useful contrast to pure Bitcoin treasury vehicles.

Treasury ops / Fiat rails / Custody workflow

Create or match the entity before changing GTM placement.

Twenty One Capital

Not contacted

Important market benchmark for treasury-company formation and service expectations.

Treasury ops / Fiat rails / Custody workflow

Create or match the entity before changing GTM placement.

Block, Inc.

Not contacted

Operates Cash App and pays attention to Bitcoin both as treasury and product.

Treasury ops / Payments / Custody workflowResearch signal

Tesla

Not contacted

Not a near-term target, but still a reference point for corporate Bitcoin custody/reporting.

Treasury ops / Fiat rails / Custody workflowBenchmark

Create or match the entity before changing GTM placement.

Block

Not contacted

More product-native than most treasury accounts; useful for category context.

Treasury ops / Fiat rails / Custody workflow

Create or match the entity before changing GTM placement.

6 researchedOpen segment →

Watching· not contacted

Family offices & private wealth

Private wealth is relationship-led. The product is trust, custody confidence, reporting, estate continuity, and advisor-safe packaging.

7researched3 to reach outExpand ↓

If we win this segment, they need

Treasury ops7Custody workflow7Liquidity1Fiat rails1

Off the Chain Capital

Reach out next

Bitcoin-focused alternative asset manager serving family offices and HNW.

Treasury ops / Custody workflow

Bitcoin-native wealth managers

Reach out next

They already have client intent but may need better rails, reporting, and jurisdictional support.

Treasury ops / Custody workflow / LiquidityChannel leverage

Create or match the entity before changing GTM placement.

Trusted advisor networks

Reach out next

Accountants, lawyers, and family-office operators can introduce demand if the package feels safe.

Treasury ops / Custody workflow

Create or match the entity before changing GTM placement.

Bitwise Asset Management

Not contacted

Crypto-native asset manager bridging traditional allocators into BTC.

Treasury ops / Custody workflowResearch signal

Multi-family offices

Not contacted

High trust bar; useful for understanding required reporting and governance.

Treasury ops / Custody workflowBenchmark

Create or match the entity before changing GTM placement.

HNW Bitcoin holders

Not contacted

May need estate, custody, and banking rails rather than investment advice.

Treasury ops / Fiat rails / Custody workflow

Create or match the entity before changing GTM placement.

Private banks

Not contacted

They own trust and relationships, but are often weak on Bitcoin-native services.

Treasury ops / Custody workflowBenchmark

Create or match the entity before changing GTM placement.

7 researchedOpen segment →

Secondary· not contacted

Lightning, L2 & payments infrastructure

Lightning and L2 infrastructure is the payments/adoption lane: liquidity, payouts, merchant flows, wallets, and Bitcoin-native settlement infrastructure.

6researched2 to reach outExpand ↓

If we win this segment, they need

Payments6Treasury ops4Fiat rails4Liquidity2

NiceHash

Reach out next

Good crossover between mining demand, payouts, liquidity, and Lightning/payment flows.

Treasury ops / Fiat rails / Payments

Create or match the entity before changing GTM placement.

Breez

Reach out next

Useful benchmark for how Lightning infrastructure gets embedded into real products instead of sold as protocol jargon.

Treasury ops / Fiat rails / PaymentsResearch signal