Primary targets
1
Entities that deserve account briefs, owner assignment, and concrete outreach or follow-up.
SecondaryNext focusGTM / Capital markets
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”.
Weekly question
Which treasury companies have enough operational complexity to need a specialist Banking House layer?
Accounts
8
Primary
1
Freshness
Live board
Next visible action
Explore Prime Vaults narrative with treasury leadership.
Lead list
Reachability is derived from outreach evidence. Market size is each company's own estimated revenue, computed from monthly Bitcoin production by industry vertical. LR contract value is our expected take — 50% of their Bitcoin trades at a 30 bps OTC spread — not their whole output.
Companies
8
Already talking
1
Can continue
0
Can contact
1
No path yet
6
0 unreachable
Market size / yr
Not sized yet
3 live rows
LR contract value / yr
Not sized yet
50% of trades · 30 bps
Account pipeline
Daily driver
The full mining lead list: company, vertical, reachability, contact owner, scale, conversion potential, and the next move. Filter by any of them; select a row for the supporting Atlas context.
8 of 8 accounts
Treasuries | United States | High / benchmark | — | — | Explore Prime Vaults narrative with treasury leadership. | |||
Treasuries | Japan | Research signal | — | — | Introduce APAC custody + yen settlement capabilities. | |||
Treasuries | United States | Research signal | — | — | Map Cash App crypto leadership for product-fit conversation. | |||
Treasuries | — | No path yet | GTM / Capital markets | TBD - qualify | — | — | Medium | Identify governance and execution pain points from filings. |
Treasuries | — | No path yet | GTM / Capital markets | TBD - qualify | — | — | Low | Track structure, partners, and institutional rails. |
Treasuries | — | No path yet | GTM / Capital markets | Benchmark | — | — | Low | Only update when treasury posture changes. |
Treasuries | — | No path yet | GTM / Capital markets | TBD - qualify | — | — | Low | Watch, do not prioritize. |
Treasuries | United States | Unassessed | — | — | Find a reach-out path. |
Segment totals
How much of the industry this board adds up to: companies engaged, their combined market size, share of each vertical, and who owns what. Shares and industry totals are estimates from the sized companies.
Engaged accounts
1
talking + can continue
Market represented / yr
Not sized yet
Share of industry
—
of ~$10.4B/yr mining
Companies on board
8
1 verticals
By vertical
| Vertical | Companies | Market represented / yr | Share of vertical |
|---|---|---|---|
| Treasuries | 8 | — | — |
By contact owner
GTM / Capital markets5GTM / APAC1GTM / Capital Markets1GTM / Payments1
Segment brief
What this page is for
Secondary targets
1
Useful opportunities to keep warm without letting them steal the week's focus.
Watching
1
Benchmarks and market signals that should inform the segment, not become the GTM list.