Bitcoin & Treasury Strategy for Businesses

Tailored Advisory Services for CFOs & Financial Decision-Makers

Protect your corporate assets from inflation and optimize your treasury strategy with Bitcoin. We develop a customized solution that precisely meets your company's needs – with a focus on security, liquidity, and regulatory compliance.

🔹 Data-based analysis of your finances (balance sheets, profit and loss accounts, cash flow, treasury structure)
🔹 Strategic consulting for Bitcoin integration (if & how Bitcoin makes sense)
🔹 Secure purchase & custody strategy (self-custody, custody, multi-sig, ETFs)
🔹 Risk management & compliance (regulatory aspects & tax strategy)

Why Bitcoin for Business?

💰 Protection against inflation: Cash loses purchasing power every year – Bitcoin can provide long-term protection.
⚡ Optimize your liquidity strategy: Flexible custody solutions for your company.
📊 Data-driven treasury planning: Optimal strategy based on cash flow & balance sheet.

Our Services – Strategic Bitcoin Advisory for Businesses

1. Bitcoin Treasury Assessment: Is Bitcoin a Viable Addition to Your Business?

✔ Comprehensive financial analysis: In-depth review of balance sheet, cash flow, P&L, and treasury reserves
✔ Risk assessment & scenario analysis: Evaluating the impact of Bitcoin on your corporate finance strategy
✔ Strategic action plan: Customized options to optimize your treasury reserves

2.Bitcoin Treasury Master Plan: From Strategy to Execution

Includes all features of the Treasury Assessment, plus:
✔ Tailored Bitcoin investment strategy: Detailed analysis of whether and how Bitcoin fits into your corporate treasury
✔ Optimal purchase strategy: Direct purchase, Bitcoin ETF, OTC desk—tailored to your company’s needs
✔Secure custody solutions: Multi-sig, regulated custodians, self-custody, or hybrid storage solutions
✔ Regulatory & tax compliance: Full compliance check & risk assessment for your business
✔ Implementation roadmap: Step-by-step guidance for secure & tax-optimized Bitcoin integration

3. Bitcoin Treasury Excellence: Long-Term Optimization & Advisory

Includes all features of the Treasury Assessment & Master Plan, plus:
✔ Ongoing treasury optimization & strategic adjustments based on market changes
✔ Regular strategy updates & compliance reviews
✔Workshops & training for your finance & treasury team
✔ Direct support during implementation & strategy refinement
✔ Dedicated advisory & priority support for your company

>>Request Free Consultation<<

How We Work – Our Approach

🔹 Data-driven analysis: We evaluate your balance sheets, P&L, and cash flow to determine the best strategy.
🔹 Customized solutions: Tailored Bitcoin integration based on your company’s goals—whether liquidity, security, or cost efficiency is your priority.
🔹 Regulatory security: Ensuring that your Bitcoin integration is compliant and tax-optimized.

FAQ

1. What Are the Regulatory Risks of Holding Bitcoin?

he regulatory landscape for Bitcoin is evolving rapidly, especially in DACH (Germany, Austria, Switzerland) and the EU. While Bitcoin is not considered legal tender in most jurisdictions, its regulatory status is becoming increasingly clear, improving legal and strategic planning certainty for businesses.

1. Regulatory Clarity Is Increasing – Governments Are Regulating, Not Banning

MiCA Regulation (EU):
Starting in 2024/25, the Markets in Crypto-Assets Regulation (MiCA) will establish a uniform legal framework for cryptocurrencies across the EU.
- Companies can hold Bitcoin on their balance sheets without requiring additional licenses.
- MiCA enforces strict security and compliance standards for crypto service providers, ensuring that businesses work with better-regulated partners.
- Impact: Increased legal clarity and fewer uncertainties for CFOs.
DACH Region:
- Germany (BaFin): Bitcoin is classified as a crypto asset and does not require a license for companies holding it for themselves. A license is only required for entities that custody or trade Bitcoin on behalf of third parties.
- Austria (FMA): Crypto-assets are allowed for corporate treasuries, but they must comply with standard tax and accounting regulations.
- Switzerland (FINMA): Switzerland has one of the clearest regulatory frameworks for Bitcoin, allowing companies to hold it on their balance sheets without additional restrictions.

2. Tax Treatment in DACH – Key Differences to Consider

Germany: Bitcoin gains are subject to corporate and trade tax—there is no tax exemption for companies holding Bitcoin long-term.
Austria: Since 2022, crypto gains are taxed like capital gains, falling under corporate tax rules.
Switzerland: Bitcoin is treated as an asset and subject to capital tax. Unlike Germany, it can be revalued upward if the market price increases (a tax advantage).

3. Accounting Treatment Under IFRS, HGB & Swiss GAAP – A Challenge for CFOs

Bitcoin is not classified as cash and is accounted for as an intangible asset or financial investment.
IFRS:
- Measured at acquisition cost.
- Impairment (losses) must be recognized, but gains are only realized upon sale.
HGB/UGB (Germany/Austria):
- Strict lowest-value principle—losses must be recognized immediately, but gains do not need to be recorded.
Swiss GAAP FER:
- Bitcoin can be revalued upwards, making it more flexible for financial reporting.

4. Compliance & Security Aspects – Protecting Against Risks

KYC/AML Requirements: Companies must ensure their Bitcoin reserves do not come from illegal sources. Many financial regulators are using blockchain analysis tools for enhanced oversight.
Custody: CFOs should rely on professional custody solutions with insurance, such as BitGo, Coinbase Custody, or Swiss banks like SEBA/Sygnum. More details are available in our blog post.
Regulated Partners: By 2025, only MiCA-licensed crypto exchanges and custodians will be allowed to operate in the EU, enhancing corporate security.

5. Regulatory Risks Are Manageable

Regulatory clarity in DACH and the EU is improving, making it legally secure for companies to hold Bitcoin. By selecting a regulated partner and developing a clear treasury strategy, compliance risks can be minimized.

💡 Need a tailored strategy?
We help businesses navigate Bitcoin’s regulatory landscape and develop custom treasury strategies. While we do not provide legal or tax advice, we collaborate with experienced tax advisors and legal experts and can recommend trusted partners to ensure your specific requirements are met professionally.

2. How Can We Ensure the Secure Custody of Our Bitcoin?

The custody of digital assets is a key concern for businesses—but proven institutional solutions are now available. Bitcoin can be stored more securely than physical valuables, provided the right security measures and processes are in place. Companies have two main options:

1. Self-Custody – Maximum Control but Greater Responsibility

Hardware Wallets & Multi-Signature Solutions:

Companies wanting full control over their Bitcoin can use their own hardware wallets (e.g., Ledger, Trezor).
Multi-signature wallets (e.g., 2-of-3 or 3-of-5 signatures) prevent a single individual from making unauthorized transactions.
Backup strategies are crucial: Seed phrases should be securely stored and geographically distributed to minimize theft or loss risks.

2. Custody by Specialized Third-Party Providers – Regulated Custody Solutions

Companies can entrust their Bitcoin holdings to regulated institutional crypto custodians with high-security standards.

Notable Providers:

Coinbase Custody: Regulated custody with insurance coverage, tailored for businesses.
Fidelity Digital Assets: Crypto custody for institutional investors.
BitGo Trust: Insurance coverage of up to $250 million for stored Bitcoin.
Swiss Banks (SEBA & Sygnum): Regulated crypto banking services with institutional-grade security.

Why Choose Third-Party Custody?

Assets are primarily stored offline (Cold Storage).
Access requires multi-level authentication and multi-signature approvals.
Insurance against theft and internal fraud provides additional security.

3. Choosing the Right Custody Solution

Need high security & control? → Self-custody with multi-signature.
Want regulated custody & insurance? → Use a custody provider with insurance.
Prefer a hybrid solution? → Partial custody with a service provider & backup wallets for self-custody.

4. Secure Custody Is About Strategy, Not Just Technology

Modern solutions make Bitcoin custody at least as secure as that of securities or physical precious metals. The choice between self-custody or professional custody services depends on corporate strategy, compliance requirements, and internal resources.

3. What Are the Security Risks – Are Our Bitcoin Holdings Safe from Hackers and Loss?

Cybersecurity is a top priority for Bitcoin, as transactions are irreversible. The good news: The Bitcoin blockchain itself has never been hacked—all known security incidents involved poorly secured exchanges, wallets, or user errors. The biggest risk lies in private key management, not the technology itself.

1. Bitcoin Itself Is Secure – Key Management Is Crucial

The Bitcoin blockchain remains immune to manipulation and attacks due to its decentralized structure and Proof-of-Work security.
Hacks occur due to poor custody practices—weakly secured exchanges, compromised passwords, or single, unprotected keys.

2. Proven Security Measures Against Hacks

Professional custody solutions use multi-layered security architectures to minimize attack vectors and internal risks:

Multi-signature wallets prevent single-user control over funds.
Cold Storage keeps Bitcoin offline, making remote hacks impossible.
Strict internal security protocols such as segregation of duties, four-eyes principle for transactions, and audit trails prevent internal fraud.
Audited custodians (e.g., BitGo, Coinbase Custody, SEBA Bank) undergo regular security reviews and offer insurance coverage up to $250 million against loss or theft.

3. Internal Security Measures for Businesses

Hardware wallets with geographically distributed key storage (e.g., Ledger, Trezor).
Emergency recovery plans to prevent single-point-of-failure key losses.
Regular security audits & penetration testing to protect Bitcoin as rigorously as other financial assets.

4. Security Is About Architecture, Not Just Technology

With modern security mechanisms, Bitcoin can be more securely stored than traditional assets or bank accounts. Insider fraud and hacking risks can be mitigated through Cold Storage, Multi-Signature solutions, and audited custody providers.

4. Does Bitcoin Really Offer Inflation Protection for Our Cash Reserves?

Bitcoin is often referred to as "digital gold" – a scarce, decentralized asset with a fixed supply of 21 million units. While cash reserves on corporate balance sheets lose purchasing power during times of expansionary monetary policy and high inflation, Bitcoin cannot be arbitrarily increased, potentially serving as a hedge against currency devaluation.

1. Cash vs. Bitcoin – Why Fiat Liquidity Is Melting Away

"Cash is a melting ice cube," says Michael Saylor, CEO of MicroStrategy, who views Bitcoin as a solution to the purchasing power problem.
Expansionary monetary policies by central banks increase the money supply over time, reducing the real purchasing power of corporate reserves.
Historically, scarce assets (such as gold, real estate, and Bitcoin) have performed better against inflation than cash or bonds.

2. Bitcoin as an Inflation Hedge – Data & Real-World Examples

Long-Term Performance:

No investor who has held Bitcoin for four years or longer has ever been at a loss, regardless of short-term volatility.

CFOs Using Bitcoin as a Hedge Against Currency Devaluation:

Sidra Qasim (CFO of Atoms): "No traditional financial product has kept up with inflation – Bitcoin is currently the only viable option."
Vlad Prantsevich (CFO of Solidion): "Bitcoin is our hedge against government fiscal policies and inflation."

More than 80 publicly traded companies worldwide have integrated Bitcoin as a treasury reserve asset, including MicroStrategy, Tesla, and Block.

3. Why CFOs Should Consider Bitcoin as a Strategic Reserve

Bitcoin can provide companies with an alternative to cash reserves by protecting against purchasing power loss while offering long-term value appreciation potential. However, the decision to allocate Bitcoin should be made with a well-defined treasury management plan that accounts for liquidity needs, risk tolerance, and regulatory considerations.

5. Isn't Bitcoin Too Volatile for Our Balance Sheet?

Yes, Bitcoin experiences greater price fluctuations than traditional assets, which is why many CFOs perceive volatility as a risk. However, long-term data suggests that as Bitcoin matures, it becomes more stable and remains a valuable strategic reserve asset despite its volatility.

Some financially strong companies even see volatility as an opportunity. For instance, Solidion’s CFO argues that significant value potential naturally comes with fluctuations – which can be managed through limited allocation and dollar-cost averaging.

In other words, a small, strategic Bitcoin allocation (e.g., 1–5% of liquid assets) over a long-term horizon can improve the risk-return profile without excessively jeopardizing the overall balance sheet.

Any Questions? Looking for More Information or Case Studies?

Do you have further questions or need detailed case studies, market analysis, or personalized advisory services? We are happy to assist you.

Feel free to use our contact form or email us directly: ✉ info@jbgsmining.com

Our team responds quickly and without obligation. Let’s explore how Bitcoin can optimize your treasury strategy together.