Bitcoin treasury companies have multiplied over the past year as public market investors look for new ways to gain exposure to the asset. While many of those vehicles are concentrated in North America and Europe, OranjeBTC is taking a different path.
The company is building the largest Bitcoin treasury in Latin America with a strategy tailored to regional economic realities.
During a recent interview with TheStreet Roundtable, Sam Callahan, director of market research and strategy at OranjeBTC, outlined why the company believes geography matters in the next phase of Bitcoin adoption.
OranjeBTC's Advantage
OranjeBTC currently holds 3,722 Bitcoin, making it the largest Bitcoin treasury company in Latin America. That scale is intentional.
“One of the moats that you have with a Bitcoin treasury company is scale,” Callahan said. “When you have a large Bitcoin treasury company you have a lot of optionality in terms of what you can do.”
With a large balance, treasury companies can explore structured products, derivatives strategies, and other capital markets tools that smaller players cannot access efficiently.
Liquidity is another advantage. Callahan said this allows OranjeBTC to issue securities backed by Bitcoin and potentially generate income through derivatives strategies.
Regional Importance
Jurisdiction may be the most important differentiator. Latin America faces persistent currency instability and inflation across multiple countries. Callahan explained that this environment creates demand for Bitcoin exposure that does not exist to the same degree in more stable economies.
“That region desperately needs Bitcoin due to currency debasement and instability,” he said.
OranjeBTC is also one of the only publicly listed vehicles in the region that offers Bitcoin exposure in a way that complies with institutional investment mandates.
“There were not that many publicly listed vehicles that were compliant with investment mandates to get Bitcoin exposure in that region,” Callahan said.
That gap shaped the company’s strategy from the start.
Digital asset treasury companies are increasingly judged on balance sheet discipline rather than price speculation alone. OranjeBTC is positioning itself within that framework, focusing on long term accumulation, education, and access.
In a market crowded with similar strategies, OranjeBTC is betting that geography, scale, and capital markets discipline can still create a durable edge.