What Makes a Bitcoin Treasury Company Successful? | Bitcoin 2026

fter the great DAT correction, what actually makes a Bitcoin treasury company successful? At the Bitcoin 2026 Conference, Sora Ventures founder Jason Fang sits down with Nakamoto Inc. COO Amanda Fabiano and Bitplanet CEO Paul Lee for a sharp post-bear-market reset on Bitcoin treasury strategy. They cover why Bitcoin-per-share is no longer the right metric, how Korea's positive regulatory regime creates a unique moat, and why management track record matters more than NAV premium. Plus, why bear markets are the best time to build.

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🔶 Moderator: Jason Fang - Sora Ventures
🔶 Paul Lee - Bitplanet
🔶 Amanda Fabiano - Nakamoto Inc.

Chapters:
01:14 — Paul Lee On Building Bitplanet Into Korea's Only Growing Bitcoin Treasury
03:31 — Amanda Fabiano On Nakamoto's Public Company Transition Post-Health Care Merger
05:50 — Why A Strong Bitcoin Treasury Is First A Strong Company: Paul Lee's Framework
07:16 — Bear Markets Are Built For Building: Nakamoto's M&A & Hiring Pipeline
09:33 — From Miners To DATs: How Wall Street Analysts Learned Bitcoin
10:53 — Korea's Positive Regulatory Regime & The Institutional Bitcoin Gap
13:14 — Bitplanet As The Defensible Category Definer In Korean Capital Markets
15:54 — Beyond NAV And Bitcoin-Per-Share: New Metrics For DAT Evaluation
18:22 — Closing Advice: Why Management Track Record Beats X Followers

#Bitcoin #BitcoinTreasury #DAT #DigitalAssetTreasury #SoraVentures #Nakamoto #Bitplanet #JasonFang #AmandaFabiano #PaulLee #Metaplanet #Strategy #BitcoinConference #Bitcoin2026 #BitcoinMagazine #Korea #KOSDAQ #InstitutionalBitcoin #BitcoinPerShare #NAV #BitcoinEquity #BitcoinReserve #PublicCompany #BitcoinIR #BitcoinMA #BitcoinOperating #AsianBitcoin #BitcoinAsia #BitcoinStrategy #BitcoinAdoption #SoundMoney

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