David Bailey, CEO of Nakamoto, has been announced as a speaker at the upcoming Bitcoin Treasuries Conference in New York City on September 28, 2026. Nakamoto, known for its significant Bitcoin holdings, is reportedly planning to launch “MicroStrategy Squared,” a global treasury company, following substantial Bitcoin acquisitions. This move is part of Bailey’s strategy to accumulate Bitcoin on the balance sheet, reminiscent of MicroStrategy’s approach under Michael Saylor. The Bitcoin Treasuries Conference will provide a platform for Bailey to discuss these developments, which may indicate continued institutional interest in Bitcoin.
Key Takeaways
- Bailey’s participation at the conference suggests continued institutional interest in Bitcoin, potentially impacting market perceptions.
- The announcement of “MicroStrategy Squared” indicates a strategic emphasis on Bitcoin accumulation, which could influence corporate treasury strategies.
- Market pricing appears supportive of Bitcoin reaching higher valuations, as indicated by increased YES odds for Bitcoin price targets.
What to Watch
Markets will be observing the Bitcoin Treasuries Conference for further insights into institutional strategies toward Bitcoin. Any announcements from Bailey regarding Nakamoto’s future plans could impact market pricing perceptions. Additionally, broader market conditions and regulatory developments remain critical factors in assessing Bitcoin’s potential price trajectory toward the $200,000 mark by the end of 2026.