Balance Sheet

YTD Daily BTC Rate

Average daily BTC added since year start.

What the term means

YTD Daily BTC Rate measures the average number of bitcoins a company has added to its treasury per calendar day since January 1 of the current year.

(Current BTC holdings − Jan 1 BTC holdings) ÷ Calendar days since Jan 1

The output is a daily run-rate such as +176 BTC/day, +41 BTC/day, or +0.7 BTC/day. It smooths lumpy purchase schedules into a single velocity figure that updates every day.

Why the term matters for Bitcoin treasury companies

Raw stacking speed

In a fixed-supply race, 200 BTC/day beats 50 BTC/day every single time. The higher the daily rate, the faster a treasury captures irreversible slices of the 21 million cap.

Flywheel health in one number

Sustained high daily rates prove the capital-raising → deployment loop is humming. A drop from 150 BTC/day to 20 BTC/day screams premium compression or an ATM shutdown. Rising rates justify instant multiple expansion.

Projection power

Annualize the number (BTC/day × 365) to see who will dominate by year-end. A +200 BTC/day run-rate implies +73,000 BTC this year—enough to leapfrog every peer. Markets price in that trajectory months in advance.

Comparative horse-race clarity

Leaderboards now sort by YTD Daily BTC Rate, not just total holdings. A mid-sized stacker printing +80 BTC/day trounces a giant stuck at +10 BTC/day in perceived momentum.

Institutional sizing trigger

Many pension funds and sovereign desks screen for minimum daily accumulation velocity. Sustained +50 BTC/day earns a “serious player” tag; +150 BTC/day becomes a core macro position. Sub +5 BTC/day is noise.

Capital-raising justification

Management points to a +250 BTC/day cadence to defend billion-dollar ATMs: “We’re buying a quarter of new supply every 24 hours.” Falling rates kill raise windows instantly.

Takeover defense signal

Sub-1× mNAV treasuries printing <10 BTC/day are dead money and ripe for activists. High-velocity stackers are untouchable—any raider knows they will raise and add 50,000 BTC before a deal closes.

Narrative rocket fuel

Clean daily numbers (“this company adds 200 Bitcoin every day”) are viral catnip for media, driving retail FOMO and premium expansion across the sector.

Bottom line

YTD Daily BTC Rate is the sector’s velocity meter. +100 BTC/day equals world-class compounding, permanent premium, unstoppable momentum. +10 BTC/day is treading water; <+1 BTC/day is a dead strategy. With only ~900 new coins mined daily, the highest daily rate wins the future supply race.

How BitcoinQuant incorporates it

We recompute the metric each night from holdings snapshots—(Current BTC − Jan 1 BTC) ÷ trading days elapsed. It powers the velocity leaderboard, momentum alerts when rates break key thresholds (for example, +25, +50, +100 BTC/day), and scenario planners that annualize the current pace for capital-markets teams.