Our Strategy

1. Positioning: Become a High-Conviction Bitcoin Treasury Company

“We are a public bridge to Bitcoin. Our mission is to accumulate as much Bitcoin as possible while building long-term shareholder value.”

• Define our identity clearly: Bitcoin-first, real estate-second.
• Make Bitcoin the core narrative, not just a passive holding.
• Emphasize the intention to consistently accumulate BTC over a 4-year timeline, regardless of short-term volatility.

2. Capital Allocation Model (Example Plan)

Fundraising Source.                                           Allocation Strategy

Regulation CF raises                                             80% Bitcoin treasury, 20% real estate

Founders' contributions                                      100% BTC (signals alignment & conviction)

Revenue from properties.                                   Reinvest 50%+ net income into Bitcoin

3. Create Investor Metrics Beyond Traditional EPS

Educate investors to track Bitcoin-native metrics, like:

• BTC per share (e.g., how many satoshis a shareholder indirectly owns)
• Bitcoin-adjusted NAV
• BTC cost basis vs. market value
• Shareholder value vs. BTC appreciation

This turns our stock into a Bitcoin proxy, which is what drives speculation.

4. Communicate Like a Bitcoin Evangelist

• Use a strong, consistent voice (think Michael Saylor) in your:
  • Slide decks
  • Social media
  • Investor videos
  • Press releases
• Explain the logic of Bitcoin as a superior treasury asset: scarce, deflationary, incorruptible.
• Add charts (e.g., Bitcoin vs. M2 money supply, Bitcoin adoption curves).

5. Enhance Leverage Through Stock Supply Management

If possible:

• Keep the float low to enhance volatility upside.
• Reward early/founding shareholders with bonus shares, but limit future dilution.
• As value grows, use stock as currency to buy more Bitcoin or acquire companies.

6. Become the Branded Bitcoin Vehicle

When investors ask, “How can I get exposure to Bitcoin and also be part of something bigger?”, the answer should be:

“Buy Brickyard Holdings stock — it’s the high-conviction, community-owned Bitcoin vehicle that’s building generational wealth.”

Why Some Bitcoin Treasury Companies See Significant Stock Price Gains

1. Strong Brand & Market Positioning

• Companies like MicroStrategy benefited because they branded themselves explicitly as a Bitcoin play.
• Investors saw them as a proxy for Bitcoin exposure, especially for those who couldn’t or wouldn’t buy BTC directly.

2. Aggressive Accumulation Strategy

• Firms that go big and early in their Bitcoin purchases often outperform.
• Example: MicroStrategy borrowed billions to buy Bitcoin — investors saw this as conviction and long-term commitment.

3. Clear Communication and Narrative

• These companies educate investors and position Bitcoin as a strategic asset for growth, an inflation hedge, and financial sovereignty.
• They often have CEO champions like Michael Saylor who articulate the vision.

4. Scarcity and Speculation

• In a bull market, speculative demand drives capital into any company holding BTC — especially small-cap firms, where stock price can move more easily.
• Investors bet that these firms will be worth more simply due to their BTC holdings.

5. Leverage to Bitcoin Price

• If Bitcoin's price surges 200%, and the company’s valuation is largely tied to that Bitcoin, the market cap can surge disproportionately.
• Small floats + high Bitcoin sensitivity = explosive potential.

Why Some Bitcoin Treasury Companies Don’t See Stock Price Gains

1. Poor Execution or Risk Management

• Companies that buy at the top and sell at the bottom, or mismanage cash flow, lose investor confidence.
• Selling Bitcoin during downturns (vs. holding long-term) is often viewed negatively.

2. Lack of Strategic Clarity

• If a company adds Bitcoin without a clear plan, investors may see it as a gimmick or distraction.
• Especially true for companies with no operational tie to digital assets.

3. Dilution or Overleverage

• If the company issues too much equity or takes on excessive debt to buy BTC, investors fear dilution or default risk.
• Market punishes reckless balance sheet decisions.

4. Minimal Exposure

• Some firms hold small or symbolic amounts of Bitcoin — not enough to move the needle.
• The market doesn’t price in these holdings unless they’re material to the company’s value.

5. Poor Timing or Market Conditions

• Companies that add Bitcoin during bear markets often see no immediate return, even if it’s a wise long-term move.
• Momentum matters — many investors chase short-term results.