I just reviewed Capital B's movements and it's interesting what's happening as Bitcoin continues to recover. The company already has nearly 2,925 BTC in its treasury, and although the current price hovers around $78K, these guys keep buying regardless of fluctuations. What's curious is that they are using a performance metric called BTC Yield to show how much Bitcoin they earn per share, similar to what Michael Saylor popularized with his aggressive accumulation strategy.

What catches my attention is how they are financing this. Capital B is diluting shares, converting financial instruments into equity to then accumulate more Bitcoin. In April, they bought 37 BTC, and so far in 2026, they have already accumulated 102 BTC across six purchases. The price of their shares is at €0.63, which has dropped a bit recently, but nothing compared to the fall six months ago. It’s a fairly calculated move considering Bitcoin’s current dominance in the market.

What I see is that while many speculate on the price, serious companies are playing the long game with Bitcoin. Capital B accumulates regardless of whether BTC goes up or down, and although their 1.25% yield seems conservative, they are betting that Bitcoin’s dominance will remain relevant in the crypto ecosystem. So while the market fluctuates, they simply keep accumulating. An interesting corporate strategy in times when Bitcoin’s dominance continues to be key for the sector.