In a major move that signals growing institutional interest in bitcoin, David Bailey, CEO of BTC Inc. and a leading crypto advisor to President Donald Trump, is launching a new $300 million bitcoin investment company. According to sources familiar with the matter, the company, named Nakamoto, will become a publicly traded firm and is expected to make waves in the global crypto investment landscape.
A $300 Million Launch
David Bailey’s latest venture, which has been in the works since January 2025, has quietly secured $200 million in equity funding and $100 million in convertible debt, totaling a massive $300 million in capital. The deal has not yet been publicly announced, but details were confirmed to CNBC by a person with direct knowledge of the fundraising, who asked to remain anonymous.
The company’s name—Nakamoto—pays tribute to the elusive creator of Bitcoin, Satoshi Nakamoto. According to sources, the firm’s core mission is to acquire and hold bitcoin on its balance sheet, emulating a business model made famous by tech firm MicroStrategy.
Merging with a Nasdaq-Listed Company
In a strategic move to fast-track its public debut, Nakamoto is expected to merge with an existing Nasdaq-listed company. This reverse merger, also known as a SPAC-style transaction, will allow Bailey’s firm to bypass the traditional IPO process. The official announcement is anticipated early next week, with the public listing likely to go live this summer.
By taking this route, Nakamoto positions itself to tap into the growing appetite from both retail and institutional investors who want exposure to bitcoin without directly holding the asset.
Global Vision: Investing in Emerging Markets
Beyond simply holding bitcoin, Nakamoto has ambitious global plans. The company intends to acquire businesses in Brazil, Thailand, and South Africa, and strategically deploy its bitcoin reserves into these operations. This approach represents a unique blend of traditional investing and digital asset utilization.
The move reflects a growing trend among bitcoin investment firms: combining hard crypto assets with real-world business ownership. By doing so, companies like Nakamoto aim to drive growth while also anchoring themselves in economies with growing interest in blockchain and digital finance.
High-Profile Backing and Advisory Support
While the list of investors behind Nakamoto has not yet been made public, sources indicate that the project is backed by well-known names in the crypto and investment world. The advisory board is also said to include prominent figures in digital finance, adding significant credibility and insight to Nakamoto’s launch.
Given David Bailey’s high-profile role as Trump’s crypto advisor, the venture is also expected to attract attention from both the crypto community and traditional finance sectors. David Bailey, through BTC Inc., has played a key role in shaping pro-crypto narratives within Trump’s 2024 campaign, and his next move into asset management is seen as a natural progression.
Following the MicroStrategy Playbook
The Nakamoto strategy mirrors the now-famous approach taken by Michael Saylor, founder of MicroStrategy. In 2020, Saylor made headlines by converting a large portion of the company’s cash reserves into bitcoin. That decision turned MicroStrategy into one of the world’s largest bitcoin holders and sparked a wave of similar moves across the industry.
Today, MicroStrategy’s stock is heavily correlated with the price of bitcoin, making it a bellwether for bitcoin-related equities. Nakamoto seeks to replicate this success, but with its own twist, including cross-border investments and direct bitcoin integration into operations.
Bitcoin Holding Companies: A Growing Trend
The concept of publicly traded bitcoin holding companies is gaining traction. Investors who want exposure to bitcoin but are wary of managing wallets or private keys often turn to such firms. Their stocks act as proxies for bitcoin’s price movements, giving investors indirect access to the crypto market.
Jack Mallers, founder of the Strike app, has also entered the arena. His bitcoin-holding venture, Twenty One, has secured billions in funding and is backed by SoftBank and Tether. Mallers has described his company as offering “blue-chip credibility with startup upside,” a phrase that may also apply to Nakamoto as it prepares to go public.
“We’re big enough to win entering the market with billions of dollars of capital upon launch,” Mallers told CNBC, “but we’re small enough to grow and post bitcoin-denominated returns.”
Political Implications
David Bailey’s new venture is likely to have political ripples as well. With the 2024 U.S. election cycle still fresh in memory and Trump actively promoting pro-crypto policies, any major move by his close advisors could impact regulatory discourse.
Nakamoto’s launch may be seen as an endorsement of bitcoin’s long-term value and legitimacy, especially if it becomes one of the first bitcoin investment companies to publicly trade with ties to a major political figure.
It also raises questions about future regulatory policies if Trump were to regain or maintain political influence. Would his administration favor further crypto integration into the financial system? And how might this affect investor confidence in firms like Nakamoto?
What’s Next?
With an official announcement expected within days, all eyes are now on Nakamoto and its upcoming Nasdaq debut. The firm’s $300 million launch positions it among the largest new entrants in the bitcoin investment sector this year.
Industry insiders believe Nakamoto could serve as a bellwether for how institutional capital flows into digital assets in 2025 and beyond. Its success—or failure—will send strong signals to both regulators and investors about the viability of bitcoin as a corporate reserve asset.
As bitcoin continues to gain mainstream adoption, companies like Nakamoto, MicroStrategy, and Twenty One are leading the way. They represent a new class of financial firms built on digital-first principles, aiming to bridge the gap between traditional equity markets and decentralized money.
Final Thoughts
David Bailey’s launch of Nakamoto is more than just another crypto fund—it’s a statement. It reflects the confidence of a growing class of entrepreneurs, investors, and policymakers who believe that bitcoin is here to stay.
As Nakamoto prepares to go public, the financial world will be watching closely. Whether it succeeds or stumbles, one thing is clear: the fusion of politics, finance, and crypto is only just beginning.
