Brazil’s first bitcoin reserve company, OranjeBTC, is facing a sharp drop in its stock price but remains committed to growing its Bitcoin treasury with a recent purchase of 16 BTC.
Key Takeaways
- OranjeBTC added 16 BTC to its reserves, raising its total holdings to 3,691 BTC, valued at about $389 million.
- Despite its stock dropping 25% since its B3 debut, the firm continues to double down on its Bitcoin strategy.
- The company is ranked #22 globally by BTC holdings and plans to list publicly via a reverse IPO.
- Backed by major investors like Ricardo Salinas and the Winklevoss twins, OranjeBTC is aiming to become a leading Bitcoin investment gateway in Latin America.
What Happened?
Brazilian crypto firm OranjeBTC has boosted its Bitcoin holdings by purchasing an additional 16 BTC, valued at $1.94 million. This brings its total reserve to 3,691 BTC, reinforcing its long-term commitment to Bitcoin despite a sharp decline in its stock price on the B3 exchange. The company’s shares, trading under the ticker OBTC3, have fallen from 24 reais to 18 reais, marking a 25 percent drop shortly after its market debut.
OranjeBTC has acquired 16 BTC for ~$1.94 million at ~$121,058 per Bitcoin and has achieved a BTC Yield of 1.5% YTD 2025. As of 10/13/2025, we hold 3,691 BTC acquired for ~$389.07 million at ~$105,412 per Bitcoin. Ticker: OBTC3 pic.twitter.com/UqbEVvZQ02
— OranjeBTC (@ORANJEBTC) October 13, 2025
OranjeBTC’s Bold Strategy
OranjeBTC is pioneering a new kind of financial model in Brazil and Latin America. It is the region’s first company focused purely on building and managing a Bitcoin reserve. Even as its share price struggles, the firm has made it clear that it sees Bitcoin as a central pillar of its strategy.
- The company purchased the 16 BTC at an average price of $121,058 per coin, above its historical average cost basis of $105,412.
- Despite the higher acquisition cost, its year-to-date Bitcoin yield stands at 1.5 percent for 2025, signaling a long-term view.
- OranjeBTC is now listed as the 22nd largest public BTC-holding company worldwide, joining ranks with global players like MicroStrategy.
Market Reaction and Investor Sentiment
OranjeBTC’s launch on Brazil’s B3 exchange via reverse IPO has not yet captured the interest of local crypto-savvy investors. Its drop in share price reflects broader investor skepticism toward new Bitcoin-treasury business models in the region.
- Another Brazilian firm, Meliuz, which also launched a Bitcoin strategy, saw an early price spike followed by a prolonged decline.
- However, OranjeBTC differentiates itself by merging with Intergraus, its education subsidiary, offering stock investors direct exposure to Bitcoin through traditional markets.
Backing From Industry Heavyweights
The company is not going it alone. OranjeBTC has backing from some of the most influential names in the crypto space, including:
- Mexican billionaire Ricardo Salinas
- The Winklevoss twins
- Bitcoin pioneer Adam Back
- Crypto firm FalconX
These partnerships enhance the firm’s credibility and ensure financial stability as it expands across Latin America.
Education and Ecosystem Growth
OranjeBTC is also investing in financial education, planning to launch a platform to help Latin Americans understand the risks and benefits of crypto investing. This initiative aims to empower new investors and foster a healthier, more informed crypto ecosystem in the region.
CoinLaw’s Takeaway
In my experience, seeing a company go all-in on Bitcoin during market uncertainty shows serious conviction. OranjeBTC’s decision to buy more BTC despite a 25 percent stock drop speaks volumes about its strategy. I found their focus on education especially refreshing. It’s not just about holding coins but building trust and understanding in a market that’s still maturing. While the stock dip may scare off some investors, I see this as a bold play to position itself as Latin America’s MicroStrategy. If they follow through with their education platform and maintain transparency, they could help reshape crypto investing in the region.
