The repayment was funded mainly through $48 million of net proceeds from the sale of approximately 600 Bitcoin and certain derivative positions.
NAKANakamoto
Nakamoto Inc., a Delaware corporation, is a Bitcoin company building a global portfolio of Bitcoin-native companies. 10-K, Item 1
- Headquarters
- Nashville, TN
- CEO
- David F. Bailey
- Next results
- around Nov 18, 2026
NAKA is listed as crypto treasury (BTC). Below, what its 8-Ks and press releases say it holds, bought and sold, quoted, and what its 10-Qs and 10-Ks report at each quarter end. Coins per 1,000 shares: coins divided by the shares outstanding on the cover of the same filing.
Said vs did:
the 10-Q for 2026-06-30 reports 3,805 BTC; the 8-K of 2026-08-14 said 4,467 as of 2026-06-30
(+17.4%). the 10-Q for 2026-03-31 reports 4,405 BTC; the 8-K of 2026-03-31 said 5,342 as of 2026-03-31
(+21.3%).
A gap can have a plain reason (coins lent or pledged, staking, a different date); the quotes below say which.
Quarter by quarter
| Quarter end | Coins | change | Shares out | change | Coins per 1,000 shares | change | Fair value | Cost | Filing |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | 3,805 | -13.6% | 17.89M | split | 0.213 | split | $261.7M | - | 10-Q 2026-08-13 |
| 2026-03-31 | 4,405 | +18.5% | 696.09M | +0.9% | 0.00633 | +17.5% | $345.6M | $200K | 10-Q 2026-05-13 |
| 2025-12-31 | 3,717 | +28.0% | 690.02M | +56.9% | 0.00539 | -18.4% | $467.5M | - | 10-K 2026-03-30 |
| 2025-09-30 | 2,903 | - | 439.85M | ×58 | 0.00660 | - | $615.8M | - | 10-Q 2025-11-19 |
| 2025-06-30 | - | - | 7.61M | - | - | - | $2.3M | - | 10-Q 2025-08-05 |
Source: us-gaap CryptoAssetFairValue, CryptoAssetCost and CryptoAssetNumberOfUnits; dei EntityCommonStockSharesOutstanding. A tagged coin count is left out when it can't be right: fair value divided by it gives a price the coin never had, it goes with a total smaller than the current and noncurrent parts added up, or an 8-K within three weeks says something more than 50% different. The 8-K amount stands in for it then.
What the 8-Ks say
As of June 30, 2026, the Company held approximately 4,467 Bitcoin with an aggregate fair value of approximately $261.5 million.
Following the Borrower’s entry into the Restructured Loan Term Sheet and issuance of the Restructured Loan, the Borrower sold approximately 600 Bitcoin and certain Bitcoin derivative contracts, generating approximately $48 million net proceeds.
At the corporate level, the Company sold approximately 284 BTC to support working capital requirements.
As part of Nakamoto’s derivatives strategies, the Company received approximately 43 BTC in premium income and subsequently sold approximately 40 BTC.
As of year end, the Company held 5,342 Bitcoin; Loss
KindlyMD has utilized 367 Bitcoin for strategic investments and held 5,398 Bitcoin as of November 12, 2025.
Work on NAKA in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/NAKA/export.csv") into a cell.