OranjeBTC has emerged as the largest Bitcoin treasury company in Latin America, holding 3,722 BTC as of early 2026. The company positions itself as a regional alternative to North American and European Bitcoin treasury firms, capitalizing on the persistent currency instability and inflation plaguing multiple countries across the continent.
Sam Callahan, Director of Market Research and Strategy at OranjeBTC, detailed the company's strategy in an interview with TheStreet Roundtable. He emphasized that scale is a critical competitive advantage, or "moat," for a Bitcoin treasury. "When you have a large Bitcoin treasury company you have a lot of optionality in terms of what you can do," Callahan stated. This scale enables access to structured products, derivatives strategies, and other capital markets instruments that smaller entities cannot utilize efficiently.
The operational advantages extend to liquidity, allowing OranjeBTC to issue securities backed by Bitcoin and potentially generate income through derivatives strategies. Callahan highlighted the acute regional need driving demand: "That region desperately needs Bitcoin due to currency debasement and instability." He noted that OranjeBTC is one of the few publicly listed vehicles in Latin America offering compliant Bitcoin exposure for institutional investment mandates, filling a significant market gap.
The company's core strategy revolves around long-term Bitcoin accumulation, expanding market access, and investor education, contrasting with speculative approaches. This focus aligns with institutional capital flows and addresses the specific economic realities of Latin America, where currency crises have created a pressing institutional demand for crypto exposure.
