v3.26.1
Digital Assets, at Fair Value
6 Months Ended
Jun. 30, 2026
Intangible Asset, Excluding Goodwill, after Accumulated Amortization [Abstract]  
Digital Assets, at Fair Value Digital Assets, at Fair Value
The Company accounts for its digital assets, which are comprised solely of bitcoin, in accordance with ASC 350-60, Intangibles - Goodwill and Other - Crypto Assets. The Company’s digital assets are initially recorded at cost, inclusive of transaction costs and fees. The Company subsequently remeasures its digital assets to fair value at the end of each reporting period in accordance with ASC 820, Fair Value Measurement, based on quoted (unadjusted) prices on the Coinbase exchange, resulting in their classification as Level 1 instruments. Any changes in fair value are recognized in net income within net unrealized gain (loss) on digital assets, at fair value. As of June 30, 2026 and December 31, 2025, there are no contractual restrictions on the Company's holdings of digital assets.
The following table provides a summary of the changes in the Company's digital assets, at fair value for the three and six months ended June 30, 2026 (in thousands):
Three Months Ended
June 30, 2026
Six Months Ended
June 30, 2026
Balance, beginning of period$929,396$668,486
Acquisitions463,274984,585
Release of bitcoin held as collateral upon extinguishment of Coinbase Loan35,377
Sales
Change in fair value(228,031)(523,809)
Balance, end of period$1,164,639 $1,164,639
The Company's investments in digital assets, at fair value are summarized below. The Company did not hold any investments in digital assets prior to September 12, 2025.
June 30, 2026December 31, 2025
Approximate number of bitcoin held19,8647,627
Aggregate bitcoin cost basis$1,882,956 $862,994 
Aggregate bitcoin fair value$1,164,639 $668,486 
Weighted average acquisition cost$94,793 $113,153 
Fair value per bitcoin$58,631 $87,650