BitcoinQuant vs Bitcoin Companies: Financial Analytics vs On-Chain Proof

Bitcoin Companies 3 min read
TL;DR

BitcoinQuant is the best free tool for stock investors analyzing Bitcoin treasury companies (30+ metrics, options data). Bitcoin Companies shows both claimed and on-chain verified data with a % match, plus an interactive map. One answers “should I buy this stock?” The other answers “is the Bitcoin real?”

200+ public companies now hold more than 1 million BTC combined.

Two free platforms track them. Both answer different questions.

BitcoinQuant has 30+ financial metrics per company. Options data. Volatility. Debt ratios. It’s built for stock investors.

Bitcoin Companies has dual verification: what companies claim vs. what’s on-chain. Plus an interactive map. It’s built for anyone who wants the full picture.


At a Glance

BitcoinQuant Bitcoin Companies
Built for Stock investors Everyone
Data shown Self-reported (SEC) Claimed + on-chain verified (% match)
Entities 100+ public companies Public, private, govts, ETFs, miners
Key feature 30+ financial metrics Verification % + interactive map
Pricing Free, no login Free, no login

What BitcoinQuant Does Better

Financial depth nobody else matches

Category Metrics
Valuation mNAV, enterprise value
Risk Beta, 30-day and 1-year volatility
Options Implied volatility, put-call ratio, open interest
Leverage Debt-to-BTC ratio, cash position
Returns 1W, 1M, 3M, YTD, 1Y

No other free tool gives you options-level data for Bitcoin treasury stocks. If you’re deciding between MSTR, MARA, or Metaplanet shares, this is it.

Granular acquisition history

Every purchase. Every date. Running average cost basis. You can see exactly when Strategy paid $95K per BTC and when they paid $30K.


What Bitcoin Companies Does Better

Dual verification

BitcoinQuant shows one number: what companies filed with the SEC.

Bitcoin Companies shows two:

  • Claimed: SEC filings, press releases, tweets. Each linked to its source.
  • On-chain verified: Matched via Arkham Intelligence and blockchain monitoring.
  • % Verified: How much of the claim is confirmed on the blockchain.

Both are independently verifiable. Click the filing. Click the Arkham entity page. Check the explorer.

Jack Mallers showed what full transparency looks like at scale:

Coverage beyond public companies

BitcoinQuant only tracks publicly listed entities. Bitcoin Companies also covers private companies, governments, ETFs, and miners. For private companies, on-chain verification is especially valuable since there are no SEC filings to check.

Interactive world map

Not just a leaderboard. A macro view of where Bitcoin is flowing globally. Countries colored by concentration. Tier markers showing which companies are where. Mobile-optimized.


Different Questions, Different Tools

Question Tool
“Is MSTR stock overvalued?” BitcoinQuant
“What’s the put-call ratio?” BitcoinQuant
“How much of this BTC is verified on-chain?” Bitcoin Companies
“Where is Bitcoin flowing globally?” Bitcoin Companies
“Which private companies hold BTC?” Bitcoin Companies

Use both. Financial analysis from BitcoinQuant. Verification from Bitcoin Companies.


Stephane Bounmy

Stephane Bounmy

Built BitcoinCompanies so my kids can learn Bitcoin on a map full of 🐉 🐋 🐳 🦈 🐬 🐙 🐠 🦀 🦐.
Turns out adults like it too.