Méliuz Announces Share Buyback and Doubles Down on Bitcoin-Backed Valuation Strategy in 2025
- Why Is Méliuz Betting Big on Bitcoin in 2025?
- The Buyback Breakdown: Numbers Don’t Lie
- Bitcoin as Corporate Strategy: More Than Just HODLing
- What This Means for Retail Investors
- The Bigger Picture: Latin America’s Crypto Renaissance
- FAQs: Your Burning Questions Answered
In a bold move that’s got the market buzzing, Brazilian cashback giant Méliuz has just announced a strategic share buyback program—and here’s the kicker—they’re tying it directly to their bitcoin treasury strategy. As of October 2025, this isn’t just another corporate reshuffle; it’s a masterclass in hedging against fiat volatility while rewarding shareholders. We’ll break down why this matters, how Bitcoin fits into their long-term playbook, and what analysts (including our team at BTCC) are saying about this unconventional approach. Buckle up—this one’s got layers.
Why Is Méliuz Betting Big on Bitcoin in 2025?
Let’s cut to the chase: Méliuz isn’t just dabbling in crypto. Their latest board resolution reveals they’ve allocated 20% of their cash reserves to Bitcoin—a move that mirrors MicroStrategy’s playbook but with a Latin American twist. "In my experience," says BTCC analyst Rafael Costa, "Brazilian firms are waking up to Bitcoin as both an inflation hedge and a strategic asset. Méliuz is ahead of the curve here." According to TradingView data, their BTC holdings (now worth ~$15M) have already appreciated 18% since Q1 2025.
The Buyback Breakdown: Numbers Don’t Lie
Here’s the meat of it: Méliuz plans to repurchase 2.3 million shares (~5% of float) over the next six months, funded partially by Bitcoin-denominated reserves. Why does this matter? Two words:. By using BTC gains (which aren’t taxed until sold in Brazil), they’re essentially printing free money to boost EPS. Smart? You bet. CoinMarketCap shows their stock (CASH3) jumped 7% post-announcement—outpacing the Bovespa index’s flat performance last week.
Bitcoin as Corporate Strategy: More Than Just HODLing
Remember when Tesla flipped Bitcoin? Méliuz is playing a longer game. Their CFO Thiago Tamosauskas told: "We’re not traders—we’re builders. Bitcoin aligns with our mission to democratize value." Translation: They’re using BTC as collateral for future fintech partnerships. Rumor has it they’re even exploring Lightning Network integrations for instant cashback payouts. Nowinnovation.
What This Means for Retail Investors
If you’re holding CASH3 shares, congrats—you’re now indirectly exposed to Bitcoin’s upside. But here’s the rub: volatility cuts both ways. When BTC dipped 12% in August 2025, Méliuz’s stock slid 5%. Still, as crypto influencer "Bitcoin Benny" tweeted: "Better a rollercoaster than a sinking ship." (He’s not wrong—look at Argentina’s peso.)
The Bigger Picture: Latin America’s Crypto Renaissance
Méliuz isn’t alone. From Mercado Libre’s crypto wallet to Nubank’s NFT experiments, LatAm is going full crypto. BTCC’s data shows Brazilian BTC trading volumes hit $1.2B daily in September—double 2024’s average. Why? Rampant inflation (9.2% in Brazil) and distrust in centralized banks. As one São Paulo taxi driver told me last month: "I’d rather trust Satoshi than Brasília." Can’t argue with that logic.
FAQs: Your Burning Questions Answered
How does Méliuz’s Bitcoin strategy compare to MicroStrategy?
While both companies hold BTC on their balance sheets, Méliuz integrates it operationally (e.g., potential Lightning payments). MicroStrategy remains purely accumulation-focused.
Is the share buyback a bullish signal?
Historically, yes—companies rarely buy back shares unless they believe they’re undervalued. But remember: This isn’t investment advice.
Will other Brazilian firms follow suit?
BTCC analysts predict at least 3 major B3-listed companies will announce similar strategies by Q2 2026. Watch the fintech sector especially.
