And certain noncrypto companies can turn their fortunes around just by adding Bitcoin (CRYPTO: BTC) to their balance sheets. Crypto gains eclipse software revenue -- on paperStrategy's core business is providing data analytics software to improve business intelligence. It leverages its Bitcoin holdings to borrow money to buy more Bitcoin. For investors, there are a few important indicators to use when analyzing crypto corporate treasury companies. One is to compare the company's market value with what its crypto holdings are worth -- in this case, a market cap of almost $98 billion against crypto holdings of almost $74 billion.