Feels like pretty soon we're gonne see the emergence of some $MSTR  Ω (3,3) or some such.

No public BTC treasury company has traded below its Bitcoin NAV for a sustained period.

But at least one is now approaching parity.

As some of these companies raise capital through large at-the-market (ATM) programs to buy BTC, a risk is emerging: If the stock trades at or near

matthew sigel, recovering CFA

Feels like pretty soon we're gonne see the emergence of some $MSTR  Ω (3,3) or some such.

https://x.com/matthew_sigel/status/1934421744862855670