Zach
@zherring
Does anyone have a good dashboard for crypto treasury companies? Size of holdings, how each is financed, what's their liquidation threshold" is what I'm looking for. It'd be nice to understand how next the big debt bomb is going to be.
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Zach
@zherring
Update: CoinGecko has a _great_ start for BTC and ETH BTC => https://www.coingecko.com/en/public-companies-bitcoin#:~:text=Track%20publicly%20traded%20companies%20around,as%20part%20of%20corporate%20treasury ETH => https://www.coingecko.com/en/public-companies-ethereum#:~:text=Ethereum%20Holdings%20by%20Public%20Companies
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Zach
@zherring
Next level would be how each treasury company finances their purchases and what the terms of repayment are. I've read (somewhere) that Strategy structured its debt in such a way, they're only really in trouble when BTC hits some astronomically low price ($12k?). I'm willing to bet (a lot) that the follow-ons aren't nearly so resilient.
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