How to Read mNAV — and Why NYDIG Says It Falls Short
mNAV has become the go-to valuation shorthand for bitcoin treasury stocks — but a growing number of analysts are warning it oversimplifies the story. The...
Tag : btc-treasuires-theme-week-2025
Bitcoin (BTC) Treasuries Moving Beyond HODL to Yield, Hedging and Share Buybacks Amid NAV Discount
The great corporate bitcoin land grab of the summer has substantially cooled, and the latest batch of digital-asset treasury (DAT) stocks is showing the hangover....
Japanese Bitcoin Treasury Firms Keep Beating BTC. Tax Policy Makes Outperforming U.S. Peers the Easy Part
Earlier this year, at Hong Kong’s Bitcoin Asia, there was a growing sense of frustration with Digital Asset Treasury (DAT) companies and their lagging performance...
Michael Saylor’s MSTR Holds Onto Premium Amid Waning Sentiment. Can Others Do the Same?
As bitcoin treasury companies continue to struggle with tumbling share prices and rapidly slowing bitcoin accumulation in a tightening market, many are now trading below...
APAC’s Biggest Stock Exchanges Push Back Against Digital Asset Treasury Strategies: Bloomberg
Some of the biggest stock exchanges in the Asia-Pacific (APAC) region are pushing back against companies pursuing digital asset treasury (DAT) strategies, Bloomberg reported on...