bitcoin treasury companies

Exceptional opportunity in Bitcoin treasury companies: Asymmetric upside if BTC rebounds. MSTR could hit $500/share in bullish scenario.

mNAV is the definitive metric for evaluating public companies with significant bitcoin reserves. Unlike traditional book value, mNAV adjusts for real-time market pricing and share dilution.

Global bitcoin exchange-traded products (ETPs) and publicly traded companies have collectively acquired 944,330 BTC — already surpassing the total amount purchased in all of 2024. 

Companies across the planet are vacuuming up every bitcoin they can get their hands on by financially engineering stocks and securities in a grand speculative attack. A bitcoin treasury companies is the natural outcome to a problem not many people understand: Cash is trash — for a company, holding cash is now a liability.

MSTR's 640K Bitcoin stash leads the pack, yet MVRV filters skipping top-20% overheat could've added 50K BTC—$5B+ today, trouncing blind DCA with zero extra risk.

Michael Saylor's remarks at the Bitcoin Treasuries Unconference in NYC continue painting a picture of Bitcoin as yield-generating capital.

Is Paper Bitcoin Summer, and the associated extractable premium in price, coming to an end?