By Emir Abyazov Key highlights: Public companies hold over $100B in digital assets, with Strategy (MSTR) leading at $71.8B and $28B in gains. Shares often trade at high NAV premiums; Metaplanet at 179%, Strategy at 58%, reflecting investor demand. The model depends on NAV premiums and liquidity; losing these could cause buybacks and market stress. […]
Tag: NAV
By Marco Piccolo Key highlights: Ethereum treasury companies have acquired 1% of ETH supply in just two months, nearing $9 billion in holdings. Standard Chartered projects these corporate holdings could rise to 10% of ETH’s total supply over time. Regulatory arbitrage, staking yields, and DeFi access are driving institutional interest in Ethereum over Bitcoin. Ethereum’s […]