The Valuation Trap: Why Bitcoin Treasury Companies Are Trading at a Discount to Their Own Holdings
The market is mispricing the entire Bitcoin treasury company sector, and the...
| Coin | Price | 24h |
|---|---|---|
|
BTC
Bitcoin
|
$77,749.9 | -3.19% |
|
ETH
Ethereum
|
$2,435.17 | -3.41% |
|
SOL
Solana
|
$104.67 | -3.14% |
|
BNB
BNB Chain
|
$691.8 | -2.80% |
|
XRP
XRP Ledger
|
$1.39 | -5.19% |
|
DOGE
Dogecoin
|
$0.0853 | -4.41% |
|
ADA
Cardano
|
$0.2027 | -6.07% |
|
AVAX
Avalanche
|
$7.28 | -3.23% |
|
DOT
Polkadot
|
$0.8482 | -4.41% |
|
LINK
Chainlink
|
$11.41 | -3.89% |
Greed
Market Sentiment
Team and early investor shares released
Independent validator client goes live on mainnet
Raises validator limit and account abstraction
Block reward reduced to 3.125 BTC
Circulating supply increases by about 2%
Block reward halving event
Improves data availability sampling efficiency
92 million ARB released
Bitcoin Season
om related articles
The market is mispricing the entire Bitcoin treasury company sector, and the...
Part I: The Signal in the Noise Hook There is a peculiar mathematics to...
Chaos is opportunity. Compile the data. The headline hit the wire with the...
Everyone thinks the crypto market is driven by innovation. New consensus...
The U.S. Department of Justice and the FBI just executed a domain seizure...
Hook On an unremarkable Tuesday, an AI agent responsible for managing a Web3...
There is a moment in every financial regime when the market realizes the anch...
Chasing the alpha until the trail goes cold. That’s the only way to describe...
The $2.3 billion, five-year budget request transforms a once-controversial AI...
The announcement landed with the subtlety of a paper cut. An Ethereum...
Hook: The Unseen Battle for Hashrate In the relentless machinery of Bitcoin's...
The quiet launch of an evaluation tool might be the most significant...
Hook On January 13, 2025, Commerzbank's stock closed at €16.84. Two weeks...
The Lever Snapped at $75 Million The number landed like a quiet earthquake....
Hook: A Number That Demands Scrutiny We assume the ledger is honest, but the...
The Data Shows Nothing Over the past seven days, I have reviewed 47 analytica...
The Linux kernel’s founder has publicly acknowledged using AI to assist in...
In August 2026, a user named Bradley Peak watched his Crypto.com account...
August 15, 2025 — A blockchain monitoring alert today revealed that YZY, the...
The probability of a system running autonomously for weeks without error...
The numbers are stark. GPU rental prices have doubled in seven months. AI...
Hook: The Crime Scene Has No Body Timestamp: 2025. The file lands in my inbox at
The logs don’t lie. At 22:14 UTC on May 21, 2024, the smart contract for the...