The Mustard Seed—a bitcoin and long-term thinking podcast cover image

Are bitcoin cycles ending? with Jesse Myers

The Mustard Seed—a bitcoin and long-term thinking podcast

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Evaluating Bitcoin Treasury Companies

This chapter explores the vital KPIs for assessing Bitcoin treasury companies, notably focusing on Bitcoin yield and the P bid ratio. It discusses how market sentiment influences these companies' valuations compared to traditional equities, highlighting the potential for growth and cyclical volatility in the Bitcoin sector. The chapter further emphasizes the strategic significance of Bitcoin accumulation for companies and predicts the future prominence of Bitcoin treasury firms in global finance.

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