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Bitcoin Treasuries: Inflation Hedge or Hype-Driven Bubble?

Merryn Talks Money

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Valuation Dynamics in Bitcoin Treasury Investments

This chapter assesses companies with Bitcoin treasury investments, revealing how their market cap can surpass the true value of their Bitcoin assets. It introduces 'time to MNAV' as a critical metric for investors, while exploring the impact of leadership on company valuation in this volatile market.

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