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Eric Semler & Renae Cormier: 4th Largest Public Bitcoin Holder Semler Scientific Going All In on Bitcoin

Coin Stories

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Evaluating Public Bitcoin Holders: MNAV and Investment Strategies

This chapter explores the strategic metrics investors apply when assessing public companies with Bitcoin holdings, focusing on market net asset value (MNAV). It also examines the differing perceptions of valuation premiums and the appeal of these companies for fund managers unable to invest directly in Bitcoin.

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