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Joe Burnett, MSBA
Joe Burnett, MSBA|Jul 20, 2025 23:55
Bitcoin treasury companies tend to trade at a premium to their bitcoin NAV just like banks tend to trade at a premium to their book value. JPM trades at ~2.4x book value. MSTR trades at 1.9x NAV. Banks keep issuing more loans and treasury companies keep buying more bitcoin.(Joe Burnett, MSBA)
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