Overview
Overview
Historical Data
BlockonomiData from BitcoinTreasuries.net reveals that 37 of the top 100 firms trade at discounts to their Bitcoin reserves. This shift marks a dramatic reversal from earlier trading patterns. The trend threatens the fundamental business model that drove the sector’s explosive growth throughout most of last year. Business Model Breaks Down…
CryptopolitanAlmost half of all publicly-listed Bitcoin treasury companies, also known as Digital Asset Treasuries (DATs), are trading below the value of the digital assets on their balance sheets. At least 37 companies in the group now trade at discounts to NAV, a notable reversal from conditions seen in Q2 and…
AMBCryptoOnce Bitcoin showed minor weakness, leverage and premium trades unraveled, pushing Strategy (Formerly known as MicroStrategy) sharply away from Bitcoin’s underlying performance. Strategy ($MSTR) has declined by roughly 66% over the past six months, erasing close to $90 billion in market capitalization by 26 December 2025. The decline occurred even…