What could Trigger the Bear? Treasuries Dumping! (Patreon)

Well, it seems like some of the fizzle is leaving some of the bitcoin treasury companies. Check out SEMLER. The NAV premium is 0.82. The lowest I have seen!

Marathon is just above one.

NOTE CEP I explained it last week. It's a spac and it's pre-conversion.

MSTR is still working miracles and their pace of stacking is second to NONE. I maintain they cannot be caught either in their stacking, bag size or their financial jiu jitsu.

Now back to my point

I do believe many companies jumping into BTC Treasuries are zombies.... this will end bad. So stick with the winners here.