NYDIG’s research head questions how mNAV is used to assess bitcoin treasuries, arguing it masks key risks tied to capital structure and equity dilution.
November 30, 2025
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NYDIG’s research head questions how mNAV is used to assess bitcoin treasuries, arguing it masks key risks tied to capital structure and equity dilution.
The privacy-preserving decentralized AI platform is built on top of The Open Network, and users earn TON for renting out computing power.
The comments followed S&P’s downgrade of USDt’s ability to maintain its peg, which cited Tether’s Bitcoin and gold reserves as a concern.
The company adopted a bitcoin treasury plan by deploying a strategy inspired by Metaplanet, with 66% shareholder approval, to mitigate negative returns from government bonds.
Although most models projected ETH prices above $4,000, one critical valuation model bucked the trend, signaling that ETH may be overvalued.
A new reporting system, DeCripto, will be introduced in July 2025 to track crypto transactions.
The executive chairman of bitcoin treasury firm Strategy teased a switch from orange dots to green dots in what’s become his routine cheeky Sunday X
A sharp market pullback has exposed which BTC-focused public companies can actually execute, and which were never built for volatility.
The digital asset landscape has matured significantly over the past several years. Simple spot holding is no longer the only viable strategy for generating substantial
The goal of the upgrade is to enable Ethereum to handle the large transaction throughput from the layer-2 chains that use the blockchain as their
