Description
Bitcoin and ether are down, but crypto treasury stocks are trading at even steeper discounts. Here’s why history offers hope, and why investors should still be cautious.
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Crypto treasury stocks are trading at massive discounts to their underlying bitcoin and ether holdings, but that doesn’t automatically make them bargains.
Steven Ehrlich breaks down why their digital asset treasurys’ (DATs) mNAVs have collapsed, how this compares to the infamous GBTC discount, and why buying these stocks is a long-term conviction bet, not a clean arbitrage trade.
Timestamps:
👏 0:00 Intro
📘 1:16 What a DAT actually is and why mNAV matters more than most people think
📉 5:16 How deep the discounts really are and why some of them are optical illusions
⚖️ 7:12 Whether mNAVs should trade back to 1 and when that assumption breaks
🔁 8:59 How this compares to the GBTC discount and why the analogy can be dangerous
🧱 13:44 Why many DATs are stuck below mNAV and what’s structurally holding them down
🔍 16:34 How to pressure test different DATs to see which ones are opportunity and which are traps
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#bitcoin #ethereum #crypto #cryptocurrencies
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