Post #11457

Crypto Treasury Companies Are Becoming an Index-Level Trade Yesterday’s news around MicroStrategy and index eligibility wasn’t just about $MSTR - it validated an entire crypto treasury category. 📊Blockworks data shows: > MSTR leads with $63.1B BTC NAV vs $50.8B market cap > $ETH treasuries are catching up fast: BitMine ($13.7B ETH NAV), SharpLink ($2.85B) > Even mid-cap names trade at deep NAV discounts (some >50%) Overall, deeper institutional adoption is expected to support higher asset prices and treasury performance in 2026. Particularly if regulatory clarity like the U.S. Digital Asset Market Clarity Act passes, unlocking capital for holdings in $SOL and similar ecosystems. Follow us to be on top of crypto: TG | Chat | X