Yea if something like mstr getting added to the s&p happens naka would probably squeeze as the hoard looks for the next arb

Yeah this is why I think the market is mis-pricing Bitcoin treasury companies. Lotto ticket on these two option plays is worth a shot especially if you are looking for crazy growth. 


Just think if Bitcoin becomes the new AI trade companies with any Bitcoin on their balance sheet become prime targets for buyouts and acquisitions.

BlokchainB

Stacker_Stocks

Broken PIPEs: Is Now the Time to Buy ASST, NAKA?

at .52 book NAKA seems worth a lottery ticket, bear case doesn't add up, they dont have to raise or liquidate at those levels, there's a $300M incentive dangling out there to take them private

GBTC was around .5 NAV for awhile during the bear market, liquidity is everything