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简体繁體English
|Legacy
BTCBTC
💲70663.74
-
1.17%
ETHETH
💲2075.72
-
2.15%
SOLSOL
💲86.94
-
2.76%
TRUMPTRUMP
💲4.03
+
3.87%
USDCUSDC
💲0.9999
+
0.01%
DOGEDOGE
💲0.09525
-
2.7%

Joe Burnett, MSBA
Joe Burnett, MSBA|10月 30, 2025 16:38
Great presentation by @BitcoinPierre. I'm not surprised that mNAVs have generally contracted towards 1 (or below). Valuation is mainly derived from the market's expectation of bitcoin's CAGR and a TC's cost of debt. I also won't be surprised if mNAVs expand again in the future as bitcoin moves higher.(Joe Burnett, MSBA)
+4
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Timeline

11月 29, 02:14Bitcoin still has room to rise
11月 26, 15:07CleanSpark revenue doubled to $766 million
11月 25, 09:45The rebound is still a selling opportunity.
11月 24, 16:19The cryptocurrency market is experiencing a sharp downward trend.
11月 21, 15:06The Federal Reserve's policy has led to a prolonged tightening and contraction cycle.
11月 20, 17:52The core reason for the simultaneous decline of the stock market and the crypto market
11月 20, 16:00Bitcoin dropped 10%, triggering a market reaction
11月 19, 16:31Bitcoin has experienced significant rebounds after plummeting.
11月 02, 10:03The market is becoming cautious about expectations of a Federal Reserve rate cut.
10月 30, 17:17BTC has hardly captured the daily demand zone.

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