Crypto Treasury Stocks Trade Far Below Their Holdings. Is It Time to Buy?

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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. 🔥 EPISODE LINK 🔥 CHECK OUT THE EPISODE LINKS AND DETAILS HERE 👉 https://unchainedcrypto.com/podcast/dat-stocks-are-on-sale-are-they-a-buy-plus-why-crypto-is-dead/ 👈 Read the full article here: https://unchainedcrypto.com/crypto-treasury-stocks-are-on-sale-is-now-the-time-to-buy/ You can subscribe for 95% OFF before the end of year! 😱 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 _______________________________________________________ #bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel! CHECK OUT THE CRYPTOPIANS → https://www.youtube.com/watch?v=DFzunCFXrv4 WEBSITE → https://unchainedcrypto.com UNCHAINED DAILY NEWSLETTER → https://unchainedcrypto.beehiiv.com/subscribe/ LAURA'S TWITTER → https://x.com/laurashin UNCHAINED TWITTER → https://x.com/unchained_pod FACEBOOK → https://www.facebook.com/unchainedwithlaurashin INSTAGRAM → https://www.instagram.com/laurashin/?hl=en LINKEDIN → https://www.linkedin.com/in/laurashin/ MERCHANDISE → https://unchainedpodcast.company.site/ ++++++++++++++++++++++++++++++++++++++++++++++++ NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY! ALONG WITH BITS & BIPS AND THE CHOPPING BLOCK Apple → https://podcasts.apple.com/us/podcast/id1123922160?ls=1 Spotify → https://open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!