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What mNAV Really Tells You About Bitcoin Treasury Companies — and Where It Falls Short
Market Intelligence Analysis
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Why This Matters
NYDIG's research head questions the effectiveness of mNAV in assessing bitcoin treasuries, citing its failure to account for capital structure and equity dilution risks.
Market Impact
Market impact analysis based on bearish sentiment with 70% confidence.
Sentiment
Bearish
AI Confidence
70%
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
NYDIG’s research head questions how mNAV is used to assess bitcoin treasuries, arguing it masks key risks tied to capital structure and equity dilution.
Original article published by
Unknown
on December 1, 2025.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.