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Max Alpha @mAxLPHA on x XX followers
Created: 2025-07-17 17:33:32 UTC
WOW - this is bad news for all these $ETH treasury companies like $SBET $BMNR trading at 3-4x mNAV.
X. Lower staking yields X. $ETHA the big boy in ETH holdings... trading at like 1x mNAV - they have ~2m ETHs vs SBET's ~300k (so almost 10x more ETHs than the largest, $SBET)
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Related Topics bmnr signals investment fund manager 10x 2m staking $eth