[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  PropulsionPoint Capital [@propulsionpoint](/creator/twitter/propulsionpoint) on x 1460 followers Created: 2025-07-04 03:27:39 UTC [Please give me a follow and repost/retweet if you find this useful🙏🙏 Trading Idea Alert: $SBET $BTBT Sharplink Gaming Inc. and Bit Digital Risk Appetite: VERY High Time Frame: 3-6 months $BTC $ETH $BITX $ETHU $ETHE ✅TLDR: $BTBT and $SBET trades at ~1.3X and 1.6X NAV multiple while $BMNR has soared to ~31X NAV multiple. See image in the thread below I am strongly optimistic about the potential of crypto assets, particularly following the passage of the landmark legislation bill. 🚀🚀 Seasonal trends further suggest that crypto assets are poised for significant upward momentum in the near term. The recent surge in $BTMR appears driven by speculation, hype, and short covering, resulting in an unprecedented valuation gap compared to $BTBT and $SBET. I believe $BTMR’s current price is unsustainable, while the net asset value (NAV) multiples of $BTBT and $SBET are undervalued relative to their fundamentals.I anticipate this valuation disparity will narrow, with $BTBT and $SBET appreciating and $BTMR correcting downward. It is plausible that investors may sell $BTMR holdings to reallocate capital into $BTBT and $SBET. Please refer to the table below for a detailed comparison of these three Ethereum treasury plays. Beyond its Ethereum treasury, $BTBT operates a robust, debt-free business with a thriving high-performance computing (HPC) segment through its WhiteFiber, Inc. subsidiary, which includes the strategic acquisition of Enovum Data Centers. Operating in the United States and Canada, WhiteFiber provides GPU-as-a-service infrastructure optimized for generative AI and HPC workloads, utilizing NVIDIA H100 and H200 GPUs for superior performance, scalability, and security. The company has secured binding agreements with Boosteroid Inc., DNA Holdings Venture Inc., and Cerebras. In Q1 and Q2 2024, HPC contributed XX% and XX% of Bit Digital’s total revenue, respectively, with a projected annual run rate of $XXX million by the end of 2025. Additionally, Bit Digital is exploring a potential public IPO for WhiteFiber, Inc. If you find value in my analysis, I kindly invite you to follow my work, enabling me to continue delivering research that supports and informs our community.🙏🙏  XXXXXX engagements  **Related Topics** [btc eth](/topic/btc-eth) [bmnr](/topic/bmnr) [ethe](/topic/ethe) [bitx](/topic/bitx) [nav](/topic/nav) [$ethe](/topic/$ethe) [$bitx](/topic/$bitx) [$eth](/topic/$eth) [Post Link](https://x.com/propulsionpoint/status/1940975768403894578)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
PropulsionPoint Capital @propulsionpoint on x 1460 followers
Created: 2025-07-04 03:27:39 UTC
[Please give me a follow and repost/retweet if you find this useful🙏🙏
Trading Idea Alert: $SBET $BTBT Sharplink Gaming Inc. and Bit Digital Risk Appetite: VERY High Time Frame: 3-6 months
$BTC $ETH $BITX $ETHU $ETHE
✅TLDR: $BTBT and $SBET trades at ~1.3X and 1.6X NAV multiple while $BMNR has soared to ~31X NAV multiple. See image in the thread below
I am strongly optimistic about the potential of crypto assets, particularly following the passage of the landmark legislation bill. 🚀🚀
Seasonal trends further suggest that crypto assets are poised for significant upward momentum in the near term. The recent surge in $BTMR appears driven by speculation, hype, and short covering, resulting in an unprecedented valuation gap compared to $BTBT and $SBET.
I believe $BTMR’s current price is unsustainable, while the net asset value (NAV) multiples of $BTBT and $SBET are undervalued relative to their fundamentals.I anticipate this valuation disparity will narrow, with $BTBT and $SBET appreciating and $BTMR correcting downward. It is plausible that investors may sell $BTMR holdings to reallocate capital into $BTBT and $SBET. Please refer to the table below for a detailed comparison of these three Ethereum treasury plays.
Beyond its Ethereum treasury, $BTBT operates a robust, debt-free business with a thriving high-performance computing (HPC) segment through its WhiteFiber, Inc. subsidiary, which includes the strategic acquisition of Enovum Data Centers. Operating in the United States and Canada, WhiteFiber provides GPU-as-a-service infrastructure optimized for generative AI and HPC workloads, utilizing NVIDIA H100 and H200 GPUs for superior performance, scalability, and security.
The company has secured binding agreements with Boosteroid Inc., DNA Holdings Venture Inc., and Cerebras. In Q1 and Q2 2024, HPC contributed XX% and XX% of Bit Digital’s total revenue, respectively, with a projected annual run rate of $XXX million by the end of 2025. Additionally, Bit Digital is exploring a potential public IPO for WhiteFiber, Inc.
If you find value in my analysis, I kindly invite you to follow my work, enabling me to continue delivering research that supports and informs our community.🙏🙏
XXXXXX engagements
