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![ForwardGuidance Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1540344422939983874.png) Forward Guidance [@ForwardGuidance](/creator/twitter/ForwardGuidance) on x 22.5K followers
Created: 2025-07-08 13:54:50 UTC

ICYMI: Unpacking The Crypto Treasury Meta

We Discuss:
🔶 Why token acquisition vehicles are booming
🔶 MicroStrategy’s sovereign put
🔶 Sustainability of mNAV premiums
🔶 Crypto treasuries as shadow banks
🔶 Capital structure risks & opportunities

Timestamps:
00:00 Introduction
01:05 The Rise of Crypto Treasury Companies
07:45 What Catalyzed this Trend?
08:27 Ledger Ad
09:24 What Catalyzed this Trend?
14:17 Unpacking the Capital Structure
20:26 Risks to Crypto Treasury Companies
22:06 Ledger Ad
23:00 Risks to Crypto Treasury Companies
30:53 Asset Unwind Risk

@CryptoIRGuy @fundstrat
@David_Grid @fejau_inc

Links Below ↓

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XXXXX engagements

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**Related Topics**
[ledger](/topic/ledger)
[stocks crypto treasuries](/topic/stocks-crypto-treasuries)
[sustainability](/topic/sustainability)
[acquisition](/topic/acquisition)
[token](/topic/token)
[meta](/topic/meta)

[Post Link](https://x.com/ForwardGuidance/status/1942583157469110296)