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![propulsionpoint Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::76150544.png) PropulsionPoint Capital [@propulsionpoint](/creator/twitter/propulsionpoint) on x 1000 followers
Created: 2025-07-13 01:03:52 UTC

$SBET = 253k $ETH = XXX Mn $
Market Cap= 1550 Mn $
mNAV= ~2x

The other treasury leaders trade at :
$BTC = $MSTR = mNAV=~1.9x
$SOL = $DFDV = mNAV= ~3.0x
$BTC = $MTPLF= mNAV= ~4.3x

So $SBET has room to go higher as the leader in $ETH and with Lubin as chairman. A premium is warranted. Another 30-40% and one should start trimming. Funnily that also fills the gap at 30$. 

Although market sentiment will determine short term price action and of course $SBET can front run the expected rally in $ETH


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944201074833076341/c:line.svg)

**Related Topics**
[sol](/topic/sol)
[mstr](/topic/mstr)
[Sentiment](/topic/sentiment)
[$dfdv](/topic/$dfdv)
[$sol](/topic/$sol)
[$mstr](/topic/$mstr)
[$btc](/topic/$btc)
[market cap](/topic/market-cap)

[Post Link](https://x.com/propulsionpoint/status/1944201074833076341)