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![thedefivillain Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1522870521414787072.png) VIKTOR [@thedefivillain](/creator/twitter/thedefivillain) on x 54.6K followers
Created: 2025-07-20 08:09:05 UTC

A fun fact about the treasury companies is that the less logical place for the premium to NAV to trade at is X

- Either the company is doomed and will end up collapsing, in which case it should trade at a strict discount to NAV

- Or it won't collapse, in which case it will be able to generate yield on its underlying asset, which means it should trade at a strict premium


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946844798582726758/c:line.svg)

**Related Topics**
[discount](/topic/discount)

[Post Link](https://x.com/thedefivillain/status/1946844798582726758)