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How to Pick the WINNING Bitcoin Treasury Company (Mark Moss Framework)
28 days ago
5
Finance & Crypto
Education
Bitcoin treasury companies
Bitcoin stocks
MicroStrategy
MSTR
Michael Saylor
Mark Moss
mNAV
net asset value
NAV premium
Can a Bitcoin treasury stock actually beat simply holding BTC in self custody? I break down Mark Moss’s seven metric framework for scoring equities: mNAV premiums, Bitcoin holdings and disclosure clarity, management track record, credit and liquidation risk, Bitcoin yield and dilution, capital efficiency or “Bitcoin torque,” and R squared correlation to BTC. Use this checklist to spot sustainable premiums and avoid being exit liquidity for hype.
Watch the full episode: https://youtu.be/5ZB3a2rdW44
Visit my Website to learn more or connect: https://jakewoodhouse.io/
#bitcoin #MSTR #MichaelSaylor #BitcoinTreasuryCompanies #metaplanet #XXI #JackMallers
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