BTCT
BITCOIN TREASURY CORP
stock CVE

I bought a few shares in Strategy this year (much higher than it is now... fml I know) with more or less the same reasoning. Their mNAV has been hovering around 1 for a little while now so the underlying theory, the way I understand it, is that it should more or less mimic what bitcoin does from here on out. But it took a long time to get here with a lot of pain and volatility and that's also a much bigger company. I don't know much about BTCT but even if you think they're undervalued you have to be OK with very high risk.

I’m trying to find better ways to hold BTC rather than using conventional ETFs, and Bitcoin Treasury Corp (BTCT.V) seems appealing. The CEO is Elliot Johnson (the mind behind the Evolve crypto ETFs). It's a brand new company trading roughly 35% below NAV. Curious to hear thoughts on this kind of company for BTC exposure?

I bought a few shares in Strategy this year (much higher than it is now... fml I know) with more or less the same reasoning. Their mNAV has been hovering around 1 for a little while now so the underlying theory, the way I understand it, is that it should more or less mimic what bitcoin does from here on out. But it took a long time to get here with a lot of pain and volatility and that's also a much bigger company. I don't know much about BTCT but even if you think they're undervalued you have to be OK with very high risk.

I’m trying to find better ways to hold BTC rather than using conventional ETFs, and Bitcoin Treasury Corp (BTCT.V) seems appealing. The CEO is Elliot Johnson (the mind behind the Evolve crypto ETFs). It's a brand new company trading roughly 35% below NAV. Curious to hear thoughts on this kind of company for BTC exposure?