$ZKJ trading at $2bn FDV for months was a complete mystery t | thedefivillain on Binance Square

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$ZKJ trading at $2bn FDV for months was a complete mystery to me

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$ONDO is one of the rare coins that has been doing well during two risk-on seasons in a row (early 2024, and Q4 24), I would be surprised to see it be strong again for a 3rd time. On top of this, it's still trading at $8bn FDV (top #22) for no other reason than maybe the "consolidation into the winner" (in this case, of the RWA sector) phenomenon we often see in crypto I am short-biased on this coin as a consequence

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We can argue about the appropriate premium to NAV that $MSTR should trade at, but if you are wondering why MSTR even trades at a premium in the first place, then you should really take more time to understand their playbook. (They are consistently increasing their BTC / share, so it's perfectly logical to trade at a premium...)

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$STRK : You can probably target +50% upside with very minimal downside I don't know how long the market will take to figure this one out, but looks like an incredible risk-adjusted trade (I am talking about the MSTR preferred stock, not the StarkNet L2 kek)

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The BTC treasury companies are much less risky than the degen leverage we've seen in 2021 because the actual levels of debt raised are low (so low leverage), and it is debt with like 4-year duration, so there is no margin call or liquidation levels. CT never takes a look at the numbers and somehow thinks that ANY form of leverage must be punished.

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The BTC treasury companies are much less risky than the degen leverage we've seen in 2021 because the actual levels of debt raised are low (so low leverage), and it is debt with like 4-year duration, so there is no margin call or liquidation levels. CT never takes a look at the numbers and somehow thinks that ANY form of leverage must be punished.

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