Nakamoto's 96% Collapse & Strive Tumbles: What's Really Happening with Bitcoin Treasury Stocks?

Bitcoin treasury stocks are getting absolutely hammered! In this episode of "Freshly Squeezed," Tyler and Christian break down the brutal collapse of Nakamoto and Strive, exposing the hidden forces at play behind the scenes. We're talking 90% losses, PIPE deals, and why institutional investors are cashing out.

Summary of Key Topics:
We're peeling back the layers on the recent chaos in the Bitcoin treasury market. Here's what we cover:

Nakamoto's 90% crash in a month: What caused the stock to plummet from its highs? We explain the "PIPE" deal and why early investors had every incentive to dump their shares.

Strive's Reverse Merger: We dive into the Strive/ASST merger, revealing how their "shelf offering" and PIPE deal could unleash massive selling pressure on the stock.

Buyer Beware: Learn why retail investors need to be extra cautious with these pure-play Bitcoin treasury companies. The risks are real, and the incentives are not always aligned.

Bitcoin Treasury MNAV: We revisit the concept of Market Cap to Net Asset Value (MNAV) and why it's a critical metric for valuing these companies.

Strive's Alpha Strategy: Despite the short-term pain, we discuss Strive's innovative strategy of acquiring distressed biotech companies and Mt. Gox claims to accumulate more Bitcoin.

Are you holding any of these stocks? Let us know in the comments below! We want to hear your thoughts and war stories.

Don't forget to like, share, and subscribe to Treasury Orange for more fresh insights on Bitcoin treasury companies. Stay Orange, Stay Informed!

🔗 Links:
ASST (Strive) Deep Dive:    • Vivek Ramaswamy's NEW Bitcoin Company plan...  
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Timestamps:
00:00 Intro to Freshly Squeezed News Recap
00:16 Nakamoto's Recent Performance and Market Sentiment
03:46 Strive Reverse Merger & PIPE Sentiment