ETH Treasury Strategy companies will go the same way as the ETH ETF
Demand expectations much hig...
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The author predicts that companies holding Ethereum (ETH) in their treasury will underperform market expectations, similar to his view on the ETH ETF. He suggests demand for these strategies is much lower than the market anticipates. As a result, he forecasts these companies will trade at a significant discount to their Net Asset Value (NAV) by next year.
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