Strive。其资产的净值溢价是 1.50。这一只和 Bitcoin 相比简直是碾压,我们来和 Bitcoin 比一比。它是一家 Bitcoin 储备公司,代码 USD。就为了让你看看它做得有多好。
嗯,这大概会是一张不可思议的走势图。嗯,砰。我们回到五年前。放大。我想看看它是如何完全跑赢的。嗯,没有我预期的那么多。打开百分比,这样我们就知道我们是从哪里来的。所以这个我没有准备,但是的,如果你看 asset,自熊市开始以来,它跑赢 Bitcoin 114%。
这非常非常令人印象深刻,确实非常令人印象深刻,但净值溢价是 1.5,而 Micro Strategy 的净值折价约为 20%。而 asset 的交易价格是 50% 的溢价,这有点高。
你可能记得我当年,所有人都在谈论 MetPlanet,我说:“你不能碰那个。它是他们 Bitcoin 价值的 6.5 倍。这毫无道理。”当然,它确实没道理。所有人都说:“你为什么不买 Meta,溢价高得离谱。”
总之,考虑到所有其他 Bitcoin 储备公司,这是目前净值溢价最高的。所以,我在这里会小心。
Strive. The nav premium on asset is a 1.50. This one is killing it compared to let's compare it to Bitcoin. It's a Bitcoin treasury company USD. Just to show you how good it's done.
Uh This is going to be probably an incredible chart. Um, boom. Let's go back five years. Zoom in. I want to see how it's completely outperformed. Well, not as much as I would have expected.
Turn on percentage so we know where we've come from. So I don't have this prepared but yeah if you look at asset since the bare market began it's beaten Bitcoin by 114%. That's very very impressive very impressive indeed but the NAV premium is 1.5 whereas the NAV discount to Micro Strategy is about 20%.
Whereas asset is trading at a 50% premium that's a bit high. You may remember me back in the day, everybody was talking about MetPlanet and I said, "You can't touch that. It's 6.5 times the value of their Bitcoin.
That makes no sense." And of course, it didn't. And everybody says, "Why aren't you buying Metap premium is stupid high." Anyway, considering all of the other Bitcoin treasury companies, this is the highest NAV premium right now. So, I'd be careful here.