{"id":34905,"date":"2025-07-04T04:35:17","date_gmt":"2025-07-04T04:35:17","guid":{"rendered":"https:\/\/www.duck9.com\/blog\/?p=34905"},"modified":"2025-07-04T00:35:52","modified_gmt":"2025-07-04T04:35:52","slug":"ceos-of-bitcoin-treasury-companies-duck-bankruptcy","status":"publish","type":"post","link":"https:\/\/www.duck9.com\/blog\/ceos-of-bitcoin-treasury-companies-duck-bankruptcy\/","title":{"rendered":"CEOs of Bitcoin Treasury Companies, Duck Bankruptcy"},"content":{"rendered":"
\n
\n
\n
\n
<\/p>\n\n\n\n\n
\"maxresdefault.jpg\"<\/td>\n<\/tr>\n
\n\n\n\n
\n
\n
How To Get Rekt Buying Bitcoin Treasury Companies<\/font><\/a><\/div>\n
youtu.be<\/font><\/a><\/div>\n<\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/a><\/div>\n<\/div>\n

<\/div>\n


<\/p>\n

\n
– Matthew Kratter’s video from Bitcoin University explains the risks of investing in Bitcoin treasury companies, drawing an analogy to traditional finance where high P\/E ratios in fast-growing companies can lead to disappointing returns due to market compression, suggesting a similar risk with mNAV (multiple of net asset value) in Bitcoin treasury stocks.<\/div>\n
<\/div>\n
– The video highlights that even if a Bitcoin treasury company increases its Bitcoin holdings and the price of Bitcoin doubles, the stock might only rise by 50% due to mNAV compression, underperforming compared to direct Bitcoin investment, which could double in value.<\/div>\n
<\/div>\n
– Kratter advises caution, noting that buying Bitcoin treasury companies at high mNAVs is risky due to potential management issues, custodian failures, and market competition, recommending instead to hold Bitcoin directly in cold storage for a simpler, less risky investment strategy.<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

How To Get Rekt Buying Bitcoin Treasury Companies youtu.be – Matthew Kratter’s video from Bitcoin University explains the risks of investing in Bitcoin treasury companies, drawing an analogy to traditional finance where high P\/E ratios in fast-growing companies can lead to disappointing returns due to market compression, suggesting a similar risk with mNAV (multiple of […]<\/p>\n","protected":false},"author":1,"featured_media":34906,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-34905","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts\/34905","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/comments?post=34905"}],"version-history":[{"count":0,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts\/34905\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/media\/34906"}],"wp:attachment":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/media?parent=34905"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/categories?post=34905"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/tags?post=34905"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}