#TreasuryCompany

AVAX Treasury Bet: Wall Street Vet Bart Smith Backs Avalanche

16d ago

AVAX Treasury Bet: Wall Street Vet Bart Smith Backs Avalanche

The Avalanche Treasury Company CEO is using the public-market wrapper that turned MicroStrategy into a Bitcoin proxy to argue AVAX is undervalued versus its institutional use cases.

TheBlock

BTC Treasury Firm Sells Entire Bitcoin Stash Amid Debt Pressure

🩸BEARISH

24d ago

BTC Treasury Firm Sells Entire Bitcoin Stash Amid Debt Pressure

The forced seller is a canary for the whole cohort: when refinancing tightens, the "buy more BTC" pitch stops working and the equity gets marked against NAV until the math clears.

CryptoSlate

Benchmark reiterates $570 target on Strategy with 500% upside call

〽️NEUTRAL

26d ago

Benchmark reiterates $570 target on Strategy with 500% upside call

The price target actually lands below Strategy's recent trading band, so the upside call is rooted in the new capital framework rather than a higher multiple on the existing bitcoin stack.

TheBlock