VanEck’s digital assets research head, Matthew Sigel, warns Bitcoin treasury companies about the risks of trading near or below their Bitcoin net asset values (NAV). He highlights potential equity dilution and capital erosion, urging firms to adopt safeguards. Semler Scientific is cited as nearing NAV parity, raising concerns.
- Bitcoin treasury companies risk equity dilution if stocks trade near NAV, warns VanEck's Matthew Sigel.
- Semler Scientific is approaching NAV parity, highlighting potential capital erosion risks.
- DonAlt predicts Bitcoin treasury firms may drive the next bear market's selling pressure.
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