#valuation-compression

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fromBitcoin Magazine
1 month ago

Bitcoin Mining Stocks Outperform Bitcoin And Corporate Treasuries In Latest Market Rally

Our new Bitcoin Treasury Tracker provides day-by-day insight into how much Bitcoin these major public and private treasury companies hold, when they've accumulated, and how their positions have evolved. These treasuries now collectively hold over 1 million BTC, a staggering sum representing over 5% of the total circulating supply. The scale of this accumulation has been a cornerstone of Bitcoin's current cycle strength. However, some of these companies are facing increasing pressure as their equity valuations struggle to keep pace with the Bitcoin price itself.
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