German Bitcoin treasury companies Loading... : Investor Sentiment and Bull/Bear Views

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18:52
Jul 14
Jonah Van Bourg Head of Trading, Cumberland / ex-Vitol 1000x Podcast
Long cheap treasury cos, short rich
German Bitcoin treasury companies are trading at a discount to NAV while US ones trade at incredible premiums. As more treasury companies are created, the discount/premium on all of them should compress because investors have more options. He suggests a delta-neutral pair trade: buy the cheaper treasury companies and short the richer ones, expecting inefficiencies to converge.
MED

About German Bitcoin treasury companies Investor Commentary

Across the available history and selected sources, Buzzberg tracks German Bitcoin treasury companies across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Jonah Van Bourg.