Bitcoin treasury firms are experiencing downturns, with share prices falling below significant thresholds, leading to volatility in their market valuation.
TD Cowen’s analysis shows that Semler Scientific, Sequans, DDC Enterprise, and Bitcoin Treasury Corp are trading at discounts of 4% to 25% compared to their Bitcoin assets.
Despite the challenges, there is speculation that some Bitcoin treasury firms might outperform Bitcoin, while others could either be acquired or exit the market.
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