Uploaded August 2025 | Updated September 2026, 43 minutes ago

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In this clip, Rizzo & Tim Kotzman explore emerging metrics for valuing Bitcoin treasury companies (like forward mNAV) and how they can highlight long-term growth potential even when current valuations seem stretched. However, Tim argues that with major players like BlackRock slowly increasing allocations and new products offering yield plus upside, there’s significant room to run over the coming decades.
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