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AlphaLabs Podcast: The $200M Treasury Trading at $12M: House of Doge's Hidden Yield Machine

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Manage episode 514835655 series 3696165
Content provided by Mike Elliott. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Elliott or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What happens when a company holds $200 million in assets but trades at a $12 million market cap? In this episode, we dissect House of Doge's massive treasury disconnect—837 million DOGE generating 5-10% annual yields while the stock trades at just 0.06x Net Asset Value.

We break down the dual treasury structure (CleanCore's 730M DOGE + 21Shares' 107M ETP), analyze the $175M placement catalyst, and explain why crypto treasury companies like MicroStrategy trade at premiums while $TBH trades at a 94% discount. Plus: the yield math that could justify a 5x re-rating, macro tailwinds from Bitcoin's $100K breakthrough, and tomorrow's ETF catalyst preview.

⚠️ DISCLAIMER: This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions. Past performance does not guarantee future results. All data sourced from public filings and market data as of October 20, 2025. This distribution was conducted on behalf of CleanCore Solutions, Inc. (NYSE: ZONE) and was funded by Outside The Box Capital Inc. Full disclosure: bit.ly/4o08vtQ. Funded by: Outside The Box Capital Inc.

Podcast Disclaimer

This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.

Contact AlphaLabs:

[email protected]
x.com/mikeelliott

  continue reading

8 episodes

Artwork
iconShare
 
Manage episode 514835655 series 3696165
Content provided by Mike Elliott. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Elliott or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What happens when a company holds $200 million in assets but trades at a $12 million market cap? In this episode, we dissect House of Doge's massive treasury disconnect—837 million DOGE generating 5-10% annual yields while the stock trades at just 0.06x Net Asset Value.

We break down the dual treasury structure (CleanCore's 730M DOGE + 21Shares' 107M ETP), analyze the $175M placement catalyst, and explain why crypto treasury companies like MicroStrategy trade at premiums while $TBH trades at a 94% discount. Plus: the yield math that could justify a 5x re-rating, macro tailwinds from Bitcoin's $100K breakthrough, and tomorrow's ETF catalyst preview.

⚠️ DISCLAIMER: This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions. Past performance does not guarantee future results. All data sourced from public filings and market data as of October 20, 2025. This distribution was conducted on behalf of CleanCore Solutions, Inc. (NYSE: ZONE) and was funded by Outside The Box Capital Inc. Full disclosure: bit.ly/4o08vtQ. Funded by: Outside The Box Capital Inc.

Podcast Disclaimer

This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.

Contact AlphaLabs:

[email protected]
x.com/mikeelliott

  continue reading

8 episodes

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