Today the three of us are diving deep on Digital Asset Treasury Companies.

We discuss:

• What digital asset treasury companies are
• Notable examples and structures
• Why this category is rising now
• How to evaluate them (key metrics)
• Our Digital Asset Treasury dashboard
• Market caps in context
• MicroStrategy’s BTC holdings
• Market cap vs Net Asset Value (NAV)
• The crypto investment flywheel
• When companies trade at high premiums
• BitMine: a closer look
• Pre-funded warrants & their impact

And much more—enjoy!
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Timestamps:
(00:00) Introduction
(04:11) Understanding Digital Asset Treasury Companies
(05:12) Examples of Digital Asset Treasury Companies
(08:15) The Rise of Digital Asset Treasury Companies
(16:35) Metrics for Evaluating Digital Asset Treasury Companies
(16:56) Digital Asset Treasury Dashboard
(24:43) Market Caps
(25:14) Understanding MicroStrategy's Bitcoin Holdings
(26:50) Market Cap vs. Net Asset Value (NAV)
(28:51) The Flywheel Effect in Crypto Investments
(30:38) Analyzing High Premiums in Crypto Companies
(33:53) Deep Dive into Bit Mine Data
(37:04) The Impact of Pre-Funded Warrants
(42:30) Final Thoughts on Digital Asset Treasuries
(47:25) Outro
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The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby @0xBoxer @sui414.

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DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.