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Bitcoin Treasury Stocks: Sentiment or Structure? Deep Dive
with Adrian Morris
DATE
29 June 2026
DURATION
01:06:57
GUEST
Adrian Morris
In this episode, Adrian Morris joins the show to discuss Bitcoin Treasury Companies. We explore whether MSTR and STRC are over, sustainable mNAV premiums, the impact of leverage, the right way to calculate mNAV, how many such companies can realistically exist, and how this space evolves through bull and bear markets.
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