Compass Investments Strategy Still Dominates Corporate Bitcoin, But Treasury

📌 Strategy Still Dominates Corporate Bitcoin, But Treasury Premiums Are Under Pressure – Strategy remains the largest public corporate Bitcoin holder, yet the market is now watching mNAV and funding conditions more closely.

MicroStrategy remains the largest public corporate #Bitcoin holder, but treasury premiums are under pressure as mNAV and funding conditions tighten. Microstrategy

$BTC ,

MicroStrategy remains the largest public corporate #Bitcoin holder, but treasury premiums are under pressure as mNAV and funding conditions tighten.

Markets now track mNAV swings, repo/funding spreads and ETF flows for premium risk; allocations remain intact but price-of-carry and liquidity dynamics have narrowed the premium. #Macro Insights# #MicroStrategy