Foren & Soziale Netzwerke zur BTCS Aktie

 

11/14/25 :: VROCKSTAR :: NASDAQ:BTCS Hard to rec vs. sbet > bmnr - some of the tracking websites are applying their smooth brain to calculating the true implied mnav here which is not as juicy as might appear - i'm getting something like .85 which is way different than the 0.55 - 0.6 that i see being posted around - don't ignore the diluted shares AND don't ignore some of these weird "V" class shares that while not included "until 2027" (and likely you can still make money if underlying goes higher -> as is always the case for DATs)... you have better horses - BMNR is the gold standard, but at 1.1x mnav vs. SBET's (silver) at 0.83x as of writing keeps me much more SBET heavy - i will write more about my YE thinking into '26 but here's a TL;DR that i might repeat in future notes so/if helpful. - 2026-2030 IMVHO will be all about identifying NETWORKS that BENEFIT from AI - it's super hard for mkt to look thru disruption that may happen in software. will be winners, many have run (e.g. pltr), many will thrive