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Source document· December 9, 2025

Why Bitcoin Treasuries Are Trading at a Discount

View original at finance.yahoo.com

Why Bitcoin Treasuries Are Trading at a Discount TL;DR: Net capital inflows into Bitcoin totaled $661B since January 2024, with US spot ETFs acquiring approximately 5.2% of that flow, while FASB fair value accounting (effective 2025) eliminated impairment-only treatment that distorted corporate Bitcoin holdings on bala…

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Net capital inflows into Bitcoin totaled $661B since January 2024, with US spot ETFs acquiring approximately 5.2% of that flow
80% confidence
December 2025 Fed rate cut has 80% odds
80% confidence
Most treasury companies now trade below NAV, with Strategy mNAV at 0.856
80% confidence
The industry has likely passed peak treasury issuance
80% confidence