X @Messari
Messariยท2025-10-03 15:00
Market Trends - ETH and SOL mNAVs are converging around a declining BTC mNAV [1] - BTC mNAV is down 31.2% over the past 3 months [1] Potential Risks and Opportunities - Onchain and DeFi yield deployment may keep mNAVs above 1 [1] - The ETH treasury bid is growing [1] Investment Analysis - Premiums are compressing for ETH and SOL [1]