X @Messari
Messariยท2025-10-03 15:00
ETH and SOL mNAVs are converging around a declining BTC mNAVKaleb (@Kaleb0x):The ETH treasury bid is growingBut premiums are compressing: ETH & SOL mNAVs have converged on BTC mNAV, which itself is down 31.2% over the past 3 monthsMaybe deployment onchain and DeFi yield can keep mNAVs above 1 but we will see https://t.co/fRwjflUn88 ...