X @Solana
Solana·2025-11-27 17:56

RT Jiani Chen (@chloejiani)There are now 170+ BTC treasury companies.To maintain an mNAV above 1, these DATs must actively put their assets to work or connect themselves to real cash-flowing businesses—otherwise they risk trading at a discount.One path that is clear to me: move these BTCs to Solana, where the deepest and most reliable on-chain yield opportunities exist. ...