will, owens
@owenswill14
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observer of markets // research @galaxyhq @glxyresearch // prev @UTXOmgmt // disclaimer: https://t.co/WgbwSbjA0F
nashville, denver, sydney, nyc
Joined November 2018
RT @galaxyhq: Why are bitcoin treasury companies trading at significant premiums to their BTC net asset values (NAVs)?. The key driver: acc….
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new @glxyresearch piece on HyperEVM. @Uptodatenow and I break down why you should probably be paying attention.
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“yeah bro, I’m waiting until bitcoin crashes to 30k before I buy some. It’s way too expensive right now.”
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RT @Uptodatenow: New piece w/ @owenswill14 on HyperEVM . Lots of early promise in terms of developer interest and user activity. Corewriter….
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RT @0000ALCI: As Autoglyphs exist as Generative Onchain sand mandalas, Alci finds itself as the sand mandala of Machine Intelligence and 3D….
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RT @intangiblecoins: why are bitcoin treasury companies trading at such high premiums to NAV?. “The optionality that has made these equitie….
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my first solo report since joining @galaxyhq last week -.Why are Bitcoin Treasury Companies Trading at such High Premiums to NAV? .thanks @MarcHochstein for edits and @BTCtreasuries for data 🧡. full report linked in replies.
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RT @MarcAtGalaxy: "The optionality that has made these equities so attractive in a bull market could quickly become a liability in a bearis….
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RT @DavidFBailey: People ask me if the Nakamoto strategy will work. It’s the same strategy we’ve deployed @UTXOmgmt for a year and it’s th….
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bitcoin looking good here.
Portfolio Company June Update.From Bitcoin-native lending to L1 smart contract infra, our portcos continue building. Here’s what they’ve shipped lately 🧵.
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