Will the Ethereum treasury company collapse?- There are now a large number of Ethereum treasury companies with mNAV below 1. Is it possible for these companies to face a collapse in this bear market, leading to a cascading dumping?
Is there a possibility of a crash? I do think there is indeed a possibility of a crash, but whether it will actually happen is unknown.
What I care more about is: if this possibility really happens, what should we, as participants, do?
My approach is simple: if Ethereum drops to $2500, I will continue to dollar-cost average. Once you understand this, you don't need to worry too much about whether it will crash or not.
As I wrote in my article yesterday, I neither hate nor like these companies. Most of them (except for MicroStrategy) are just a bunch of gamblers. They are using investors' money, so if they lose, they are not responsible, and if they make a profit, it is their own achievement. Therefore, I have always viewed them with a critical and cautious perspective.
In fact, there are not only these treasury companies, but many in this round of market.
金色财经_·56m ago