#anthonypompliano
anthonypompliano
4,548 views
30 Discussing
Hot
Latest
#ProCapFilesBitcoinTreasuryDiscountETF
ProCap Files Bitcoin Treasury mNAV Discount ETF — Here’s What It Means 💼📉
Just came across something interesting in the ETF space. Anthony Pompliano’s ProCap, in partnership with Tidal Investments, has filed for a Bitcoin Treasury mNAV Discount ETF.
What is mNAV?
mNAV measures the relationship between a company's market cap and the value of its Bitcoin holdings. When the ratio falls below 1.0x, it means the stock is trading at a discount relative to its Bitcoin treasury.
How It Works:
🔹 Buy signal — When mNAV drops below 1.0x (discount territory)
🔹 Sell signal — When mNAV rises above 1.15x (premium territory)
🔹 Larger positions go to assets with deeper discounts and stronger technical analysis signals
The Bigger Picture:
This filing is part of a broader move — Silvia (Pompliano's AI-focused company) actually filed five ETFs total, including an Anti-Money Printer ETF (Bitcoin, gold, land, guns), a Jensen Interview ETF, an Elon Musk ETF, and a Best Ideas ETF.
Bloomberg ETF analyst Eric Balchunas highlighted this on X.
Why This Matters:
This is a smart way to play the Bitcoin treasury trade — buying the discount when public companies with big BTC holdings are undervalued relative to their Bitcoin stacks, and taking profits when the market prices in a premium.
Still early days — SEC approval pending, but definitely one to watch.
What do you think — would you allocate to a fund like this? 👇
---
#ProCap #Bitcoin $ETFT.ETF #BitcoinTreasury #mNAV #CryptoInvesting #AnthonyPompliano #BinanceSquare
ProCap Files Bitcoin Treasury mNAV Discount ETF — Here’s What It Means 💼📉
Just came across something interesting in the ETF space. Anthony Pompliano’s ProCap, in partnership with Tidal Investments, has filed for a Bitcoin Treasury mNAV Discount ETF.
What is mNAV?
mNAV measures the relationship between a company's market cap and the value of its Bitcoin holdings. When the ratio falls below 1.0x, it means the stock is trading at a discount relative to its Bitcoin treasury.
How It Works:
🔹 Buy signal — When mNAV drops below 1.0x (discount territory)
🔹 Sell signal — When mNAV rises above 1.15x (premium territory)
🔹 Larger positions go to assets with deeper discounts and stronger technical analysis signals
The Bigger Picture:
This filing is part of a broader move — Silvia (Pompliano's AI-focused company) actually filed five ETFs total, including an Anti-Money Printer ETF (Bitcoin, gold, land, guns), a Jensen Interview ETF, an Elon Musk ETF, and a Best Ideas ETF.
Bloomberg ETF analyst Eric Balchunas highlighted this on X.
Why This Matters:
This is a smart way to play the Bitcoin treasury trade — buying the discount when public companies with big BTC holdings are undervalued relative to their Bitcoin stacks, and taking profits when the market prices in a premium.
Still early days — SEC approval pending, but definitely one to watch.
What do you think — would you allocate to a fund like this? 👇
---
#ProCap #Bitcoin $ETFT.ETF #BitcoinTreasury #mNAV #CryptoInvesting #AnthonyPompliano #BinanceSquare
BTC-0.43%
ETFTETF-4.71%
PersonOf804:
😅
#ProCap Expands Bitcoin Treasury With New 450 $BTC Purchase
ProCap Financial, led by Bitcoin advocate #anthonypompliano , has acquired another 450 $BTC (~$30M), bringing total holdings to 5,457 $BTC while lowering its average cost basis per coin.
The buy coincides with an aggressive share repurchase program, with over 782,000 shares bought back at roughly a 25% discount to NAV, echoing the Bitcoin treasury strategy popularized by MicroStrategy.
Now the 19th largest public Bitcoin holder, ProCap’s move reflects continued institutional accumulation as BTC trades near the mid $60K range.
ProCap Financial, led by Bitcoin advocate #anthonypompliano , has acquired another 450 $BTC (~$30M), bringing total holdings to 5,457 $BTC while lowering its average cost basis per coin.
The buy coincides with an aggressive share repurchase program, with over 782,000 shares bought back at roughly a 25% discount to NAV, echoing the Bitcoin treasury strategy popularized by MicroStrategy.
Now the 19th largest public Bitcoin holder, ProCap’s move reflects continued institutional accumulation as BTC trades near the mid $60K range.
Verified
@BNB Chain $BTC
📈 << Bitcoin doesn't have a floor because the dollar doesn't have a floor >>: Anthony Pompliano believes Bitcoin will keep climbing in the long run due to the ongoing increase in the money supply.
$SOL $USDT
#BTC #anthonypompliano #BinanceSquareFamily #CryptoPatience #CryptoTrading.
📈 << Bitcoin doesn't have a floor because the dollar doesn't have a floor >>: Anthony Pompliano believes Bitcoin will keep climbing in the long run due to the ongoing increase in the money supply.
$SOL $USDT
#BTC #anthonypompliano #BinanceSquareFamily #CryptoPatience #CryptoTrading.
Log in to explore more content