Episode Details
| Title | The Crypto Treasury Playbook With Ben Forman & Josh Solesbury From ParaFi Capital |
|---|---|
| Date | 7/14/2025 |
| Podcast | Empire ↗ |
Key Insights
Bullish:
- 🟢 $CRYPTOTREASURIES - Crypto treasury plays are seen as a misunderstood intersection between traditional capital markets and digital assets, with potential to outperform spot Bitcoin over the long term due to their ability to grow NAV per share.
- “We believe crypto treasury plays are a deeply misunderstood intersection between traditional capital markets and digital asset markets.” - Ben (2:55)
- “The ability to grow NAV per share is a reason why these things over a long term time horizon could outperform spot.” - Ben (5:25)
- 🟢 $MSTR - 🔒
- 🟢 $ETH - 🔒
- 🟢 $TECH - 🔒
Bearish:
- 🔻 $ALTCOINS - 🔒