5/5 🧵 The useful takeaway: BPS shows upside, CEBE BPS shows risk, BTC Yield shows execution. That’s a solid framework for comparing Bitcoin treasury companies, especially as more public firms copy the Strategy playbook. The catch is obvious: these metrics are still Saylor-made, so critics are right to question whether they’ll become a real standard or just a flattering house style. 📎 Source
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