ETH TCOs: Blockworks has a good dashboard for tracking TCOs mcaps, trading volumes, mNAVs and holdings. BMNR is up 65% on the week and saw mNAV expansion from 1.21 to 1.68 allowing for more accretive issuance. mNAVs > 1.5 to 2.0 are a good proxy for impending ATMs. link below
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