According to @caprioleio, when accounting for enterprise value including debt, 20% of Bitcoin Treasury Companies currently show mNAV Enterprise below 1, source: Charles Edwards (@caprioleio) on X, September 1, 2025. He adds that this percentage has not reached a new all-time high, source: Charles Edwards (@caprioleio) on X, September 1, 2025. He characterizes this as good news, indicating the breadth of this condition is not at an extreme relative to history, source: Charles Edwards (@caprioleio) on X, September 1, 2025.

According to Farside Investors, CANG appears to have a notably low enterprise value (EV), which could indicate undervaluation in the current market environment. Traders should monitor CANG for potential price movements, as low EV may attract value-oriented investors and increase volatility. This financial metric is essential for evaluating potential upside in equities, especially those with exposure to the broader crypto market or fintech sector, as cited by Farside Investors.

According to The Kobeissi Letter, technology stocks' enterprise value has reached a record 62.5% of US GDP, highlighting a significant market concentration. This is particularly noteworthy as the ongoing trade war heavily targets these tech companies, potentially leading to increased volatility in the market. Retail traders should prepare for substantial market swings as developments unfold in 2025.

According to The Kobeissi Letter, technology stocks' enterprise value now equals a record 62.5% of US GDP. This valuation comes amid a trade war highly focused on these technology names, leading to expectations of larger market swings. Retail traders should prepare for significant volatility in 2025, as the market dynamics evolve.