According to @Andre_Dragosch, the average mNAV of the top 10 BTCTCs is 1.67 and the average mNAV of the top 10 ETHTCs is 1.23, excluding outliers such as Coinbase and Yunfeng Financial, source: @Andre_Dragosch on X, September 3, 2025. This shows BTCTCs in the measured group have a higher mNAV than ETHTCs by 0.44 under the same methodology, source: @Andre_Dragosch on X, September 3, 2025. The calculation explicitly removes Coinbase and Yunfeng Financial from the sample as outliers, source: @Andre_Dragosch on X, September 3, 2025.

According to @StockMarketNerd, Palantir (PLTR) is expensive at current levels, underscoring a valuation premium that traders should note (source: @StockMarketNerd on X, Aug 20, 2025). According to @StockMarketNerd, a short thesis built solely on peer-relative valuation (company X implies PLTR worth Y) is underwhelming and not compelling for bears (source: @StockMarketNerd on X, Aug 20, 2025). According to @StockMarketNerd, the post provides no specific catalysts, financial metrics, or guidance changes, and it does not mention cryptocurrencies or crypto markets, indicating no direct crypto linkage in this comment (source: @StockMarketNerd on X, Aug 20, 2025).