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$ZEC
Will Ethereum treasury companies face a crisis?

Right now, many Ethereum treasury companies have an mNAV below 1. Is there a possibility that these companies will face a crisis during this bear market, leading to a panic sell-off?

Is there a possibility of a crisis occurring? I believe there is indeed a possibility, but whether it actually happens is unknown.

What I care more about is: if this possibility really occurs, what should we, as participants, do?

My approach is very simple: if Ethereum drops to $2500, I will continue to invest regularly. Once you think this through, you don’t need to be too entangled about whether it will face a crisis or not.