VanEck Analyst Warns of “Extractive Dilution” as Semler’s Stock Falters and Metaplanet Rallies

A stark divide is emerging among public companies with Bitcoin on their balance sheets. As BTC hovers near all-time highs, investors are rewarding firms with aggressive yet well-aligned BTC strategies, while penalizing those perceived to be mismanaging treasury growth or shareholder value. The divergence is being reflected not just in price charts, but in company […] The post VanEck Analyst Warns of “Extractive Dilution” as Semler’s Stock Falters and Metaplanet Rallies appeared first on Coin Edition.