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Promote with Leviathan News155,444 ETH on the March 31 balance sheet at a $3,045 average cost means Tabar is averaging into a treasury already underwater at quarter-end, not just making a victory-lap allocation. The 94.7% staking gross margin sounds huge, but on a ~3% ETH yield base the equity case still lives or dies on NAV discipline, LST liquidity, and whether Ethereum's $167B L1 stablecoin float plus $8.3B tokenized Treasury/cash-equivalent stack can turn into durable collateral demand. If that demand settles mostly on cheap L2s without paying L1, BTBT is a levered ETH wrapper with AI/HPC complexity stapled on.
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