TAO Treasuries (@taotreasuries on X) just added an article on their substack describing the seven archetypes of public TAO Treasury companies.
These archetypes include:
- The accretive dilutor
- The staker
- The validator
- The miner
- The trader
- The VC
- The Hybrid Strategist
This view of public company TAO treasuries will eventually apply to all public treasury companies.
You can’t just buy tokens of BTC or ETH (or TAO) and do nothing else – else you will be valued like a closed end fund and you will eventually be valued at a discount to your NAV (net asset value).
You have to find ways to differentiate yourself. For instance, with ETH, pursuing an agressive yield strategy (look up, “looping yield strategies”).
With TAO, a treasury company can buy subnets, start a subnet, perhaps even buy $INSPECT, the TAO layer two, and pursue aggressive ways to add to tokens per share.
But check out the above article. Subscribe to TAO Treasuries’ substack.
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