Drag Compression Curves -- Bitcoin Treasury Company Analysis

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DRAG % vs BTC PRICE — ALL 10 COMPANIES
▼ DRAG % AT SELECTED PRICE
$84K
Company Drag Equity Owns CEBE Δ vs Now Claim Type
How it works: Drag = Net Senior Claims (Debt + Preferred − Cash) ÷ (Total BTC × BTC Price). Fiat-denominated claims (USD, JPY, EUR, GBP) compress as BTC rises — the numerator is fixed in fiat while BTC price rises. BTC-denominated claims have static drag regardless of price. Collateral-backed claims carry liquidation triggers below a maintenance ratio. Read the CEBE framework →