Why $MSTR mNAV actually makes sense.
ForrestHODL26 Marras 2024

Why $MSTR mNAV actually makes sense.

mNAV stands for multiple of Net asset value. People think that MicroStrategy should trade at or near it's net asset value like a bitcoin ETF. Except it's not an ETF, it's a growth company that is growing it's bitcoin per share, by selling financial products like convertible bonds, issuing new shares when that mNAV is high to acquire cash to buy more bitcoin, by using their free cash flow from their Business Intelligence business to buy bitcoin, and who knows what else into the future. Maybe traditional corporate debt at interest rates lower than you or I could get, maybe earning yield on bitcoin, maybe using bitcoin in some way that is inconceivable today but will be commonplace in the future and they just happen to be the biggest single hodler of this digital capital, again who knows. That's why MSTR is a bet on the future and that's why MSTR should be valued as a growth company Where I buy Bitcoin (Non-KYC options) https://bitcoinwell.com/referral/bitcoinnotcrypto Join my BTC Discord and book a Free 1on1 call https://discord.gg/PY5tKvAamB Fund my Documentary "The Land of Volcanos and Bitcoin" https://geyser.fund/project/thelandofvolcanosandbitcoin Donate BTC to the show bc1qcutnrvw8cevmmyw47j02gw0s4q3f3pgkskje4z Lightning at takingback@bitrefill.me Follow me on Nostr npub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fs Movies I've made https://amzn.to/3FtVKmr https://amzn.to/3FtVKmr https://amzn.to/3FtkmM6 https://amzn.to/3s43FE8 Alternative Dwelling Documentaries https://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA

Jaksot(275)

Dollar Milk Shake Theory explained | What does this mean for USD and $BTC

Dollar Milk Shake Theory explained | What does this mean for USD and $BTC

Link to the X threadhttps://x.com/peruvian_bull/status/1914461509360738702Where I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoin w...

11 Touko 202520min

$MSTR and Bitcoin with Michael Sullivan

$MSTR and Bitcoin with Michael Sullivan

Follow Michael herehttps://x.com/SullyMichaelvanhttps://michaelrsullivan.com/Where I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoi...

6 Touko 202556min

Does $MSTR deserve a mNAV to it's BTC?

Does $MSTR deserve a mNAV to it's BTC?

Where I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoin well?https://youtu.be/-52aEY3LIFsBook a 1|1 Bitcoin Consulting call with me...

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This is a legitimate threat to Bitcoin | Spam wars with Bitcoin Mechanic.

This is a legitimate threat to Bitcoin | Spam wars with Bitcoin Mechanic.

Follow Bitcoin Mechanic herehttps://www.youtube.com/@UCGJejc8-Y_99ziZyQdE_T2g https://x.com/GrassFedBitcoinEasy way to run Bitcoin Knotshttps://youtu.be/QabBSVF08KEWhere I buy Bitcoin (Non-KYC options...

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21 Capital is a Bigger Story then we think...

21 Capital is a Bigger Story then we think...

Adam's tweethttps://x.com/AdamBLiv/status/1915220871699890312Where I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoin well?https://y...

1 Touko 202511min

Are $MSTR and $XXI undervalued? | mNAV explained

Are $MSTR and $XXI undervalued? | mNAV explained

A discussion and example of evaluating BTC companies by their multiple to net asset value (Bitcoin holdings) vs large tech stocks, and "Stable" companies in the s&p 500.mNAV spreedsheethttps://docs.go...

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The Unknowns of 21 Capital | $CEP / $XXI

The Unknowns of 21 Capital | $CEP / $XXI

Unknowns are risks, and we should know the risks of something that we are investing in. Many of these questions will be answered soon as more information is released. Where I buy Bitcoin (Non-KYC opti...

28 Huhti 202519min

How to value $CEP/$XXI 21 Capital? 3x mNAV and Future Projections

How to value $CEP/$XXI 21 Capital? 3x mNAV and Future Projections

I map future possible projections of Jack Mallers 21 Capital to see how many Bitcoin they could get and how long it would take to justify the 3 times multiple to it's net asset value which it currentl...

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