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What do you think is a fair mNAV for Strategy?
485 sats \ 14 comments \ @Haiku7336 16 Jun 2025 bitcoin
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Check's Strategy Strategy (_Checkonchain)newsletter.checkonchain.com/p/my-strategy-strategy
1690 sats \ 9 comments \ @denlillaapan 8 Jan econ
Strategy’s bitcoin premium vanishes as mNAV crashes to 1xprotos.com/strategys-bitcoin-premium-vanishes-as-mnav-crashes-to-1x/
278 sats \ 2 comments \ @0xbitcoiner 8 Jan Stacker_Stocks
It took Michael Saylor seven minutes to define mNAVprotos.com/it-took-michael-saylor-seven-minutes-to-define-mnav/
239 sats \ 1 comment \ @0xbitcoiner 11 Jun Stacker_Stocks
Something extremely important is happening, and few people are paying attention.
550 sats \ 1 comment \ @VisionofBitcoin 7 Nov 2025 Stacker_Stocks
Broken PIPEs: Is Now the Time to Buy ASST, NAKA?newsletter.bitcointreasuries.net/p/broken-pipes-is-now-the-time-to-buy-asst-naka
188 sats \ 8 comments \ @BlokchainB 24 Oct 2025 Stacker_Stocks
Forbes Cover: NAKA, David Bailey, & Copying Buffett (Forbes, Nina Bambysheva)www.forbes.com/sites/ninabambysheva/2025/10/30/trumps-crypto-advisers-quixotic-quest-to-build-a-leading-bitcoin-bank/
1176 sats \ 12 comments \ @denlillaapan 30 Oct 2025 bitcoin
Companies holding bitcoin reserves could face a sustainability crisis.atlas21.com/few-bitcoin-treasury-companies-will-survive-the-death-spiral-report/
296 sats \ 4 comments \ @Bell_curve 30 Jun 2025 Stacker_Stocks
One Man Fucks Over 100,000 Dudes in a Day (Strategy)www.strategy.com/press/strategy-increases-its-btc-reserve-to-845256-and-usd-reserve-to-1-0-billion_06-08-2026
1695 sats \ 18 comments \ @denlillaapan 8 Jun Stacker_Stocks econ
Strategy is Flailing for a Way Out (Financial Times, Craig Coben)www.ft.com/content/da5ec232-6435-4ff9-ae8f-759ccfc93bfe
1476 sats \ 24 comments \ @denlillaapan 2 Feb econ
Bitcoin as a Corporate Strategy: The Méliuz Case
251 sats \ 6 comments \ @Daisy 11 Jun 2025 Stacker_Stocks
The Bitcoin Treasury Trade Unravels (Bloomberg Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-09-22/bitcoin-treasury-company-m-a
1116 sats \ 7 comments \ @denlillaapan 22 Sep 2025 econ
Flywheel No Flyyyy: Has Strategy Lost Its Strategic Nerve?! (FT, Craig Coben)www.ft.com/content/a3f2bddf-b1b0-45c2-b800-401b9540a2c9
1768 sats \ 27 comments \ @denlillaapan 8 Jun Stacker_Stocks econ
Strategy sold 32 bitcoin for $2.5 million in late May, filing shows
1491 sats \ 6 comments \ @Wumbo 1 Jun Stacker_Stocks
The Dumbest Strategic Trade Continues (Bloomberg Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-12-02/ai-can-steal-crypto-now
905 sats \ 14 comments \ @denlillaapan 2 Dec 2025 econ
Strategy’s market cap falls below value of its bitcoin holdingsprotos.com/strategys-market-cap-falls-below-value-of-its-bitcoin-holdings/
444 sats \ 3 comments \ @0xbitcoiner 14 Nov 2025 Stacker_Stocks
Strategy Watch: The Teetering Financial Tower (FT, Craig Coben)www.ft.com/content/ea814e1f-b595-4a7c-a518-2d02e2b409e4
2346 sats \ 7 comments \ @denlillaapan 24 Apr Stacker_Stocks econ
Sunday Survey: What is the natural mNAV of treasury company stocks?
420 sats \ 9 comments \ @jimmysong 2 Nov 2025 bitcoin
More on Strategy and Bitcoin Treasury Companies' Value (FT, Robert Armstrong)www.ft.com/content/b5238dec-9a7e-462b-8119-7d580926bd63
1144 sats \ 13 comments \ @denlillaapan 11 Jun 2025 econ
Strategy could own more bitcoin than Satoshi by Septemberprotos.com/strategy-could-own-more-bitcoin-than-satoshi-by-september/
395 sats \ 5 comments \ @0xbitcoiner 21 Apr bitcoin Stacker_Stocks
MicroStrategy Deep Dive (Part 1)www.youtube.com/watch?v=MrcZUWoGohI
296 sats \ 2 comments \ @Rsync25 25 Nov 2024 bitcoin
Saylor's Latest Strategy: Raising Funds to Pay Dividendswww.ft.com/content/90ea0fdc-97b4-4453-ac1d-bffd290fecd8
2046 sats \ 58 comments \ @denlillaapan 11 Jul 2025 econ