Replying to Avatar Chris

Back to 389 (down 11 percent since 1pm yesterday) on MSTR yet Bitcoin is same price. 106 ish.

NAV premium collapsing. For very understandable reasons. This will likely continue until premium is 1.25-1.5x Bitcoin holdings.

Where is it now? 2-2.25x
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mattaroo 1y ago

Its at 2.072x right now. Its been there since around 12-10-24. Lowest year to date. I use this site to keep tabs. https://www.mstr-tracker.com/

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Chris 1y ago

Great data set.

It will trade between 1.5 and 2 for most of 2025 is my read. Then collapse to .75-1 in 2026.