If we were holding treasury bills at 0% a year it would trade at a 20x PE but we’re holding Bitcoin so that’s conservative (20 x 10% = 2x Premium)
If #bitcoin is growing at 30-50% CAGR then it’s not unreasonable for the stock to trade at 30-50x PE.
If $MSTR is accreting bitcoin at 6-10% CAGR then
30x10% is a 3x premium to NAV
50x10% is a 5x premium to NAV
https://www.youtube.com/live/TasvNr1gBGs?si=e_jd7BAvtVR9J6cf
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