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Updated MSTR Arb Model (Patreon)

Published:
2024-12-23 14:58:15
Imported:
2026-06
Tags:
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Content

NAV Prem under 2 still

BTC opens Monday weak... same levels as last Friday

Will watch MSTR closely

Reminder Xmas week sucks in markets

Files

Previews only

MSTR Arbitrage Calculator Patreon Dec 23, 2024

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Comments

George A

I thought atm was done

DigitalRengade

Keep telling myself to get out of this when it goes up, but the downtrend is pretty serious. Saylor is probably diluting again or everybody's getting out. Dumps every opportunity it can get

Shamaz

No pump on QQQ, not getting a good feeling on this. Moving to tesla as soon as this thing moves a bit. Raoul Pal does not like this strategy and he isn't wrong often.

Biggus

Back to $70K BTC. My 2c is be patient. When Trump is in then we're going to see NATION STATE FOMO plus BTC FUD at ATH. This next 2 yrs looks to me as marking the transition from fiat to digital; and the existing power structure appears threatened and on the back foot. They're losing their grip on their ability to create perpetual inflation and the limitless advantage of a printing press or a keyboard for fiat creation. The beautiful mind that created BTC may well have delivered us into a new age. Merry Christmas one and all.

Yortje

Theorectical share price don't reflect reality. The different scenario's needs an update to I guess - Mstr went a bit faster on buying btc then expected.

Chewie

1 BTC = 548 MSTR, yield increases Nibbled more at 333

CryptoMom

Rumor on Twitter is that MSTR is having shareholders vote to issue A LOT more shares which would mean A LOT more dilution. Are you guys hearing this same rumor?

SoCalm

Why is average price $49,874 still? Am I not correct it needs to be $62,257

Elon

•according to the ARB model, MSTR price should be $544 when BTC is $100k and NAV is 2.00. •MSTR price is trading today at $357 which is at 1.00 NAV, lower than Nav’s 1.99. Am I missing anything?

J Powerhouse
>>159352392

I believe there is a NAV (standard) shown up top and a NAV (premium) shown down below. The premium is the percentage above the base asset (a premium on top of the asset). This is only my assumption. I am not sure why James refers to it as the NAV Prem.

Adam Moriwaki

Can someone tell me how the NAV premium is supposed to calculate? I keep getting an error message