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MSTR Arb Model here

https://docs.google.com/spreadsheets/d/1ezetj7KEyOGIIEI-AMg6UvrpVyBWcFNuLVx9XlwrHpY/edit?usp=sharing

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hennie

I think James more or less said, he thinks as a rule of thumb it is better to switch from MSTR to btc when nav premium goes above 2.0 and switch MSTR to btc when nav premium falls below 1.5(all depending on tax situation obv.)

JJ

Is there any chance to get some kind of chart or the timeline of the MRST Nav Premium? To see how how or at what Nav Level it typically bounces?

supraPETE

Some of us have all MSTR in a tax-sheltered account (like a 401k) and all BTC in non-tax-sheltered accounts (like Coinbase). No way to make this play then, I assume?