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IA HODL MODEL Update (Patreon)

Published:
2025-08-05 17:36:58
Imported:
2026-06
Tags:
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Content

2 names now trading at a discount to Crypto Holdings... UPXI and SMLR

MARA at breakeven

MSTR back at 1.50

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Comments

MEM

What ever happened to Neptune?

Barbarsan

So MSTR at nav 1,5 should be a good buy, or something has changed?

LuckyOne

BTC is the best, even Saylor never recommended to buy mstr...buy BTC!

Show n Go

Big difference holding BTC to SOL in value

BTC4Generations

Did I miss something, or is CEP no longer in favor?

Quantum Alpha

James you mentioned that a lot of work goes into crunching these NAV numbers, but no one cares. I think there’s a lot of us who find this very educational and enlightening. Much appreciated. 👑🙌🤗

Rrrick

At this point in the cycle I’m struggling to understand why I should buy a proxy over just topping off SOL or BTC. I’ve done unbelievably well holding MSTR and GLXY the past 2.5-3 years, but I feel like at this point risk far exceeds reward (for those two). So why not just buy more of the underlying asset you desire with the proxy? Anyone want to poke holes in this thought?

C
>>183053209

Having physical Bitcoin is always better than a proxy imo. Sounds like you have already made great gains from them the last few years. I am in the same boat looking to get more Bitcoin and slowly lower my proxy holdings.

Alaka

WHERE IS $CEP / $XXI ?

Roman

Where do I find the actual google sheet to see updated results?