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HODL MODL Nav Premiums (Patreon)

Published:
2025-08-12 18:00:08
Imported:
2026-06
Tags:
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Content

3 names are now trading under their HODL Bag

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Comments

BigOnWeb3

Could not catch upexi in time, went up all day. Shame. But smlr stacking seems like to make sense. It is true that ssk and ibit are taking some for sure…

Chewie

May add UPXI

Adam West

Is it worth adding Neptune NPPTF to the list?

jim beam

$mara seems crazy, btc & everything else for free including big power contracts. Asset play with a BTC afterburner

Testbot#88

MSTR shorts now hold 2.18 days worth daily volume to cover. I can only imagine the shorts like Chanos haven't figured out they won't be able to get out of MSTR without causing a massive squeeze, sending the MNAV right back up to (or beyond) where it was before they started shorting. Catalyst: Announcement of inclusion in the SP500 on Sep 5 (IMHO). I could be wrong.

Parker GN
>>183751317

Yea I think it’s also called Loaded or unloaded. ChatGpT was able to investigate a Loaded Nav premium for HOLD.CN when I asked.

DannyC

I still can’t wrap my head around which way the nav premium should be , in order to get a so call “deal” on the asset, below 1 is a deal above 1 is over valued of the asset they are holding?

Joseph

Is the hold model available for members? I couldn't find it in the list of spreadsheets

Accord UTWFO

What's going on with MSTR btc up and mstr sliding the opposite way

Grtwhthype

Heads up the upexi shares are closer to 58.9M