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IA HODL MODEL update (Patreon)

Published:
2025-09-18 14:28:41
Imported:
2026-06
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Content

MSTR at 1.31 Nav Premium

MARA 1.06

UPXI still lowest.

Tom Lee's BMNR up to 1.28 mirroring MSTR

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Comments

Ch33kyMunkee

With UPXI being under 1 for a while, does that make it a strong BUY or run screaming it’s failing and burning?

Ch33kyMunkee

How com HODL Sol Strategies not on the list?

George A

Assuming dump mstr at the 2x nav ?

Norbe748

@investanswers there are lots of mistakes on this each time you post it seems. Today SBET NAV is 0.9 not 2.1! Metaplanet is under 1.3 not 2.2. These are huge differences. I love the HODL model, but please have someone from the team spend 5 minutes to check it before you post otherwise people will be basing their investment decisions on incorrect data.

Accord UTWFO

I'm starting to feel these under 1mNav is not a value anymore but start of too much dilution and selling shares and indication of the buying premium they had. Do we believe they will get above 1...more specifically dfdv. Is looks to me like a dump anytime they have big gains.....reminding me of stke/cyfrf dumping wiyh big % spikes over last few months

Rick

DFDV is killing me, hoping for a pump to exit the trade

pumpkintrades

When does $FORD become preferred to $UPEXI surely Kyle at the top means something long term. The Berkshire of crypto?

pumpkintrades

Is buying $UPEXI at 0.67 equivalent to buying $SOL at a huge discount? Surely not that simple otherwise a billionaire would have done it by now

Christian

Is NAV or fully diluted NAV more convincing for our perspective?

Christian

Update please James