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MSTR Buys More (Patreon)

Published:
2025-10-27 14:18:58
Imported:
2026-06
Tags:
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Content

Probably mostly STRC

Nav Prem still hovering right above 1.14

Files

Previews only

Comments

Buzzbomb

"BTC yield" doesn't matter to stock price if it comes at the expense of NAV premium. Saylor has traded NAV premium for BTC yield through STRK etc. and, so far, it has been a bad strategy from a stock price standpoint.

Cmoney$$
>>191732738

Buying 300 bitcoin is absolutely nothing buddy. They were buying thousands of btc with the high mnav, more bitcoin is definitely a good thing bud, even when the mnav eroded as much as it did. Now only selling preferds with very minimal impact to mstr.

Mike

Any thoughts on Metaplanet mNAV - is this a buying opportunity? What Symbol are people buying for META?