David Bailey’s Nakamoto exceeded 23X mNAV, 11X higher than MSTR
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GD Culture to liquidate 7,5000 bitcoin hoard for share repurchase as mNAV discount widens
The Block ·
GD Culture to liquidate 7,5000 bitcoin hoard for share repurchase as mNAV discount widens
The Block ·
Strategy’s once-unstoppable Bitcoin flywheel is suddenly squeaking, as copycats multiply, mNAV collapses, and investors wonder whether Michael Saylor’s master plan has hit reverse.
Unchainedcrypto ·
Metaplanet Launches $500M Share Buyback to Boost Capital Efficiency and Reverse mNAV Decline
𝕏/@Metaplanet_JP ·
DAT companies hit mNAV crisis as Ethereum volatility and ETF competition threaten capital raising ability in make-or-break Q4.
decrypt.co ·
DATs aren’t “the next LUNA,” but unwind risks exist. With little leverage, forced selling is unlikely, yet arb incentives grow if mNAV drops. Outcomes depend on how concentrated holdings are—few big players dampen risk, many big DATs amplify it.
𝕏/@Galois_Capital ·
GD Culture to liquidate 7,5000 bitcoin hoard for share repurchase as mNAV discount widens
The Block ·
GD Culture to liquidate 7,5000 bitcoin hoard for share repurchase as mNAV discount widens
The Block ·
Strategy’s once-unstoppable Bitcoin flywheel is suddenly squeaking, as copycats multiply, mNAV collapses, and investors wonder whether Michael Saylor’s master plan has hit reverse.
Unchainedcrypto ·
Metaplanet Launches $500M Share Buyback to Boost Capital Efficiency and Reverse mNAV Decline
𝕏/@Metaplanet_JP ·
DAT companies hit mNAV crisis as Ethereum volatility and ETF competition threaten capital raising ability in make-or-break Q4.
decrypt.co ·
DATs aren’t “the next LUNA,” but unwind risks exist. With little leverage, forced selling is unlikely, yet arb incentives grow if mNAV drops. Outcomes depend on how concentrated holdings are—few big players dampen risk, many big DATs amplify it.
𝕏/@Galois_Capital ·