
很大很大的橙子|Aug 20, 2025 07:06
Yuan Jie and I are friends, and the following are just my objective opinions that I want to express, without any intention of criticism
I am aware of the issues mentioned by Yuan Jie. mNAV will naturally be discounted during bear markets, with micro strategies reaching a maximum discount of 50% in 22-23 years.
However, the premium is still a discount, which is a cyclical issue. When there are bull and bear markets, there will always be a premium discount. As coin holders, we need to invest in the discount by exchanging our Bitcoin Ethereum spot for a micro strategy or BMNR stock spot with a discount.
You see the same question, Yuan Jie seems to be a scam, a reset, but what I see is an opportunity. I think there is a big difference between having faith and not having faith in this circle.
Moreover, in our circle, if you have no faith, it is difficult to make a lot of money, it is true.
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