Dr. Julian Hosp
Dr. Julian Hosp|Nov 15, 2025 01:31
MSTR Basic mNAV with new all-time-low of 0.94. Diluted mNAV also inching closer to sub 1. If we see a #bitcoin price pump over the weekend as we did over the past 6 weeks, these numbers will only get worse. Monday's Announcement by @saylor will be scrutinized: For now, he can't sell the commons, and basically ALL prefs are in discount and super low volume. STRC is also beneath his target price. Let's see if he managed to squeeze something out of STRE Situation seems quite dire.(Dr. Julian Hosp)
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