
Dr. Julian Hosp|11月 27, 2025 06:22
MSTR's mNAV just hit a new all-time low and @strategy's marketcap is now at a 15% discount to its #bitcoin holders.
Yesterday, @saylor moved over 300mil USD in BTC to a mixed custody facility with Fidelity, that would allow him to sell these BTC without everyone noticing right away.
What are your thoughts? Is he going to sell BTC to buy back the Commons and Prefs like STRC which are all in a steep discount?(Dr. Julian Hosp)
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