MicroStrategy's fair value indicator is down to 7%, a level not seen since Feb 2024, when everyone thought MSTR was dead after the EFTs were announced.
What happened next?
It ripped from $43 to 200. 🧵
By popular demand, here's an updated power law price projection chart!
Now with dates, colors and estimated gains.
Please RT and follow for more insights. @Giovann35084111
MSTR’s Mysterious mNAV: Solving the Equation
How the hell do you value MicroStrategy?
One day, it’s a Bitcoin ETF, like BlackRock’s IBIT.
Then they’re a Bitcoin treasury company.
Now, they’re claiming to be a Bitcoin Refinery Company (whatever that means).
You’ve probably
As BTC dropped to just over $90k, the new Ballistic Acceleration model predicts an $MSTR price of $354.
The stock just closed at $353.69 👀
At $100k BTC it predicted a price of $460 per share, pretty close to the recent peak.
Something to keep an eye on.
Introducing a brand new valuation model for $MSTR: blog.microstrategist.com/mstr-the-balli…
TLDR; If the model is reliable, you are currently not bullish enough 🚀
Price targets:
@ $98,000 BTC: $460 per share
@ $150,000 BTC: $1,600 per share (~4X)
@ $200,000 BTC: $4,300 per share (~10X)
@
Many people said they’d love to see regular updates on our MSTR Fair Value and Ballistic Acceleration Models. So, until we get these models fully programmed and automated on the MicroStretgic site, here goes! 🧵
🚨 BTC Treasuries: The Global Stacking Race Is On!
From Tokyo to Surrey, companies are sprinting to stack sats.
Who’s leading? Who’s overextended? And who’s flying under the radar?
Let’s dive into this week’s MicroStrategist Weekly 🧵👇
Introducing a brand new valuation model for $MSTR: blog.microstrategist.com/mstr-the-balli…
TLDR; If the model is reliable, you are currently not bullish enough 🚀
Price targets:
@ $98,000 BTC: $460 per share
@ $150,000 BTC: $1,600 per share (~4X)
@ $200,000 BTC: $4,300 per share (~10X)
@
Here's a rough price estimate of upcoming tops and bottoms based on the bitcoin power law by @Giovann35084111. The current and next bitcoin cycle makes for some interesting opportunities.
MSTR’s BTC Value Per Share is the only number that matters. It’s simply the BTC per share multiplied by the current BTC price. 💲
I’m sure this is what @saylor and the smart money see – the secret sauce to MSTR's success. 🧵
$MSTR#Bitcoin
MSTR’s mNAV: The Wild Ride – How High (and Low) Can We Go?
MSTR’s multiple of net asset value (mNAV) is a rollercoaster—exciting, unpredictable, and sometimes downright terrifying.
While MSTR’s mNAV might appear erratic, the data provides clues to its long-term trajectory.
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MetaPlanet is heavily oversold, with an mNAV of 1.18, and has 1.4B locked and loaded, ready to buy more BTC.
Do the short sellers know they're playing with fire here? 🍿