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Mnav

A collection of 2 posts

MicroStrategy’s mNAV Premium Collapses Near Parity as Losses Raise Questions — Assets.beincrypto.com

MicroStrategy’s mNAV Premium Collapses Near Parity as Losses Raise Questions

Beincrypto reports MicroStrategy’s mNAV premium has collapsed to near parity, cited at about 1.03–1.04x, erasing the valuation cushion that previously supported its Bitcoin-funded capital raises. Previously trading at premiums above 2x and at times 2.5x, the premium allowed the firm to issue equity, convertibles and

Michael Saylor’s Bitcoin Strategy Nears 'Danger Zone' as mNAV Approaches 1 — Cimg.co

Michael Saylor’s Bitcoin Strategy Nears 'Danger Zone' as mNAV Approaches 1

Michael Saylor’s strategy has seen its market net asset value (mNAV) hover around 1.0 as the stock has slid 66% since July, raising concerns that mNAV could slip below 1 and prompting investors to consider whether direct Bitcoin holdings offer cheaper exposure. The firm currently holds 672,497