Post
Topic
Board Economics
Re: MicroStrategy Buys $250M in Bitcoin, Calling the Crypto ‘Superior to Cash’
by
Ambatman
on 03/08/2025, 11:54:23 UTC
This slide is nothing new, actually
I found out about the slide recently and the actions of strategy shows that this wasn't how they were doing it.
It feels recent to me.

This slide is nothing new, actually, but a good way of communicating that the mNAV can be played by Strategy to fuel further growth.

Nothing new but not too old either. Strategy has been selling common stock with an ATM of less than 2MNAV until recently.
Hence why many were complaining about the price performance during the few months ago correction
Strategy was performing sub-par because common stocks were continuously sold below 2mNav despite bitcoin recovery.