The Nav discount is something like reminder the market is not convince on their company leverage, but for sure MicroStrategy would find solution on this issue and create something that can make their investor satisfied.
The nav discount indicates that the market is not yet fully confident in their leverage strategy, but MicroStrategy has proven before that they are a long-term player in the crypto market and can take advantage of opportunities.
If you are going to discuss the subject, do so accurately. There is no NAV discount; quite the opposite: anyone who buys MSTR shares is paying a premium on the book value of the bitcoins they own. There is no NAV discount; there is a NAV premium.