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I don't think it jumped 6% due to the unconference. This is just the start of the next leg up mainly driven by liquidity.

How did True North literally get sold..? Someone needs to start a True South or something.

Bitcoin Treasuries are in a deep bear market: $MSTR, $ALCPB, and $MTPLF are all near 1.5x mNAV. The metric "Days to Cover mNAV" was introduced this summer as people FOMO'd into companies with 5x+ mNAV. Clearly, historical performance is not always indicative of future potential.

And now it's down over 90% lol. I think it goes up from here though...

Bitcoin goes up, then $MSTR goes up, and at last the Treasury mania. The bullrun can't wait much longer. Soon...

$100k party??

Bitcoin bruh…

The mNAV of Strategy is below 1x. It feels impossible for the stock to trade any lower than this lol. There is no way we go below $200 :P