mattaroo on Nostr: The easy way to interpret the model is look at the very last column on the right hand ...
The easy way to interpret the model is look at the very last column on the right hand side. It is ranked based on NAV premium.
MARA now the lowest, MSTR #2. Yesterday MSTR Nav Premium shot under 2 for first time this year. It is slightly above it now.
MARA is 1.49 ie 2/3rds of MARA Market Cap is BTC.
Some consider Tesla a BTC proxy but in reality it is NOT! The market cap is far too high in relation to their BTC HODL.
InvestAnswers
Published at
2024-12-21 18:06:13Event JSON
{
"id": "acf66427c995d2e84d374c15c9d664d8f02bf92a1acfb2d367cd57cc8ce38a33",
"pubkey": "73b90bdd05447f972ea5b7f9477c066dc7dfcacdc989212b6dbc8c79f2daee42",
"created_at": 1734804373,
"kind": 1,
"tags": [
[
"t",
"2"
]
],
"content": "The easy way to interpret the model is look at the very last column on the right hand side. It is ranked based on NAV premium.\n\nMARA now the lowest, MSTR #2. Yesterday MSTR Nav Premium shot under 2 for first time this year. It is slightly above it now.\n\nMARA is 1.49 ie 2/3rds of MARA Market Cap is BTC.\n\nSome consider Tesla a BTC proxy but in reality it is NOT! The market cap is far too high in relation to their BTC HODL.\n\nhttps://image.nostr.build/6d75156fd4aa949947b52b453f8bbadaadc42ad5e205dc008269b60be884619d.png\nInvestAnswers",
"sig": "11e8e02bcb0f71074c2ff44a7377ef6e1c774ab27a21c07130c97ff3594039a5d2ffa65b8ea43c0c5d0131fa6eb4425ac9675ad730cc6e5c2b5e5d4b44326489"
}
