BenWerkman (npub1zj4…876g) ⬆️ it’s not really a debate at this stage, but be interested to hear your thoughts on this idea - as long as MSTR is a going concern its value vs mNAV can’t logically be deduced as 1 - due to its principles which will lead it to continually trying to acquire more btc if it’s a going concern.
Associated question though has to be where does it all end - I’m not sure anyone really has their heads around that but be good to see it discussed more.
343PG / 343PG
npub1l0…cwvaz
2024-12-10 12:57:46
in reply to nevent1q…edq8
Author Public Key
npub1l0nndkenfgqndvjhl8g47thl3eh75tdzm9jdwppfemmwkxrmkr2s7cwvazPublished at
2024-12-10 12:57:46Event JSON
{
"id": "8f564ace366bf2a022730c6b1de2135ff79a26a057a092131d69a167ad411e66",
"pubkey": "fbe736db334a0136b257f9d15f2eff8e6fea2da2d964d70429cef6eb187bb0d5",
"created_at": 1733835466,
"kind": 1,
"tags": [
[
"e",
"0de938ece1c8431449cf1ac6acab0cf8f94b4f2216a5c489e17f8d4d1784791b",
"",
"root"
],
[
"p",
"fbe736db334a0136b257f9d15f2eff8e6fea2da2d964d70429cef6eb187bb0d5"
],
[
"p",
"14aac5ed1b83256bb6337a59e586b0e501bfeb6147a2a0b8f73ff8ee7f94152c"
]
],
"content": "nostr:npub1zj4vtmgmsvjkhd3n0fv7tp4su5qml6mpg732pw8h8luwulu5z5kq70876g ⬆️ it’s not really a debate at this stage, but be interested to hear your thoughts on this idea - as long as MSTR is a going concern its value vs mNAV can’t logically be deduced as 1 - due to its principles which will lead it to continually trying to acquire more btc if it’s a going concern.\n\nAssociated question though has to be where does it all end - I’m not sure anyone really has their heads around that but be good to see it discussed more.",
"sig": "462f92a3a39549b17fbfb6cb07d3dc65be9aa2b948dc3f097b47669799e282009e649371c9c814931ed09d757de41ac696aeab563751d9e3757291902d070d2c"
}