[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@BedlamPres](/creator/twitter/BedlamPres) "@RealJamesCain @bitzenox The new Fair Value Accounting Rules say differently"  [@BedlamPres](/creator/x/BedlamPres) on [X](/post/tweet/1949190947310543270) 2025-07-26 19:31:50 UTC 6325 followers, X engagements "When you break it down like that the market is only giving a XXXX PE to the BTC Yield operations (and that's on YTD not TTM so even that is understated) That's an absurd multiple on $11.1B of BTC $ Gain (AKA profit) at XXX% margins. MSTR's PE should be XX minimum"  [@BedlamPres](/creator/x/BedlamPres) on [X](/post/tweet/1948597113497030846) 2025-07-25 04:12:09 UTC 6324 followers, XXX engagements "$MSTR did in X week what $MTPLF did in the past XX months. You cannot use BTC Yield as a comparative metric for these companies. (Not a criticism of MTPLF)"  [@BedlamPres](/creator/x/BedlamPres) on [X](/post/tweet/1948904955295006825) 2025-07-26 00:35:24 UTC 6324 followers, 2186 engagements "Unpopular opinion: $MSTR should take the cash from one of these offerings and buy one of the BTC miners with a mNAV near X. This serves the following purposes: 🧵"  [@BedlamPres](/creator/x/BedlamPres) on [X](/post/tweet/1949178746918797760) 2025-07-26 18:43:21 UTC 6324 followers, XXX engagements "$MSTR is due for a repricing very soon. Maybe as soon as the Q2 earnings when MSTR prints shocking EPS (aka BTC Gain/share). Every earnings call is a seminar on valuating BTC Yield companies. There's a whole industry of copycats now. The market can't ignore it much longer"  [@BedlamPres](/creator/x/BedlamPres) on [X](/post/tweet/1948597116130963865) 2025-07-25 04:12:10 UTC 6324 followers, XXX engagements "Hey @LizardWizardBTC my friend where are you pulling the Estimated BTC EPS TTM: $XXXXX in your Fair Value Update for Bitcoin Accounting table @StrategyTracker Is @saylor or @Strategy posting that somewhere or are you manually computing that Am I correct that your BTC EPS TTM is equal the BTC $ Gain Per Share TTM That's about the most important metric to properly value MSTR and your site is the only place I see it. Good stuff"  [@BedlamPres](/creator/x/BedlamPres) on [X](/post/tweet/1948798284421890327) 2025-07-25 17:31:32 UTC 6324 followers, XXX engagements
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@BedlamPres
"@RealJamesCain @bitzenox The new Fair Value Accounting Rules say differently"
@BedlamPres on X 2025-07-26 19:31:50 UTC 6325 followers, X engagements
"When you break it down like that the market is only giving a XXXX PE to the BTC Yield operations (and that's on YTD not TTM so even that is understated) That's an absurd multiple on $11.1B of BTC $ Gain (AKA profit) at XXX% margins. MSTR's PE should be XX minimum" @BedlamPres on X 2025-07-25 04:12:09 UTC 6324 followers, XXX engagements
"$MSTR did in X week what $MTPLF did in the past XX months. You cannot use BTC Yield as a comparative metric for these companies. (Not a criticism of MTPLF)" @BedlamPres on X 2025-07-26 00:35:24 UTC 6324 followers, 2186 engagements
"Unpopular opinion: $MSTR should take the cash from one of these offerings and buy one of the BTC miners with a mNAV near X. This serves the following purposes: 🧵" @BedlamPres on X 2025-07-26 18:43:21 UTC 6324 followers, XXX engagements
"$MSTR is due for a repricing very soon. Maybe as soon as the Q2 earnings when MSTR prints shocking EPS (aka BTC Gain/share). Every earnings call is a seminar on valuating BTC Yield companies. There's a whole industry of copycats now. The market can't ignore it much longer" @BedlamPres on X 2025-07-25 04:12:10 UTC 6324 followers, XXX engagements
"Hey @LizardWizardBTC my friend where are you pulling the Estimated BTC EPS TTM: $XXXXX in your Fair Value Update for Bitcoin Accounting table @StrategyTracker Is @saylor or @Strategy posting that somewhere or are you manually computing that Am I correct that your BTC EPS TTM is equal the BTC $ Gain Per Share TTM That's about the most important metric to properly value MSTR and your site is the only place I see it. Good stuff" @BedlamPres on X 2025-07-25 17:31:32 UTC 6324 followers, XXX engagements