LunarCrush LLM | creator/twitter::1955338772624838661/posts

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[@mNAVBaseLine](/creator/twitter/mNAVBaseLine)
"Forgot a key detail: mNAV for $DYNX (now known as $ETHM) uses current shares outstanding vs. ETH stacked but ignores post-merger shares to investors. $800M+ raised at $10/share. Co-founder Andrew Keys chipped in $645M (169K ETH) for equity (details TBD). Back of napkin rough estimates put real mNAV at XXXX not XXXX (our bad we trusted @SERdotxyz reported mNAV as accurate) Our soon to be released realtime mNAV indicator for ETHM will have the most accurate presumed numbers compared to all other sources online"  
[X Link](https://x.com/mNAVBaseLine/status/1960759276097454380) [@mNAVBaseLine](/creator/x/mNAVBaseLine) 2025-08-27T17:40Z 1248 followers, 1314 engagements


"$SBET currently trading at 0.98x mNAV nothing's changed. They still have $40M cash they're holding onto. At this rate it's looking like $40-$50 will be the top this cycle"  
[X Link](https://x.com/mNAVBaseLine/status/1975613382243066150) [@mNAVBaseLine](/creator/x/mNAVBaseLine) 2025-10-07T17:25Z 1244 followers, 5797 engagements


"$SBET have raised $76.5M and now hold a total of $116M in cash this is because they still have $40M from a previous raise that they haven't deployed yet. The market is dumping SBET which gives them a better entry price to deploy that capital. Right now it's at XXXX mNAV"  
[X Link](https://x.com/mNAVBaseLine/status/1978836115059585127) [@mNAVBaseLine](/creator/x/mNAVBaseLine) 2025-10-16T14:51Z 1248 followers, 1695 engagements


"Recently saw a BTC maxi call ETH a shitcoin because its supply is infinite. What they miss: if you stake ETH your yield outpaces inflation meaning your share of total ETH actually increases over time. Thats better than any fixed or deflationary cap. ETHs tokenomics BTCs. My portfolio is XX% BTC and XX% ETH Im no maxi. I just see where TradFi is heading: ETH = the backbone of stablecoins + RWAs"  
[X Link](https://x.com/mNAVBaseLine/status/1979958041849049113) [@mNAVBaseLine](/creator/x/mNAVBaseLine) 2025-10-19T17:09Z 1248 followers, XXX engagements

[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.]

@mNAVBaseLine "Forgot a key detail: mNAV for $DYNX (now known as $ETHM) uses current shares outstanding vs. ETH stacked but ignores post-merger shares to investors. $800M+ raised at $10/share. Co-founder Andrew Keys chipped in $645M (169K ETH) for equity (details TBD). Back of napkin rough estimates put real mNAV at XXXX not XXXX (our bad we trusted @SERdotxyz reported mNAV as accurate) Our soon to be released realtime mNAV indicator for ETHM will have the most accurate presumed numbers compared to all other sources online"
X Link @mNAVBaseLine 2025-08-27T17:40Z 1248 followers, 1314 engagements

"$SBET currently trading at 0.98x mNAV nothing's changed. They still have $40M cash they're holding onto. At this rate it's looking like $40-$50 will be the top this cycle"
X Link @mNAVBaseLine 2025-10-07T17:25Z 1244 followers, 5797 engagements

"$SBET have raised $76.5M and now hold a total of $116M in cash this is because they still have $40M from a previous raise that they haven't deployed yet. The market is dumping SBET which gives them a better entry price to deploy that capital. Right now it's at XXXX mNAV"
X Link @mNAVBaseLine 2025-10-16T14:51Z 1248 followers, 1695 engagements

"Recently saw a BTC maxi call ETH a shitcoin because its supply is infinite. What they miss: if you stake ETH your yield outpaces inflation meaning your share of total ETH actually increases over time. Thats better than any fixed or deflationary cap. ETHs tokenomics BTCs. My portfolio is XX% BTC and XX% ETH Im no maxi. I just see where TradFi is heading: ETH = the backbone of stablecoins + RWAs"
X Link @mNAVBaseLine 2025-10-19T17:09Z 1248 followers, XXX engagements