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[@NathanCPerry](/creator/twitter/NathanCPerry)
"@DzambhalaHODL Yes I submit my application @VibeCapitalMgmt below. All I was calling was I have no idea what the proper mNAV for $SMLR should be but its not .93 (diluted). Its higher. Its worth their bitcoin + the value of the operating company. Thats positive"  
![@NathanCPerry Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::422080003.png) [@NathanCPerry](/creator/x/NathanCPerry) on [X](/post/tweet/1945633925922976160) 2025-07-16 23:57:30 UTC 1819 followers, XXX engagements


"Two roads diverged in the woods & I followed the one that was undervalued: $SMLR & $MTPLF FWIW Metaplanet is becoming more attractive. I havent pulled the trigger but I might at some point soon. I liked their execution admired it even. I just didnt like the price"  
![@NathanCPerry Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::422080003.png) [@NathanCPerry](/creator/x/NathanCPerry) on [X](/post/tweet/1945577788909535555) 2025-07-16 20:14:26 UTC 1822 followers, XXX engagements