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[@LavanPath](/creator/twitter/LavanPath)
"$DJT suddenly with an mNAV of XXX. Things are getting very interesting"  
![@LavanPath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::851437622199283712.png) [@LavanPath](/creator/x/LavanPath) on [X](/post/tweet/1947275736626221527) 2025-07-21 12:41:28 UTC 1275 followers, XXX engagements


"@HODL15Capital Just some mNAV compression. The Bitcoin Treasuries that had lower mNAVs relative to their $BTC yield are doing fine. $VANA and $H100 are fine. $BLGV and $LQWD are holding up pretty well compared to others"  
![@LavanPath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::851437622199283712.png) [@LavanPath](/creator/x/LavanPath) on [X](/post/tweet/1945526557063205233) 2025-07-16 16:50:51 UTC 1269 followers, XXX engagements


"@ProjectHoppsnT @HODL15Capital The Bitcoin Treasuries in the bottom right of this chart are considered undervalued. Most of them performed well today in comparison to the sector as a whole"  
![@LavanPath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::851437622199283712.png) [@LavanPath](/creator/x/LavanPath) on [X](/post/tweet/1945547209384079470) 2025-07-16 18:12:55 UTC 1274 followers, 2443 engagements


"@EricBitcoinFL I am in here at XXXX on $SQNS for 25000 shares. mNAV is around X with future mNAV below 3"  
![@LavanPath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::851437622199283712.png) [@LavanPath](/creator/x/LavanPath) on [X](/post/tweet/1947292482397475240) 2025-07-21 13:48:01 UTC 1275 followers, XXX engagements


"I bought 25000 $SQNS shares at XXXX because I thought the weekly P Pivot Point at XXXX would hold and act as support. Now we may go down to the S1 Pivot Point support at XXXX. If we get to around XXXX I will double my position. We are still in a downtrend so it may be wise for the trend to change before taking a position"  
![@LavanPath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::851437622199283712.png) [@LavanPath](/creator/x/LavanPath) on [X](/post/tweet/1947297797511761962) 2025-07-21 14:09:08 UTC 1275 followers, 1874 engagements


"Ya it's a shame $DEFI hasn't bought $BTC in a year. They really should start accumulating more. My three favorite Canadian BTC Treasury companies are: Belgravia ( $BLGV ) LQWD Technologies Corp ( $LQWD ) and Sixty Six Capital ( $SIX.CN ). I have $BTCT.V a tier below them. Even though they have the most Bitcoin in Canada the lack of communication is a bit concerning. Neptune Digital Assets ( $NDA.V ) is my dark horse. They have quietly accumulated over XXX Bitcoin with a mNAV around 3"  
![@LavanPath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::851437622199283712.png) [@LavanPath](/creator/x/LavanPath) on [X](/post/tweet/1941907995375370412) 2025-07-06 17:11:59 UTC 1273 followers, XXX engagements


"From June 9th until today $BLGV has outperformed $LQWD. However I feel like LQWD is getting undervalued to a level such that it is time to reallocate"  
![@LavanPath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::851437622199283712.png) [@LavanPath](/creator/x/LavanPath) on [X](/post/tweet/1945649729062273350) 2025-07-17 01:00:18 UTC 1275 followers, 1019 engagements


"@sixtysixcapital Sixty Six Capital ( $SIX $SIX.CN $HYHDF ) now holds XXXXX in $BTC ETFs and XXXX $BTC in direct holdings for a total of XXX Bitcoin on the balance sheet. Great job on the stacking Sixty Six Capital Team"  
![@LavanPath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::851437622199283712.png) [@LavanPath](/creator/x/LavanPath) on [X](/post/tweet/1939784491637383322) 2025-06-30 20:33:56 UTC 1269 followers, XXX engagements


"@JamesFreedom77 I don't track anything else as my focus is between the Canadian companies at the moment. However @RoaringRagnar tracks the $MSTR / $MPTLF trading pair"  
![@LavanPath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::851437622199283712.png) [@LavanPath](/creator/x/LavanPath) on [X](/post/tweet/1945781174279745805) 2025-07-17 09:42:37 UTC 1275 followers, XXX engagements


"@KeirBTC @_elliot_johnson @BTCTreasuryCorp I don't think @_elliot_johnson knows how to reply to comments on X. These guys think you can do things the corporate way when it comes to Bitcoin Treasuries. As long as they don't engage with retail I won't touch them even if the mNAV is 0.5"  
![@LavanPath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::851437622199283712.png) [@LavanPath](/creator/x/LavanPath) on [X](/post/tweet/1945522194156605902) 2025-07-16 16:33:31 UTC 1273 followers, XX engagements