[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.]  Cris 知能指数80 [@80IQmindset](/creator/twitter/80IQmindset) on x 24.2K followers Created: 2025-07-05 14:49:28 UTC Simply put I saw more asymmetry going overweight $MTPLF vs $MSTR in April for an undetermined window that felt like 1-5 years. There’s a ton of variables that the market is discounting against MP and thought there’s was an incredible information arb from their hyper BTC/share growth + mNAV expansion / maintain a high multiple + jurisdictional benefits et al vs MSTR. At some point the “growth arb” between MTPLF vs MSTR trends to X but I think it takes 12-36 months as a mental model with the ability to shift as needed. It a quasi- pair trade esp if you add $STRK/$STRF as a balance beam between the two. XXXXX engagements  **Related Topics** [mstr](/topic/mstr) [arb](/topic/arb) [$mstr](/topic/$mstr) [$mtplf](/topic/$mtplf) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [strategy](/topic/strategy) [stocks financial services](/topic/stocks-financial-services) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/80IQmindset/status/1941509739722035242)
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Cris 知能指数80 @80IQmindset on x 24.2K followers
Created: 2025-07-05 14:49:28 UTC
Simply put I saw more asymmetry going overweight $MTPLF vs $MSTR in April for an undetermined window that felt like 1-5 years. There’s a ton of variables that the market is discounting against MP and thought there’s was an incredible information arb from their hyper BTC/share growth + mNAV expansion / maintain a high multiple + jurisdictional benefits et al vs MSTR.
At some point the “growth arb” between MTPLF vs MSTR trends to X but I think it takes 12-36 months as a mental model with the ability to shift as needed.
It a quasi- pair trade esp if you add $STRK/$STRF as a balance beam between the two.
XXXXX engagements
Related Topics mstr arb $mstr $mtplf stocks bitcoin treasuries strategy stocks financial services stocks technology
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