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![80IQmindset Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1195374544044875777.png) Cris 知能指数80 [@80IQmindset](/creator/twitter/80IQmindset) on x 24.3K 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.


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**Related Topics**
[mstr](/topic/mstr)
[arb](/topic/arb)
[theres a](/topic/theres-a)
[$mstr](/topic/$mstr)
[$mtplf](/topic/$mtplf)
[stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries)
[strategy](/topic/strategy)
[stocks financial services](/topic/stocks-financial-services)

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