[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.]

![ZynxBTC Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::720960955656638464.png) Zynx [@ZynxBTC](/creator/twitter/ZynxBTC) on x 3257 followers
Created: 2025-07-13 19:29:05 UTC

I'm dying on this hill, Bitcoin Twitter can fuck off.

MSTR should trade at a minimum of 10x mNAV. 

mNAVs expanding to 10-20x is far less absurd than the S&P XXX trading at XX P/E.

No one has managed to convince me otherwise.

You're not going to tell me MSTR deserves a mNAV of X when Costco is trading at 55+ P/E.

Either everything is a complete bubble or you don't understand Bitcoin.

Can't be both ways. 

None of these companies are outperforming Bitcoin, yet for whatever TradFI bullshit reason, it's okay for them to trade at absurd multiples.

Bitcoin is going to $1mil, and then $10mil. If you believe this, then mNAV should be far higher than X.

Strategy earned $14bn in Q2 from BTC appreciation alone.

Not being gaslighted into believing anything else.

MSTR is incredibly underpriced and should be 5x right now at a bare minimum.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944479212276154403/c:line.svg)

**Related Topics**
[bubble](/topic/bubble)
[rating agency](/topic/rating-agency)
[10x](/topic/10x)
[mstr](/topic/mstr)
[twitter](/topic/twitter)
[bitcoin](/topic/bitcoin)
[coins layer 1](/topic/coins-layer-1)
[coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem)

[Post Link](https://x.com/ZynxBTC/status/1944479212276154403)