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![ryQuant Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1873600391562108928.png) Ryan [@ryQuant](/creator/twitter/ryQuant) on x 8022 followers
Created: 2025-07-15 03:09:44 UTC

That's all fair, I'm happy to be wrong, and I do have respect for @ActuallyClimber, I just simply disagree with a few assumptions or perspectives:

-the absence of BTC $ Gain (size)
-singular focus on BTC Yield (speed)
-S=BPM using mNAV to solve for price
-or using it as a future facing metric
-markets price things in 6mo. in advance
-exponential past is great, how does it continue?


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