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![AdamBLiv Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1881193918206758912.png) Adam Livingston [@AdamBLiv](/creator/twitter/AdamBLiv) on x 45.7K followers
Created: 2025-07-15 15:17:33 UTC

mNAV months to cover based on Q2 yield is about XXX months.

Very important to remember, we spent a decent amount of Q2 in the 3x mNAV range before the stock price moved to a 3x-5x

Current mNAV is 3.5x, which is about twice as efficient as diluting stock in MSTR common to acquire BTC.

Very realistic probability that if you buy today, the premium you're paying to NAV today will be burned off by November and all future aggressive BTC accumulation will be pure upside to you :)

Continue to see this weird critique of using historical trends to make future projections. 

UH, you HAVE to use historical data for inputs into models.

Would you prefer we consult your magic X ball?

I truly believe that if you are whining, you are either too emotional or you do not understand what you bought.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945140689487945959/c:line.svg)

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[Post Link](https://x.com/AdamBLiv/status/1945140689487945959)