[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.]

![thedefivillain Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1522870521414787072.png) VIKTOR [@thedefivillain](/creator/twitter/thedefivillain) on x 54.2K followers
Created: 2025-07-16 09:23:52 UTC

@TraderNoah Where do you think $MSTR mNAV should trade at ?

The new companies can buy/sell shares to arb vs the underlying, but the endgame is using fixed income which justifies a premium to NAV


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945414066534596659/c:line.svg)

**Related Topics**
[mstr](/topic/mstr)
[alternative investment](/topic/alternative-investment)
[fixed income](/topic/fixed-income)
[endgame](/topic/endgame)
[arb](/topic/arb)
[stocks](/topic/stocks)
[$mstr](/topic/$mstr)
[viktor](/topic/viktor)

[Post Link](https://x.com/thedefivillain/status/1945414066534596659)