[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.]  My Search For Freedom [@MyFreedomSearch](/creator/twitter/MyFreedomSearch) on x XXX followers Created: 2025-07-17 23:28:34 UTC PROOF Metaplanet Stock could 10x based on current mNAV and Months To Cover (Long Text sorry!!) Using data as of July 16, 2025 (NAV: $1.94B, holdings: XXXXXX BTC, BTC price: $118,627, market cap: $6.27B, mNAV: 3.23), I will model scenarios where mNAV compresses to 1x through: * accumulation alone with BTC price remaining static, * BTC price rise alone with accumulation, This will show how current mNAV is so low and Metaplanet deserves much higher mNAV How Weekly BTC Purchases Could Push mNAV to 1x (Accelerated Accumulation Scenario) Using an accelerated accumulation rate (7.7% weekly increase from XXXXX BTC/week that I derived from XXXXX% overall acceleration over the previous XX weeks: (1 + 1.097)^(1/10) - X = 7.7%), I modeled mNAV compression again. PS: I assumed no share price change (market cap stays $6.27B) and negligible dilution/other factors for simplicity. -> This illustrates months to cover XXX months or XX weeks) compared to XXX months or XX weeks without acceleration -> By week 18, mNAV reaches X. Accelerated Accumulation with BTC Price Appreciation Combining normal (1,080 BTC/week) and accelerated (7.7% weekly increase from XXXXX BTC/week) accumulation with BTC price appreciation (2% weekly compound growth, reaching $XXXXXXX by week 20), I modeled mNAV compression to 1x for both cases. -> Accelerated Accumulation: Reaches X mNAV by week XX (3.2 months), with XXXXXX BTC So what does this tell us? This is an open ended question for you to think about. -> Does Metaplanet deserve higher mNAV? -> Or maybe that they should maintain the current mNAV and not shrink as they grow? I explain all of this better on my YouTube Video, if you are interested in deeper explanation and more math on Metaplanet, I appreciate a Subscribe :)  XXXXX engagements  **Related Topics** [accumulation](/topic/accumulation) [$627b](/topic/$627b) [market cap](/topic/market-cap) [$194b](/topic/$194b) [10x](/topic/10x) [$mtplf](/topic/$mtplf) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [bitcoin](/topic/bitcoin) [Post Link](https://x.com/MyFreedomSearch/status/1945989029477916940)
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My Search For Freedom @MyFreedomSearch on x XXX followers
Created: 2025-07-17 23:28:34 UTC
PROOF Metaplanet Stock could 10x based on current mNAV and Months To Cover (Long Text sorry!!)
Using data as of July 16, 2025 (NAV: $1.94B, holdings: XXXXXX BTC, BTC price: $118,627, market cap: $6.27B, mNAV: 3.23), I will model scenarios where mNAV compresses to 1x through:
- accumulation alone with BTC price remaining static,
- BTC price rise alone with accumulation,
This will show how current mNAV is so low and Metaplanet deserves much higher mNAV
How Weekly BTC Purchases Could Push mNAV to 1x (Accelerated Accumulation Scenario)
Using an accelerated accumulation rate (7.7% weekly increase from XXXXX BTC/week that I derived from XXXXX% overall acceleration over the previous XX weeks: (1 + 1.097)^(1/10) - X = 7.7%), I modeled mNAV compression again.
PS: I assumed no share price change (market cap stays $6.27B) and negligible dilution/other factors for simplicity.
-> This illustrates months to cover XXX months or XX weeks) compared to XXX months or XX weeks without acceleration -> By week 18, mNAV reaches X.
Accelerated Accumulation with BTC Price Appreciation
Combining normal (1,080 BTC/week) and accelerated (7.7% weekly increase from XXXXX BTC/week) accumulation with BTC price appreciation (2% weekly compound growth, reaching $XXXXXXX by week 20), I modeled mNAV compression to 1x for both cases.
-> Accelerated Accumulation: Reaches X mNAV by week XX (3.2 months), with XXXXXX BTC
So what does this tell us?
This is an open ended question for you to think about. -> Does Metaplanet deserve higher mNAV? -> Or maybe that they should maintain the current mNAV and not shrink as they grow?
I explain all of this better on my YouTube Video, if you are interested in deeper explanation and more math on Metaplanet, I appreciate a Subscribe :)
XXXXX engagements
Related Topics accumulation $627b market cap $194b 10x $mtplf stocks bitcoin treasuries bitcoin