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![AdamBLiv Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1881193918206758912.png) Adam Livingston [@AdamBLiv](/creator/twitter/AdamBLiv) on x 46.2K followers
Created: 2025-07-19 22:18:42 UTC

Playbook:

• Track BTC/share every tranche
• Track share count steps religiously
• Compute mNAV each node (use consistent BTC spot)
• Weight the average mNAV by where BTC/share growth actually happened
• Publish TBY and watch low‑efficiency pretenders start tweeting macro platitudes instead of numbers


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946696224121250135/c:line.svg)

**Related Topics**
[macro](/topic/macro)
[happened](/topic/happened)
[playbook](/topic/playbook)
[bitcoin](/topic/bitcoin)
[coins layer 1](/topic/coins-layer-1)
[coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem)
[coins pow](/topic/coins-pow)

[Post Link](https://x.com/AdamBLiv/status/1946696224121250135)