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![BitcoinPowerLaw Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1822346753812668416.png) MicroStrategist.com | BitcoinPower.Law [@BitcoinPowerLaw](/creator/twitter/BitcoinPowerLaw) on x 14.3K followers
Created: 2025-07-21 03:27:25 UTC

@AllYourModels @hiyoko_peep R2 is not as tight for mNAV as it is for the BTC Yield.  Strategy is a bit of a unicorn as the first mover.  I think we'll see plenty of BTC-TC trend to mNAV = X after a year or so, especially if they can't compete with STRD, STRF and STRK.

![](https://pbs.twimg.com/media/GwWdzp1bQAANJR_.png)

XXX engagements

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**Related Topics**
[strk](/topic/strk)
[strd](/topic/strd)
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[bitcoin](/topic/bitcoin)
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[coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem)
[coins pow](/topic/coins-pow)

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