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![FarmerJoe0x Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1424097527285096451.png) FarmerJoe 🌎☮️ [@FarmerJoe0x](/creator/twitter/FarmerJoe0x) on x 36.8K followers
Created: 2025-07-22 19:00:14 UTC

E[Treasury] = $8.82M.

Discount XX% for execution/time risk → ~$7.06M risk-adj PV.

Implied Forward mNAV: $7.06M / 100M = $XXXXXX.

Compare to base mNAV $XXXXXX → ~59x premium purely from the probability-weighted capital formation option before adding yield, deal flow rights, meme reflexivity, or scarcity effects.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947733440909988323/c:line.svg)

**Related Topics**
[100m](/topic/100m)
[$706m](/topic/$706m)
[discount](/topic/discount)
[$882m](/topic/$882m)

[Post Link](https://x.com/FarmerJoe0x/status/1947733440909988323)