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![80IQmindset Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1195374544044875777.png) Cris 知能指数80 [@80IQmindset](/creator/twitter/80IQmindset) on x 24.3K followers
Created: 2025-07-23 15:53:12 UTC

I appreciate @_Checkmatey_ because this is ultimately the discourse you need have in your mind with any BTCTC. 

Do you see an arb between now and when the mNAV trends to 1? 

Will the team operate at a high level “taking what the market gives them”? 

What are future products they can launch / strategies to acquire bitcoin efficient or creative ways compared to their peers? 

If you don’t have a X year outlook, what part of this cycle is the sector in when it comes to momentum in either direction? 

Will the market place a higher premium on the operation during this “trend to 1” window and how long do you project it will last?

![](https://pbs.twimg.com/media/GwjcBR2XwAAGAZe.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948048762812633586/c:line.svg)

**Related Topics**
[arb](/topic/arb)
[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/80IQmindset/status/1948048762812633586)