343PG on Nostr: BenWerkman ⬆️ it’s not really a debate at this stage, but be interested to hear ...
BenWerkman (npub1zj4…876g) ⬆️ it’s not really a debate at this stage, but be interested to hear your thoughts on this idea - as long as MSTR is a going concern its value vs mNAV can’t logically be deduced as 1 - due to its principles which will lead it to continually trying to acquire more btc if it’s a going concern.
Associated question though has to be where does it all end - I’m not sure anyone really has their heads around that but be good to see it discussed more.
Published at
2024-12-10 12:57:46Event JSON
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"content": "nostr:npub1zj4vtmgmsvjkhd3n0fv7tp4su5qml6mpg732pw8h8luwulu5z5kq70876g ⬆️ it’s not really a debate at this stage, but be interested to hear your thoughts on this idea - as long as MSTR is a going concern its value vs mNAV can’t logically be deduced as 1 - due to its principles which will lead it to continually trying to acquire more btc if it’s a going concern.\n\nAssociated question though has to be where does it all end - I’m not sure anyone really has their heads around that but be good to see it discussed more.",
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