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Published 12 Jul 2026, 17:00 UTC · fetched 14 Oct 2026, 10:57 UTC
Michaël van de Poppe
@CryptoMichNL
Quoting · 12 Jul 2026, 13:48 UTC · context given to the AI
MSTR’s mNAV is sitting in the 1st percentile of its entire history. That’s a far more powerful way to look at valuation than the raw multiple. The only other time we’ve seen readings this depressed was for a few weeks during the depths of the 2022 bear market.A lot of people are mocking on $MSTR. It's actually a great opportunity to be allocating into $MSTR, $BTC. The previous bear market the mNAV was way worse than current conditions and he has even strengthened his entire position. This won't last long, and probably we're swimming around the #Bitcoin bottom.View original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Repeat call within an existing 24h episode
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
Repeated same-asset, same-direction calls count once, anchored to the first eligible post
Uses only text available at publication time
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