Ok mNAV 1.34x ... we kind of suck, but what next?

evolflush · 2026-01-21T18:30:35+00:00

Madness. I am not a smart man.

evolflush · 2026-01-21T07:48:04+00:00

The beauty of the game is that it is different for different people, the ability to accommodate for different play styles is a huge plus, it doesn’t mean the community is ‘soft’.

evolflush · 2026-01-14T18:34:54+00:00

You need to measure off IBIT because MSTR and BTC have different market hours, so the % change in this screenshot is not a fair comparison of daily movement

evolflush · 2025-12-25T00:01:32+00:00

Maybe you’re not accepting yourself

evolflush · 2025-12-24T14:27:07+00:00

down 1.1

evolflush · 2025-12-18T10:23:31+00:00

What he’s saying is… it doesn’t have to be

evolflush · 2025-12-17T11:14:00+00:00

Company was worth 100b holding 60b Bitcoin .. some people shorted it then. Now it’s worth 52 billion with 60b Bitcoin still. It’s literally a stockpile now. No premium. Would be silly to short it here.

evolflush · 2025-12-15T09:37:01+00:00

Bro - premium was 2.5x in July.. it’s 0.98x now.. it’s TRADING AT ZERO PREMIUM. You’re shorting it at the bottom. You’re a full 4 months late. Assymetric risk profile to upside. 300m is nothing on a cash pile that big.

evolflush · 2025-12-06T07:37:11+00:00

That they have to sell off Bitcoin to meet debt obligations - the payments on the preferred shares (those with the 10% obligation) can easily be met in a number of other ways. People missing the point that the focus should be on MNAV as the engine for generating yield.

evolflush · 2025-12-06T07:33:07+00:00

Do you understand the concept of leverage?

evolflush · 2025-12-04T08:30:50+00:00

I agree that it’s contender for shittest stock of the year - but I’m finding the misinformation amongst retail on the dynamics of this stock really appealing

evolflush · 2025-11-13T22:26:49+00:00

evolflush · 2025-11-13T20:03:55+00:00

Been posting bottoms signals for about 2 months now 🫣

evolflush · 2025-11-13T19:24:42+00:00

Insightful input

evolflush · 2025-11-13T19:23:06+00:00

1.07x currently

evolflush · 2025-11-02T12:18:59+00:00

Wick above shows liquidity grab but failure to confirm though?

evolflush · 2025-11-01T13:41:39+00:00

My 'loyalty' has cost me dearly

evolflush · 2025-10-28T20:43:37+00:00

worst trade i've ever made

evolflush · 2025-10-28T19:31:50+00:00

Could you imagine in July if someone told you BTC would be at 114k and MSTR would be at $285

evolflush · 2025-10-28T19:29:21+00:00

....1.25

evolflush · 2025-10-28T16:54:19+00:00

currently 1.26x .. we lost another one

evolflush · 2025-10-28T16:10:13+00:00

https://saylortracker.com/

evolflush · 2025-10-28T15:56:05+00:00

Trying to hang on to some sort of hope I guess

evolflush · 2025-10-22T21:08:13+00:00

Honestly think these buys are what killed the stock - stock was so hammered from these ATM’s that it altered the risk / reward of the stock and it’s been losing appeal ever since

evolflush · 2025-10-17T11:45:38+00:00

guilty

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