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● LIVE Updated 3d ago · 26 sources tracked

MSTR's BTC premium has vanished as enterprise mNAV falls below 1

Strategy Inc. has lost its Bitcoin premium as its enterprise mNAV fell below 1.0, meaning the market now values the company at less than its holdings of 847,363 BTC. The company has introduced a new capital framework allowing for the sale of up to $1.25 billion in Bitcoin.

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What changed

The company's market valuation has fallen below the value of its Bitcoin holdings, triggering a new BTC monetization program.

Live updates

  1. Strategy Enterprise mNAV Drops Below 1 for First Time

    Strategy Inc. has lost its Bitcoin premium as its enterprise mNAV fell below 1.0, meaning the market now values the company at less than its holdings of 847,363 BTC. The company has introduced a new capital framework allowing for the sale of up to $1.25 billion in Bitcoin.

    What's confirmed:

    • Strategy Inc.'s enterprise mNAV fell below 1 for the first time.
    • The company holds 847,363 BTC worth $50.2B.
    • Strategy has authorized the sale of up to $1.25B in Bitcoin.
    • The company is led by Executive Chairman Michael Saylor.

    Still unconfirmed:

    • Strategy stock is trading at a 40% Bitcoin discount.
    confidence 90%