mNAV metric will greatly assist TradFi

I hope ⁦‪@saylor‬⁩ begins to use ⁦‪@adam3us‬⁩ months to mNAV metric. It will greatly assist TradFi with asset based valuation of a company holding a finite supply asset.

5/14/25, 3:33 PM

Adam Back

⁦‪@adam3us‬⁩

⁦‪@ActuallyClimber‬⁩ ⁦‪@Metaplanet_JP‬⁩ Their months to mNAV cover shows that even relative high mNAVs are justified by the speed, fast increase in BTC/share “yield” being able to cover mNAV in 5 months or with the most recent BTC buy factored into yield metric, probably 4 months now to cover

5/14/25, 1:28 PM

Their months to mNAV cover shows that even relative high mNAVs are justified by the speed, fast increase in BTC/share “yield” being able to cover mNAV in 5 months or with the most recent BTC buy factored into yield metric, probably 4 months now to cover

supplyshocks

⁦‪@supplyshocks‬⁩

Excellent metric by ⁦‪@adam3us‬⁩ . mNAV is the equivalent of p/e ie what multiple of current value the market is willing to pay today for future growth. A higher mNAV reflects a greater expectation of higher growth.

Months to mNAV is a metric that one can use to gauge that growth

5/14/25, 3:26 PM

mNAV metric will greatly assist TradFi

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