Felix @F3lixTheKat - Twitter Profile

@mnavtrading if $MNAV holders have no legal or redeemable claim on the machine's NAV, what is the exact mechanism by which value created by the machine accrues to $MNAV holders? Is there a fixed, automatic and publicly verifiable buyback mechanism, and what percentage of profits is used?

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Felix

@F3lixTheKat

3 days ago

looking promising if $MNAV holders have no legal or redeemable claim on the machine's NAV, what is the exact mechanism by which value created by the machine accrues to $MNAV holders? Is there a fixed, automatic and publicly verifiable buyback mechanism, and what percentage of profits is used?

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F3lixTheKat retweeted

Machine Net Asset Value

@mnavtrading

3 days ago

The next crypto treasury company will not be a company. It will be an autonomous machine operating between crypto's two strongest capital venues: https://t.co/b71JIeFBUx for issuance and flow, Hyperliquid for execution and risk. $MNAV is autonomous mNAV for the PUMP/HYPE duopoly. Michael Saylor's Strategy established the blueprint: use an external capital engine to acquire treasury assets, grow net assets per share and let the market value the vehicle at a premium or discount to its underlying NAV. MNAV applies the same valuation lens with a different capital engine. Strategy uses equity and debt to acquire Bitcoin. MNAV uses https://t.co/b71JIeFBUx creator fees to capitalize a public HYPE desk on Hyperliquid. At launch, 100% of creator-fee sharing is permanently routed to the machine. Claims begin at 0.1 SOL. Once sufficient capital is available above the disclosed operating reserve, Unit routes it to Hyperliquid. The machine trades a fixed HYPE strategy built around 15-minute compression and 5-minute breakout confirmation. It uses 10× isolated leverage for capital efficiency while limiting risk to 0.5% of equity per trade, 15% maximum margin and a 10% drawdown halt. Every balance, position and realized result contributes to a continuously published machine NAV. The market can then value $MNAV against the machine underneath it: $MNAV market capitalization ÷ machine NAV = mNAV https://t.co/b71JIeFBUx created an extraordinary capital-formation engine, but creator fees are usually extracted. Hyperliquid created an extraordinary execution engine, but most trading desks remain private. MNAV connects them. Pump creates the flow. Hyperliquid prices the risk. MNAV turns the result into a public machine balance sheet. Same valuation lens. Different capital engine. $MNAV — autonomous mNAV for the PUMP/HYPE duopoly. AJQ9BpSYugBQ8C7gWYssjES6r69T5eAnu3MFqewqpump https://t.co/MKS60GVTy0

mnavtrading's tweet photo. The next crypto treasury company will not be a company.

It will be an autonomous machine operating between crypto's two strongest capital venues: https://t.co/b71JIeFBUx for issuance and flow, Hyperliquid for execution and risk.

$MNAV is autonomous mNAV for the PUMP/HYPE duopoly.

Michael Saylor's Strategy established the blueprint: use an external capital engine to acquire treasury assets, grow net assets per share and let the market value the vehicle at a premium or discount to its underlying NAV.

MNAV applies the same valuation lens with a different capital engine.

Strategy uses equity and debt to acquire Bitcoin.

MNAV uses https://t.co/b71JIeFBUx creator fees to capitalize a public HYPE desk on Hyperliquid.

At launch, 100% of creator-fee sharing is permanently routed to the machine. Claims begin at 0.1 SOL. Once sufficient capital is available above the disclosed operating reserve, Unit routes it to Hyperliquid.

The machine trades a fixed HYPE strategy built around 15-minute compression and 5-minute breakout confirmation. It uses 10× isolated leverage for capital efficiency while limiting risk to 0.5% of equity per trade, 15% maximum margin and a 10% drawdown halt.

Every balance, position and realized result contributes to a continuously published machine NAV.

The market can then value $MNAV against the machine underneath it:

$MNAV market capitalization ÷ machine NAV = mNAV

https://t.co/b71JIeFBUx created an extraordinary capital-formation engine, but creator fees are usually extracted.

Hyperliquid created an extraordinary execution engine, but most trading desks remain private.

MNAV connects them.

Pump creates the flow.
Hyperliquid prices the risk.
MNAV turns the result into a public machine balance sheet.

Same valuation lens. Different capital engine.

$MNAV — autonomous mNAV for the PUMP/HYPE duopoly.

AJQ9BpSYugBQ8C7gWYssjES6r69T5eAnu3MFqewqpump

https://t.co/MKS60GVTy0

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F3lixTheKat retweeted

Machine Net Asset Value

@mnavtrading

3 days ago

Don't just invest become a part of the company $mNAV AJQ9BpSYugBQ8C7gWYssjES6r69T5eAnu3MFqewqpump

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Felix

@F3lixTheKat

3 days ago

@DegenGoneFamous @mnavtrading check the comments on post 👍

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Felix

@F3lixTheKat

3 days ago

Fair answer. The honesty around key custody and the fact MNAV holders have no legal claim on NAV is refreshing. The real test now is time: if the wallets, NAV and trades consistently match the rules publicly, the machine starts building credibility through proof rather than promises.

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