Grain of Salt

It’s easier to challenge an idea, than to change a belief. GoS, 2026

[Grain of Salt @GrainofSaltSF]

ATH for $MSTR ? What will it take?

I built calculators to work backward from a stock price: Bitcoin price, BTC holdings, amplification and implied mNAV. It takes 1 min.

Walk through the $MSTR and $ASST scenarios:
https://t.co/vrZ94gTyWT

[Grain of Salt @GrainofSaltSF]

Here's what it looks like when the Convert goes ITM.
https://t.co/TbhhH1kHJK

[Grain of Salt @GrainofSaltSF]

ASDS -> FDSO. When a convert goes In The Money(ITM), it becomes more equity like than debt.
On July 23, 2026 @Strategy added the FDSO column to the Shares page and now for the first time it shows the 2030A Convert at $149.77 go ITM, because MSTR when to $153.92. https://t.co/kbZv07qymK

[Grain of Salt @GrainofSaltSF]

ITM and OTM -> look at the FDSO column when the price goes up more than share price for each Convert.

[Grain of Salt @GrainofSaltSF]

New ASST calculation

[Grain of Salt @GrainofSaltSF]

Starting in 10 minutes.

[Grain of Salt @GrainofSaltSF]

Come prepared by using my price calculator. (See post below) Set a reminder for my upcoming Space! https://t.co/dz8VXYB18f

[Grain of Salt @GrainofSaltSF]

@jonwillbanks @StocksNich27069 Jon, Thanks. It is literally like pulling teeth. Everyone has an opinion and then they won't plug in THEIR beliefs and have us review it.

[Grain of Salt @GrainofSaltSF]

@CryptoPete11 Post the output of the calculator. Thanks.

[Grain of Salt @GrainofSaltSF]

ATH for $MSTR ? What will it take?

I built calculators to work backward from a stock price: Bitcoin price, BTC holdings, amplification and implied mNAV. It takes 1 min.

Walk through the $MSTR and $ASST scenarios:
https://t.co/vrZ94gTyWT

[Grain of Salt @GrainofSaltSF]

@Blacktooth333 🙏

[Grain of Salt @GrainofSaltSF]

Come prepared by using my price calculator. (See post below) Set a reminder for my upcoming Space! https://t.co/dz8VXYB18f

[Grain of Salt @GrainofSaltSF]

@thinker21mil It is.

[Grain of Salt @GrainofSaltSF]

@HODLcateyes This one is will be recorded

[Grain of Salt @GrainofSaltSF]

@D_Accretion Put your beliefs into the calculator and post it. Maybe your view is more accurate.

[Grain of Salt @GrainofSaltSF]

@CryptoScout78 @Strategy @rohanhirani @CJ_Bitcoin mNAV is the result, not the driver of stock price. The other metrics have to be reasonable. Use the calculator and post your assumptions. https://t.co/87mIgzcthr

[Grain of Salt @GrainofSaltSF]

$MSTR at $1,000 -> what metrics are required?

In this scenario: Bitcoin at $175,000, 1 million BTC held and 20% amplification. The calculator returns a 3.12 mNAV. @Strategy @rohanhirani @CJ_Bitcoin

A scenario, not a forecast. Here’s the 23-second clip:
https://t.co/FzeeSwKRUG

[Grain of Salt @GrainofSaltSF]

@TheBTCdream 🙏

[Grain of Salt @GrainofSaltSF]

Strategy price target next year for ->
MSTR $1,000.
$175K Bitcoin, 1.25M Bitcoin holdings,
20% Amplification, 2.86x Net mNAV

[Grain of Salt @GrainofSaltSF]

Here’s the price calculator.
https://t.co/17Sml23YbR

[Grain of Salt @GrainofSaltSF]

@ChuckE412 It’s true

[Grain of Salt @GrainofSaltSF]

mNAV is only one layer of a Bitcoin treasury company.

I walk through all four: Ownership Geometry, Amplification, Leverage and Valuation(mNAV) and how I use them to compare $MSTR and $ASST.

Watch the walkthrough:
https://t.co/9hIynBOvT3

[Bitcoin Treasuries @BTCtreasuries]

JUST IN: Wall Street analyst Mark Palmer has raised the price target on #Bitcoin treasury company Strive $ASST from $32 to $43 and reiterated his buy rating.

"With the $SATS IPO, the company is showing it can run two preferreds side by side, each for a different income investor." 🔥🚀

[Grain of Salt @GrainofSaltSF]

@theGcali Take a look at the site.
https://t.co/HtZLXyN4Fw

[Grain of Salt @GrainofSaltSF]

How does TESLA compare to MSTR on Shares per Bitcoin? TSLA is 690X worse than Strategy.