We are going to need a bigger boat ⛴️
July 2030:
- Projected BTC price: ~€ 268.000,- (@_checkonchain)
- Projected BTC holdings: ~50.000 (target from CB itself)
- Months into the future: 48
- Average mNAV: ? (you choose)
Captial B (@_ALCPB) share price on avarage mNAV:
mNAV 2 = € 15,40 per share
mNAV 3 = € 36,70 per share
mNAV 4 = € 61,81 per share
mNAV 5 = € 88,90 per share
mNAV 6 = € 117,20 per share
Current price: € 0,48
This is whats called asymmetric opportunity.
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NFA ofcourse, just math.
P.s you do the math: https://t.co/ouexOeFspE
Pro tip for Capital B Holders that have TradingView
Create a chart and add this for the symbols: EURONEXT:ALCPB/BITSTAMP:BTCEUR*100000000
You now have the live Sats per share VALUE for every Capital B share. (so fully diluted BPS × mNAV)
Example:
Current BPS fully diluted: 734
Current mNAV: 1.13
Sats per share VALUE: 829
Correct. Quick napkin maths - Strategy has $1.639B worth of annual dividend obligations.
With the BTC Strategy has acquired in 2026 alone (net of the two sales), at current prices, it is able to serve 77 months of dividends, without taking into account the cash reserve of course. With BTC going -80% from there, this 2026-acquired BTC still covers 1.28 years.
Meanwhile, tradfi private credit funds are capping their clients withdrawals at 5% of fund shares as a result of underperforming the liquid benchmark and suboptimal collateralization.
Digital credit is better.
Great points by @EricBalchunas. What asset in the world, and what equities in the US and in the world, can be the most convex for investors when monetary explosion is irreversible?
∞ / 21M. Amplified Bitcoin Companies. Just maths.
Also, nothing new (see chart). The fiat monetary supply increases by 250-500% every 21 years irrespective of geopolitical/macro/tech/war context evolutions. What could happen in the next 21 years?
“There's good chance the Fed will buy equity ETFs in the next major downturn to support market and it will be common practice going fwd. China and Japan already do this. They may even target certain sectors”… “This is just one byproduct of the 'Nothing Stops This Train' monetary supply explosion and debt extravaganza sweeping the world but esp in US which at this point feels irreversable”…
The only thing better than Bitcoin is more Bitcoin ⚡️