@thebtcpharaoh I have no idea how likely this is, but it would be a major milestone and probably really good for the stock price, considering mNAV is quite low right now.
@btc_overflow If you rearrange your equation you get MCap + Prefs + Debt - Cash > BTC NAV. That's the same es EV > BTC NAV. For example Metaplant is using this exact definition for mNAV.
@chcbearsfan@Navi75554483@BTCBULLRIDER Thanks for the answer. I wonder if there are ways to hedge this risk. Because I can't imagine they're simply accepting a high probability of generating negative yield without having a plan in mind.
@chcbearsfan@Navi75554483@BTCBULLRIDER If BTC goes up a lot and after that the warrants get excercised the equity sale at 410 JPY will be at a mNAV below 1. Why do you think this will be accretive?
@johnsthor1 @ZynxBTC It actually wasn't mentioned in this video. I've just watched the whole thing. So thanks for the clarification. Is there any info on who these long term holders are?
@GarryKrug Hi Garry, vor ein paar Wochen habe ich gesehen das ihr auf eurer Seite ein Analytics Dashboard für die BTC Strategie hattet. Ich kann es jetzt nicht mehr finden. Was ist damit passiert?
@elbitcoinamb Der Mindestreservesatz spielt heutzutage aber kaum noch eine Rolle. Banken haben "genügen" Reserven, (Rekapitalisierung nach der Krise 2008). Die limitierenden Faktoren sind die Kreditnachfrage und der Zins. Deshalb liegt die Mindestreserve in manchen Ländern sogar bei 0%.
@blocktrainer Wenn man ein spielbares Computerspiel in die Blockchain schreiben kann, könnte man dann nicht auch Schadsoftware/Malware in der Blockchain verewigen?
@liron@AsherHopp Miners would create a hard fork that users would reject using. Therefore the hard fork would have much less market value than the original chain. Now miners have to decide between mining the original chain or starting a 51% attack and going bust afterwards.