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@thespacecpa @SpaceInvestor_D Just take the joke mate.

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@CEBETracker on a side note, it would be helpful to have a graph with daily frequency that plots cebe per share and cebe mnav for each treasury. maybe even ability to compare companies through overlap. currently the "history" tab only presents quarterly frequency. what do you think?

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@CEBETracker So ~$135M debt to buy btc that is $174M at today's prices. dilluted share count increased by 7M roughly, so i take it, it was a net accretive quarter with increased cebe per share?

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@WR4NYGov Valid discussion to have.

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@john_giovanni_ @RanjYousif @Metaplanet I was wondering the same. Seems mercury was not raised. The common diluted shares increased by roughly 7M, which at most brought $14M. This would cover only 1% of the ~3000 btc they acquired.

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@CEBETracker take the post down please. lets keep this deal a secret between us.

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@Mr_Derivatives Lets come back here in 1 year.

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@CEBETracker @khingoei Looking forward to seeing it!

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@CEBETracker @khingoei Hi. What I meant was a cebe mNAV versus time graph. So X axis would be days over the last 6m,1y,2y,...etc. Y axis would be mNAV. And one could add several companies on the same graph and track how the premium of each evolves with time.

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@ourelion @benjamincowen exactly

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@thespacecpa @InTheAssembly The OG post seems very low in effort, logic, complexity. GPT could share that logic and attach "we are a team of 8...". Not worth paying attention to imo.

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@SamRuss60265097 @WolfOfTrenchess Maybe closer to a 1-3-5 model for 26-28.

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@scottmelker Does this exclude stablecoins?

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@RKLBMan Jason did not bring up rklb himself. It was the interviewer who did and made a conjecture based on valuations. I suggest to watch the entire thing.

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@SpaceInvestor_D @HoleIyn1 Any guesses on the top 2-3 sectors that would complement their current strategy as a vertically integrated space company?

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@fishnet222 @AdamBLiv You can check at
https://t.co/IhitN0qBp5
https://t.co/6ZOZ37dj6J

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@pdicarlotrader What about last week when you mentioned options activity on crypto related stuff, is that out of the window?

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@CEBETracker This phenomena is not captured by CEBE mNAV. However, definitely it provides a more transparent picture than regular mNAV. Maybe we can get some other metrics that cover what cebe mNAV does not.

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@CEBETracker I believe it is a better, but not an only metric. If btc drops s.t. drag=100%, basically equity shareholders own nothing. But, I would still pay for mstr shares because I believe X months down the line btc price would increase and drag would go down.