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Don't remind me again today

Anyone else noticed MSTR is currently sitting at just 85% of its Bitcoin holdings value?



Let that sink in for a second. The company's market cap is literally trading at a 15% discount to the BTC stacked on their balance sheet. No premium. Actually a discount.

Feels like the market's missing something here. When a publicly traded vehicle gives you exposure to Bitcoin at below net asset value, that's not usually how this game works. Undervalued? That's putting it mildly.
BTC7.36%
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ForkMongervip
· 12-01 20:19
nah this is exactly how it should work... governance attack vectors on corp treasuries aren't priced in yet. once the margin of disruption hits, that "discount" evaporates real quick.
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BearMarketBuildervip
· 12-01 20:19
Wait, is this 15% discount on MSTR for real? It feels a bit off.
View OriginalReply0
DeFiVeteranvip
· 12-01 20:15
The 15% discount is indeed not very reasonable, it feels like the institutions haven't reacted yet.
View OriginalReply0
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