$MSTR 的当前市值为 $29 billion。 他们持有的 $BTC：$51 billion。 这相当于相较于底层担保的折价 43%。 绝对是一个不容错过的价格。 市场目前给这只股票定价低于底层价值的唯一原因，是 Strategy 正在对股票进行稀释。 现在，mNAV 也首次跌破 <1。 上一次我们看到这种情况发生是什么时候？ 没错，就发生在 2022 年 Q4 的筑底阶段。 我不认为 Michael Saylor 的 Strategy 会下跌。考虑到一个快照日期正在逼近（30th of June），我会推测我们已经接近尾声。 除此之外，市场会在极端之间波动。 就股票本身而言，当前的折价相对于价值已经被拉得过头，这意味着我们此刻正在经历恐惧的高点。
$MSTR its current market capitalization is $29 billion. The $BTC they are holding: $51 billion. That's a discount of 43% of the stock compared to the underlying collateral. An absolute steal of a price. The sole reason that the markets are currently underpricing the underlying stock is due to the fact that Strategy has been diluting the stock. Now, the mNAV has also dropped <1 for the first time ever. When did we see that happen for the last time? Exactly, during the bottoming period in Q4 2022. I don't think Michael Saylor's Strategy will fall. Given that there's a snapshot date approaching on the 30th of June, I would assume we're close to the end. Other than that, markets move in extremes. The current discount of the stock itself is overstretched compared to the value and would mean that we're currently living in peak fear.
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