CryptoQuant founder and CEO Ki Young Ju said in a social media post that it is not wise for Strategy to sell BTC when mNAV (the ratio of the value of a company to the value of its bitcoin holdings) falls below 1. While this move may benefit MSTR shareholders in the short term, it will ultimately harm BTC and, in turn, MSTR, creating a death spiral.
Previously, the CEO of Strategy had said that "Bitcoin will only be sold when mNAV falls below 1 and cannot be financed."
CryptoQuant CEO: Strategy to sell BTC when mNAV falls below 1 is not a smart move
2025-12-01 22:03:42
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