According to Saylortracker data, the mNAV of Bitcoin treasury company Strategy (MSTR) fell below 1 again and is now reported at 0.99 (meaning that the company's market value has been lower than the value of its 650,000 bitcoin holdings). At present, the company's bitcoin holdings are temporarily reported at $56.83 billion, with an average purchase cost of $74436. So far, the bitcoin yield is 17.46%.
据Saylortracker数据显示,比特币财库公司Strategy(MSTR)的mNAV再次跌至1以下,现报0.99(意味着公司市值已低于其65万枚比特币的持仓价值),目前该公司比特币持仓价值暂报568.3亿美元,平均购买成本74436美元,迄今比特币收益率为17.46%。
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 创始人兼 CEO Ki Young Ju 在社交媒体发文表示,Strategy 在 mNAV(公司价值与其持有的比特币价值的比值)低于 1 时出售 BTC 并非明智之举。虽然此举可能在短期内使 MSTR 股东受益,但最终会对 BTC 造成伤害,进而也会损害 MSTR 的利益,从而形成死亡螺旋。 此前消息,Strategy CEO 曾表示,“只有在 mNAV 跌破 1 且无法融资时才会卖出比特币。”
Strategy CEO Phong Le recently said publicly that the company would only consider selling bitcoin if its mNAV fell below 1 and could not raise new funds - calling it a "last resort". Phong Le stressed that this is not a long-term policy shift or an active sell-off plan, but rather a "financial decision" to be taken only when extreme market and capital conditions deteriorate. Strategy has released a new "BTC Credit" dashboard this month in response to recent market concerns about its liabilities ...
Strategy CEO Phong Le 最新公开表示,公司只有在其 mNAV 跌破 1、且无法通过融资获得新资金时,才会考虑出售比特币 —— 并称这会是“最后手段”。 Phong Le 强调,这并不是其长期政策转向或主动抛售计划,而是一种“财务决策”,仅在极端市场和资本环境恶化时采取。Strategy 本月已发布新的 “BTC Credit” 仪表板,以回应近期市场对其负债与流动性的关注...
The recent weakness in the crypto market has caused the market capitalization of major DAT companies to fall below the net worth of crypto assets held, i.e. mNAV fell below 1. BTC DAT: Strategy has a market capitalization of $59.60 billion, holds 641,700 BTC worth $62.275 billion, mNAV is 0.962; MARA Holdings has a market capitalization of $4.51 billion, holds 53,250 BTC worth $5.168 billion, mNAV is 0.873; Metaplanet's market capitalization is $2.738 billion, holding 30,000 BTC worth $2.99 bill...
近期加密市场疲软,导致主要DAT公司市值跌破持有的加密资产净值,即mNAV跌破1。 BTC DAT公司:Strategy市值596亿美元,持有64.17万枚BTC价值622.75亿美元,mNAV为0.962; MARA Holdings市值45.1亿美元,持有5.325万枚BTC价值51.68亿美元,mNAV为0.873; Metaplanet市值27.38亿美元,持有3万枚BTC价值29.9亿美元,mNAV为0.915; ETH DAT公司:BitMine市值104.1亿美元,持有351.3万枚ETH价值112.3亿美元,mNAV为0.93; Sharpl...
The data shows that the mNav of Strategy (MSTR) has dropped below 1 and is now at 0.993 (meaning that the company's market cap is lower than the value of the BTC position). The market cap is tentatively quoted at $64.90 billion and the value of the BTC position is tentatively quoted at $65.32 billion.
数据显示,Strategy(MSTR)的 mNav 已经降至 1 以下,现报 0.993(意味着公司市值低于 BTC 持仓价值)。市值暂报 649 亿美元,BTC 持仓价值暂报 653.2 亿美元。