#mNAV

Highlights: Jiang Zhuoer predicts Bitcoin could bottom between October and December 2026, near $42,000 to $44,000. His model uses MSTR’s mNAV, Bitcoin’s four-year cycle, and weak crypto market sentiment signals. Jiang says he is selling spot assets and shorting until […]

Highlights: Metaplanet raised $100 million using Bitcoin collateral to accelerate Bitcoin purchases, share buybacks, and other income-generating businesses.  Metaplanet said the loan is safe, backed by strong Bitcoin reserves worth $3.5 billion. The company recently launched a $500 million buyback […]

Highlights: Metaplanet approves a share buyback valued at $500M to boost BTC yield. The company plans to repurchase 13% of its stock within a year. The move aims to improve mNAV and to control capital efficiently. The fourth-largest Bitcoin treasury, […]

Highlights: Standard Chartered reported that Ethereum treasury firms and ETFs captured 4.9% of supply in three months.  The analyst expects that treasury firms could eventually hold 10% of Ethereum’s circulating supply. DAT firms are undervalued despite 3% staking yield, offering […]