Bitcoin Treasury Terminal, Dashboards, Insights and Advisory

Joined August 2024
2,219 Photos and videos
mNAV.com retweeted
Congratulations @ElonMusk and $SPCX on a historic IPO. Thanks to you, 25% of the Mag8 now holds Bitcoin on the balance sheet.
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This is the way
One has to become more and more patient with time. This is a log-log-log chart. The y-axis price is logarithmic, the x-axis time is logarithmic. And unlike what you have probably never seen, the time interval width of each candle is logarithmic. First candle width 0.37 years, last one 3.7 years. That’s scale invariance, that’s the power law. Age increase 50%, price up 10x. All along the curve. You want a 10 bagger, ask yourself what Bitcoin’s age is now, divide by two, and wait that long.
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mNAV.com retweeted
We are pleased to announce that Metaplanet has entered into an agreement to acquire 100% of Siiibo Securities, a licensed Type I securities firm and a pioneer of Japan's online corporate bond market. Following closing, expected in July, the company will be renamed Metaplanet Securities. This is Metaplanet's first major acquisition and the first concrete step in Project Nova, our long-term strategy to build a Bitcoin-centric financial ecosystem in Japan. The significance is hard to overstate. Japanese households hold roughly $7.4 trillion in cash, deposits and low-yield products, and as Japan shifts from deflation to inflation, that capital has begun searching for yield. By bringing Siiibo's Type I registration and online securities platform into the group, we will develop and distribute Bitcoin-related yield products directly to Japanese investors, supported by the 40,177 BTC on our balance sheet, the largest corporate Bitcoin treasury in Asia. We have great respect for Kazuki Komura and the team at Siiibo Securities and what they have built. Together, as Metaplanet Securities, we will bring new yield opportunities to Japan.
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mNAV.com retweeted
Farmhouse has added another 0.5 $BTC at an average price of $62,745 to our treasury. Total BTC held is now 4.209 at an average price of $71,165. Back to back buys this week 💥 $FMHS
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mNAV.com retweeted
Farmhouse has added 0.5 $BTC at an average price of $61,671 to our treasury. Total BTC held is now 3.709 at an average price of $72,300 Dips are for buying 🟧 $FMHS
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mNAV.com retweeted
1/7 Missed our latest livestream? We had a masterclass on the future of institutional wealth. Host @jakefentonBTC sat down with @martykendall2 (mNav) & Tim Darrah (@Mangrove_AI) to discuss the intersection of AI, big data, and corporate Bitcoin adoption. Here's a recap 👇🧵
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mNAV.com retweeted
📺LIVE NOW: #Bitcoin sinks to $61k, but the ₿uilding continues. Join leaders from @Mangrove_AI, @BitcoinPowerLaw, and @BitcoinForCorps as they discuss new tools, and analysis on corporate #Bitcoin adoption. Drop questions in the chat: 👇 x.com/i/broadcasts/1DGleeDZZ…
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mNAV.com retweeted
$STRC and $MSTR shareholders have approved the amendment to move $STRC dividends from monthly to semi-monthly. Under the new cadence, the first record date is June 30 and the first payment date is July 15. Thank you to every shareholder who voted. strategy.com/press/strategy-…
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mNAV.com retweeted
Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC strategy.com/press/strategy-…
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ALT Predator Handshake GIF

Strive acquired an additional 32 $BTC for ~$2.1M at an average cost of ~$63,911 per bitcoin. $ASST $SATA
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Why do yearly social and family gatherings always coincide with Bitcoin lows? 🫠
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I personally believe we actually bottomed at the Q1 power-law baseline. The future will tell, but I feel very confident buying more at these levels. This is what a asymmetric opportunity looks like in my books. - Chart By @BitcoinPowerLaw
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mNAV.com retweeted
Nocoiners are gloating Shitcoiners in shambles Fiat press churning out the stupid think pieces on why this really is the end of bitcoin We're halfway between halvings It's time to stack sats like your life depends on it Nothing beats being in tune with the cycles of nature
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Agreed. Over time you go from feeling like puking to just a calm unease when BTC nukes. It takes time to gain Bitcoin zen. Hang in there, everyone 🫶
This is wild. In was there when this happened in March 2020 and December 2022. Third time I live through this. Get easier and easier tbh
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mNAV.com retweeted
Replying to @BitcoinPowerLaw
Q2 with $59.4k under price is exactly where cycle lows get ignored, ngl the easy buy was never going to feel easy
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Update: bitcoin:native just tagged the 1st quantile — the bottom band of the power law range. Every prior visit here has been an entry, not an exit. The only open question is how long it loiters.
Bitcoin is now at Q2. The Q1 floor — $59.4k — is just below us. Everyone wishes they'd bought the last cycle low. The model says you might be looking at one right now.
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Update: bitcoin:native just tagged the 1st quantile — the bottom band of the power law. Every prior visit here has been an entry, not an exit. The only open question is how long it loiters.
Bitcoin is now at Q2. The Q1 floor — $59.4k — is just below us. Everyone wishes they'd bought the last cycle low. The model says you might be looking at one right now.
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