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Cut through financial noise. Every Monday, receive institutional-grade analysis of MicroStrategy (MSTR), corporate Bitcoin reserves, capital structure gearing, and macro cycle valuation floors.
Delivered every Monday at market open. Join 5,000+ portfolio managers, analysts, and serious Bitcoin investors.
Rigorous quantitative models, verified balance sheet disclosures, and zero speculative hype.
Weekly tracking of Basic mNAV, Diluted mNAV, Net mNAV, and Enterprise Value (EV) mNAV. See exactly how senior claims and convertible options impact valuation spreads.
Monitoring all 6 senior convertible notes ($6.714B), conversion prices, in-the-money delta, coupon interest burden ($34.6M/yr), and earliest creditor put dates.
Complete calendar for STRC, STRD, STRF, STRK, and STRE. Live effective market yields, par value ($100) premiums/discounts, and the 39+ year reserve coverage multiple.
The 1,400-day moving average baseline for Bitcoin and Strategy stock. Real-time Price-to-WMA ratios, valuation heat tiers (Discount vs Fair Value), and 1-year momentum growth.
Preview recent editions of The Bitcoin Treasury Brief.
Why common shares trade at 0.85x Basic mNAV while the whole enterprise commands a 1.07x premium. Deep dive into the $6.7B debt stack and $14.8B preferred equity claims.
Analyzing Bitcoin’s $64.9k 200-WMA and Strategy’s 0.80x discount ratio. How the 1,400-day rolling baseline has marked generational cycle bottoms.
How Strategy services $1.65B in annual preferred dividend commitments with a 39-year reserve coverage multiple without selling Bitcoin.
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