According to Deep Tide TechFlow news, on December 1, Ki Young Ju, founder and CEO of CryptoQuant, stated on social media that it is not wise for Strategy to sell BTC when the mNAV (the ratio of the company's value to the value of its held Bitcoin) is below 1. Although this move may benefit MSTR shareholders in the short term, it will ultimately harm BTC, which in turn will damage MSTR's interests, resulting in a death spiral.
According to previous reports, the CEO of Strategy stated, “Bitcoin will only be sold when mNAV falls below 1 and cannot be financed.” According to the Strategy official website, the current mNAV of Strategy is 1.13. Although Strategy disclosed information about increasing its BTC holdings (an increase of 130 coins) tonight, the stock price continued to drop by more than 6%, currently reported at around 166 USD.
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