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But we saved everything 🙂.
Scott Melker, owner and content creator, reports that every cut of Strategy's mNAV now stands at or below one.
He highlights that the basic measure is at 0.58, the diluted measure at 0.63, and enterprise recently crossed the threshold, marking a structural shift for the business model.
Melker previously highlighted panic selling in crypto markets following Strategy's minor BTC sale and Mt. Gox wallet movements. In a separate report, he covered JPMorgan's decision to raise its S&P 500 year-end target to 7,800 on the back of strong AI-driven earnings. These recent updates come as the business model for Strategy shows a notable shift.