@mc_khristina To clear this up a bit, we are not at a 2.2x diluted. We have a pending request to remove that view of the metric as the dashboard is not set up to be able to account for the new capital that would come in from the warrants if exercised. At the moment those shares are being

@BenWerkman Thank you for clarifying, what do you think is the more accurate mNAV that reflects the warrants and the subsequent capital?

@mc_khristina That mNAV for $ASST is a little off. Grok and GPT5 both put it around 1.24-ish. Regardless, I think your analysis of ASST is sensible, and I share the same sentiment that investors eyeing it should be cautious. There's a little extra BTC torque coming for ASST since it's easier

@LegalGrapes_Esq well said! 🙌🏻

@mc_khristina Brain: have you went to strive website and every YouTube video with Matt Cole to hear his vision? Check. Did we see the all team assembled in real time? Check. Did Saylor himself call out strive on at video himself? Check. Did anyone check to see all the connections to Strive

@DeFiAndDebate Definitely, one big Bitcoin team.

@mc_khristina Appreciate you sharing this! Gonna respond back later with why I flipped (before Mike took a position) - would live to get your feedback on my perspective. Still a huge fan of mstr and will be re-initiating that position at some point in the future!

@KoretoffJohn Look forward to hearing your thoughts.

@mc_khristina For the bull thesis, I think @PunterJeff reinsurance background may spin up some unique opportunities that $MSTR would shy away from.

@ManySuchCases21 @PunterJeff devils advocate, why would $MSTR shy away from any new, interesting opportunity? Strategy doesnt have the ability to bring someone on with reinsurance or other experience to help navigate new channels?

@mc_khristina You ROCK Khristina!!!

@Russ_N_Starr

@mc_khristina Saylor hasn’t been CEO of MSTR for awhile now

@lowIQ_leftcurve technically, no. Chairman…. but let’s not kid ourselves who is making the calls .. it’s Saylor

@mc_khristina Really appreciate your honest thoughts! Fellow holder of $MSTR and $MTPLF here. The next decade will be ours 🍻

@MinuteSkills I own $MTPLF too .. I was just making this comparison in the US. $MTPLF has its own unique advantages with Japan. I own $TSWCF too. Admittedly, I've been wrong so far on the BTCTCs, but giving these names more time.

@mc_khristina When I saw that Mike Alfred post, my proverbial tin foil hat went on. Seeing as Mike is already a recent board member in $BKKT, why on Earth would he even bother to disclose he has a 1M share 'starter' position in $ASST, let alone even own it? It just seems forced. It's almost

@mc_khristina PIPE investors I'm sure are demanding some pump after the $SQNS disaster. So they cooked up this scheme. It will allow these investors to dump into strength.

@mc_khristina 1. I hold MSTR and MTPLT AND TSWC. So I am generally positive on BTCTC’s. 2.The sector has had a general drawdown leaving many if not most companies at significantly discounted lows. 3. ASST is toward the larger-sized companies with a great management team trading at

@mc_khristina http://Fintel.io has good intel… IMO… the larger holders holding heavy bags all at losses makes this more interesting to me…. It the preverbal blood in the streets…. I can stomach that risk…. 🫡🚀🚀🚀

@mc_khristina KH, you are not the hero the space deserves, but you are the hero it needs. Do keep doing what you are doing!

@mc_khristina bro you're literally trying to gauge an investment in a stock called $ASST, ASS, fucking ASS.

@mc_khristina HFSP

@mc_khristina The only BTCTC worth owning is $MSTR. Rest are all illiquid. And liquidity is king.

@mc_khristina Do asst have 1,2 billion or 1.8 billion shares outstanding? I asked Ben and he didn’t know

@mc_khristina Thank you for posting, this is great DD

@mc_khristina Look, it’s a momentum play, get out of your head and make that money honey