July 31, 2026·Bullish·team activity

Strategy Unveils New MSTR Valuation Framework with Net Reserve Metrics

Strategy introduced a new valuation framework for MSTR, incorporating Net Reserve and Net BTC per Share metrics that account for debt, preferred stock, and dilution. The updated mNAV sets the accretion threshold at 1.0x, providing investors with a more comprehensive measure of the company's bitcoin holdings.

Detected & updated continuously · Source: Nebula

Mentioned

Bitcoin (btc)

@Strategy

Sources

@roxom

Strategy just changed how investors should measure $MSTR. Net Reserve and Net BTC per Share account for debt, preferred stock, and dilution. Updated mNAV sets the accretion threshold at 1.0x. Roxom Bitcoin Treasuries analyst @imdab002 breaks down the new framework Read now ↓