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Nalezeno "20% premium": 619

Michael Saylor Explains 4 Reasons MSTR Trades at a Premium to Bitcoin NAV


Microstrategy stock is vaulting past bitcoin NAV as investors chase explosive upside, as Michael Saylor highlights powerful structural factors fueling demand beyond direct bitcoin exposure limits. Surpassing Bitcoin NAV, Michael Saylor Highlights 4 Factors Fueling MSTR’s Premium Microstrategy’s...

The Layer 1 Fallacy: Chasing Premium Without Substance


DeFi and RWA protocols are rebranding themselves as Layer 1s to capture infrastructure-like valuations. But most remain narrowly focused applications with little sustainable economics — and the market is beginning to see through it, says Avtar Sehra

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