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比特幣國庫公司到底是什麼？一張圖搞懂 mNAV 和折價陷阱
最近 crypto.news 出了一篇超實用的科普文，教你認識「比特幣國庫公司」（DATs）和 mNAV 指標 📊
簡單來說，DATs 就是那些把比特幣當主要資產放在公司金庫裡的上市公司。最有名的例子就是 Strategy（前 MicroStrategy），手上有超過 84 萬枚 BTC，全球企業持有量第一 🥇
那 mNAV 是什麼？就是「公司市值 ÷ 它持有的比特幣價值」。如果 mNAV > 1，代表市場願意付溢價買單；如果 mNAV < 1，股票就折價交易。
但要注意⚠️ 就算股票比比特幣還便宜，你也不能直接把公司金庫裡的 BTC 取出來——這就是為什麼折價往往會一直存在的原因。
想了解怎麼解讀這些數據、判斷投資價值？原文講得很清楚 👇
#BTC #Bitcoin #MicroStrategy #mNAV
#BTC
最近 crypto.news 出了一篇超實用的科普文，教你認識「比特幣國庫公司」（DATs）和 mNAV 指標 📊
簡單來說，DATs 就是那些把比特幣當主要資產放在公司金庫裡的上市公司。最有名的例子就是 Strategy（前 MicroStrategy），手上有超過 84 萬枚 BTC，全球企業持有量第一 🥇
那 mNAV 是什麼？就是「公司市值 ÷ 它持有的比特幣價值」。如果 mNAV > 1，代表市場願意付溢價買單；如果 mNAV < 1，股票就折價交易。
但要注意⚠️ 就算股票比比特幣還便宜，你也不能直接把公司金庫裡的 BTC 取出來——這就是為什麼折價往往會一直存在的原因。
想了解怎麼解讀這些數據、判斷投資價值？原文講得很清楚 👇
#BTC #Bitcoin #MicroStrategy #mNAV
#BTC
OBSESS
Metaplanet is putting its cash to work where it counts most - in the hands of shareholders. The asset management company just reiterated that stock repurchases are still on the table, even with its market net asset value (mNAV) ratio at 0.92x, a level that could see accretive purchases #Metaplanet #mNAV #ShareBuybacks
The stakes are high here, because if Metaplanet can pull off these buybacks, it could be a game-changer for its investors - and the rest of us who are watching from the sidelines. The company has $8 billion under management, and that kind of weight can swing the entire crypto market. Now it's up to Metaplanet to prove that it can make the most of its firepower.
When will Metaplanet take the leap and start buying back its shares? Will you be ready to make your move?
Metaplanet is putting its cash to work where it counts most - in the hands of shareholders. The asset management company just reiterated that stock repurchases are still on the table, even with its market net asset value (mNAV) ratio at 0.92x, a level that could see accretive purchases #Metaplanet #mNAV #ShareBuybacks
The stakes are high here, because if Metaplanet can pull off these buybacks, it could be a game-changer for its investors - and the rest of us who are watching from the sidelines. The company has $8 billion under management, and that kind of weight can swing the entire crypto market. Now it's up to Metaplanet to prove that it can make the most of its firepower.
When will Metaplanet take the leap and start buying back its shares? Will you be ready to make your move?
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