FMC (Forward months to cover mNAV) the most juicy it has been in a while. Metaplanet, Capital B, SWC at 3-4 months. H100, Coinsilium, BLGV, PXI all below 2 months. All basic mNAVs above 2.5, which means that the BTC treasury playbook is still working and all raises are highly accretive. The only thing required is that we keep going. Raise money. Deploy into Bitcoin. Repeat. Small companies should publish at least 2 major news per week (ideally 3). Large companies like MSTR once per week. Let‘s go, warriors. We haven‘t even properly started yet. ⚔️ @btcjvs @joey_cacciatore @EMoshevich @Sanderandersenn @AlexandreLaizet @asjwebley @Croesus_BTC @IIICapital (The sheet is not 100% up to date, but should be good enough for these conclusions to be solid.)
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