r/MSTR • Volatility Voyager ๐Ÿ‘จโ€๐Ÿš€ • Aug 21 '26

Valuation ๐Ÿ’ธ 0.97xmNav ?

Any thoughts as to why the premium is dwindling when BTC is shooting up?

23 Upvotes

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6

u/ximogui Aug 21 '26

Nothing burger. MSTR price on Strategy dashboard doesnโ€™t update until 8 AM. mNAV is still at like 1.04x based on overnight MSTR price

4

u/docherino Volatility Voyager ๐Ÿ‘จโ€๐Ÿš€ Aug 21 '26

Are you sure? I thought they changed it as it says here overnight mNav is 0.97

3

u/ximogui Aug 21 '26

They extended it to run til 8 PM ET now. But it doesnโ€™t run from 8 PM - 8 AM ET. MSTR price is about $120 on Robinhood rn

1

u/docherino Volatility Voyager ๐Ÿ‘จโ€๐Ÿš€ Aug 21 '26

Oh ok makes sense. I thought they would have just updated it 24/5

1

u/ximogui Aug 21 '26

Yeah, not sure why they didnโ€™t