Civic108

@Civic108

Joined March 2022

123Following

255Followers

Civic108@Civic108 · Jul 10

Ragnar is in. >8K followers and just recommended to be followed by Richard Byworth 👀 also a whale 😅🔥 (1M Metaplanet shares or sth) x.com/RoaringRagnar/…

RRagnar@RoaringRagnar · Jul 10

Ragnar Treasury is pleased to announce that it has performed the following operations today: Added shares of $SWC Added shares of $CINGF Added shares of Nakiki (WDL1) I will now get to work to update my comparison sheet.

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Civic108@Civic108 · Jul 2

ALTBG weighted at 3.89% in the OWNB ETF, top 10. x.com/Civic108/statu…

CCivic108@Civic108 · Jul 2

3.89% at number 10, apparently. source: FT (not 100% sure data is up to date, Bitwise' own data is not updated yet)

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Civic108@Civic108 · Jun 30

DDC fair value chart 👀 derived from MicroStrategist model / BTC yield / days to cover mNAV x.com/BitcoinPowerLa…

MMicroStrategist.com | BitcoinPower.Law@BitcoinPowerLaw · Jun 30

I really $DDC. Definitely one to watch!

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Civic108@Civic108 · Jun 20

Here I show how mNAV does NOT need to keep increasing for a BTC treasury company to keep outperforming BTC. Metaplanet mNAV can drop from 6 to 3 while the share price does +400% and BTC per share increases 7x. Long post, but should silence mNAV bears. x.com/Civic108/statu…

CCivic108@Civic108 · Jun 20

mNAV does not need to increase for a BTC treasury company to keep outperforming BTC. I can prove that. It's a common misconception, and an easy one to make. (mNAV = multiplier on NAV, i.e. the premium a company has to its BTC holdings) Here's a very simple proof by counter…

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