H100 – New Bitcoin Treasury Company Q&A with CEO

H100 recently announced their aim to raise ~$29M to buy Bitcoin, led by Bitcoin OG Adam Back. We sat down with CEO Sander Andersen to hear what it's like transforming a Nordic health startup into a Bitcoin treasury company.

ALTBG

The Blockchain Group (ALTBG): Europe’s Rising Bitcoin Treasury Pioneer

This is a guest post by ₿themoon, one of the foremost experts on ALTBG. A small group of companies are redefining treasury management by embracing Bitcoin as a reserve asset. Strategy (MSTR), with its pioneering Bitcoin strategy, has set the standard, but a new player has emerged in Europe: The

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Stacking Velocity & Market Signals: The Next Phase of the Bitcoin Treasury Boom

While headlines churn and noise rises, we stay focused on the metrics that matter — stacking velocity, fair value signals, and emerging leaders. This week’s update brings sharper models, new contenders, and key insights into which companies are accelerating their BTC per share… and which ones risk being left behind.

The Great Bitcoin Stacking Race: Who’s Leading and What’s Next?

Get ready to dive into the rapidly evolving world of companies stacking Bitcoin at breakneck speed! In this first edition of the MicroStrategist newsletter, we’ll decode what’s driving the biggest Bitcoin accumulators, highlight new contenders turning heads, and reveal how to spot the next fastest horse. Whether you’

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Stack Smarter: The Power of Days to Cover mNAV for Bitcoin Equities

What if I told you you could have 100x’d your portfolio over the last year with no leverage?   The secret lies in the Days to Cover mNAV indicator—an under-the-radar metric that reveals which Bitcoin-leveraged equities are poised to outperform the market. This powerful tool has been getting a

Has the MSTR Ballistic Acceleration Model Broken?

Bitcoin just reached new all-time highs, but MSTR didn’t follow. Some are asking if the Ballistic Acceleration Model is broken.   TLDR:  The model isn’t broken, but there are some other important factors to consider.   Quick Take: The Model Works—But the Game Has Changed ·         Velocity of BTC stacking

Is the mNAV Worth It? Introducing “Days to Cover mNAV”

When investors pay a premium over a company’s Bitcoin per-share value, they’re not just buying Bitcoin—they’re betting on future accumulation. This premium is reflected in the multiple of net asset value (mNAV). A company with an mNAV of 2.0 is trading at twice the value

What’s Strategy (MSTR) Really Worth? Determining Fair Value

Strategy has become the poster child for corporate Bitcoin adoption. But how do you determine what it's worth? Back in November 24, after a massive post-election run-up, MSTR was the darling of the Bitcoin scene, with insane short-term returns.  But after heavy ATM (at the market) selling and

Riding the Bitcoin Curve: How the Power Law Predicts the Future

Why does Bitcoin keep climbing, even through crashes? A little-known mathematical pattern—the power law—might explain. The Bitcoin power law isn’t magic—it’s math. Like any model, it’s not perfect, but it’s one of the best tools to understand Bitcoin’s long-term price. While critics

How Much Bitcoin Could MicroStrategy Stack in 2025?

Strategy’s relentless Bitcoin accumulation has left many wondering how far they can go in 2025. With 553,000 BTC already stacked, the answer depends on two key factors: ·         Where BTC’s price heads next ·         How Strategy manages its leverage Depending on how things unfold, Strategy could end the year

Let the mNAV Run: Smart Play or Yield Killer for MicroStrategy?

As Strategy continues its aggressive Bitcoin accumulation strategy, investors are asking: Should they pause ATM sales and let the stock catch its breath?  While the temptation to ‘let mNAV fly’ is real, BTC Yield—not stock price—powers long-term value. MicroStrategy (aka Strategy) is walking a fine line: Should it

Why MetaPlanet Is Still Undervalued—Despite the Hype

MetaPlanet has outpaced every equity on the planet—but is it still undervalued? Let’s break down the numbers behind the premium, the stacking, and what the fair value says about its future. In this article, we examine how to determine MetaPlanet’s fair value based on the premium the

tools

NEW: Forecast Bitcoin companies with mNAVigator

Over the past year new metrics have been coming at us from all directions.. mNAV, BTC yield, and don't get me started on BTC Torque. But you don't have to be Jeff Park to make sense of this. Let's go back to basics when

Introducing MicroStrategist Pro

Hi, I'm Jørgen, I run MicroStrategist together with Marty. He writes all the insightful articles, and I tinker with the tools and charts. Nice to meet you 😄 Over the past 6 months nearly 100k investors from around the world have been tracking their MSTR investments and learning along

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MSTR’s mNAV: The Wild Ride – How High (and Low) Can We Go?

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Where’s the Kaboom? MSTR Model Update

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Gladiator is Not Ballistic Enough (about MSTR)!

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MSTR’s Mysterious mNAV: Solving the True Value Equation

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Does M2 Drive Bitcoin? Separating Fact from Clickbait

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BTC Refinery in Action: MicroStrategy's 2025 Model Trajectory

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MicroStrategy & Bitcoin in 2025: The Next Big Move

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From Blackouts to Breakouts: What’s Next for MSTR?

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Is MSTR’s Ballistic Rocket Just Warming Up?

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BTC Yield: MicroStrategy’s Winning KPI

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MSTR’s True Potential: Bitcoin Per Share Defines Future Value