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Grain of Salt

Independent Analyst, Twitter

Bitcoin treasury companies, mNAV framework, crypto equities

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Companies mentioned · 4

6d ago

MSTR trading at 2.8x mNAV presents premium valuation risk despite strong Bitcoin accumulation execution.

YouTube· Grain of Salt AnalysisCautionary· MicroStrategy

15d ago

MSTR's mNAV premium has compressed — historically that's been a good accumulation window, not a warning.

YouTube· Grain of Salt Substack VideoNeutral· MicroStrategy

16d ago

Metaplanet is running the Saylor playbook in Japan — mNAV framework flashes early-cycle accumulate.

YouTube· Grain of Salt Substack VideoPositive· Metaplanet

19d ago

ETF flow persistence matters more than absolute size — IBIT continues to dominate net inflows.

Interview· Twitter SpacesPositive· iShares Bitcoin Trust