mNAV.com Insights (Formerly MicroStrategist)
  • Back to mNAV.com
  • Go to MicroStrategist (Old site)
Sign in Subscribe

Where’s the Kaboom? MSTR Model Update

  • Marty Kendall

Marty Kendall

21 Jan 2025 • 6 min read
Where’s the Kaboom?  MSTR Model Update

This post is for subscribers only

Subscribe now

Already have an account? Sign in

From Time to Work: Rethinking Bitcoin’s Power Law

From Time to Work: Rethinking Bitcoin’s Power Law

There’s no such thing as a perfect model, but some are better than others.  In the case of Bitcoin, the power law appears to be the most effective approach for understanding its future trajectory.  Most people simplistically model Bitcoin’s price trajectory since Genesis Day (3 January 2009).  However,
10 Jan 2026 5 min read
When Was Bitcoin Really Born? Separating Genesis Day from Economic Reality

When Was Bitcoin Really Born? Separating Genesis Day from Economic Reality

Today marks 17 years since Bitcoin’s Genesis Block was mined on 3 January 2009. Most people celebrate this date as Bitcoin’s birthday. And in a literal, technical sense, that’s correct. It was the moment the Bitcoin protocol came into existence. But from an economic and modelling perspective,
02 Jan 2026 6 min read
2025: The Year the Bitcoin Halving Cycle Died

2025: The Year the Bitcoin Halving Cycle Died

For more than a decade, Bitcoin investors have anchored their expectations to cycles – a familiar, comforting, predictable rhythm of boom, bust, and recovery. ·         the four-year halving. ·         the US election calendar and ·         a more subtle annual cycle. Previous frameworks, such as Plan B’s Stock-to-Flow (S2F), which revolved heavily around the
02 Jan 2026 7 min read
mNAV.com Insights (Formerly MicroStrategist) © 2026
  • Sign up
Powered by Ghost