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Where’s the Kaboom? MSTR Model Update

  • Marty Kendall

Marty Kendall

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

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The mNAV Bitcoin Treasury Terminal:  Your Command Center for the Bitcoin Treasury Ecosystem

The mNAV Bitcoin Treasury Terminal: Your Command Center for the Bitcoin Treasury Ecosystem

TLDR: Visit the new Terminal (it's really cool) Public companies are rapidly becoming Bitcoin accumulation vehicles. In 2025 alone, the number of firms holding Bitcoin on their balance sheets surged from 74 to more than 190. This has created an entirely new market segment: Bitcoin Treasury Companies (BTC-TCs)
12 Mar 2026 6 min read
The Power Law Just Got an Upgrade:  Introducing the Time-Corrected TradingView Quantile Indicator

The Power Law Just Got an Upgrade: Introducing the Time-Corrected TradingView Quantile Indicator

Bitcoin’s price looks chaotic in the short term. But zoom out far enough and a surprisingly stable pattern emerges: Bitcoin has historically followed a power-law growth curve. The pattern was first highlighted by Giovanni Santostasi in 2014 and has since been widely discussed across the Bitcoin research community. The
08 Mar 2026 7 min read
Fixing the Early Data Bias in Bitcoin’s Power Law

Fixing the Early Data Bias in Bitcoin’s Power Law

The power law is one of the most widely used models in Bitcoin modelling.  But two hidden assumptions quietly distort the results: 1.     We assume Bitcoin’s statistical clock started on Genesis Day (3 January 2009), and 2.     We unintentionally overweight early data while effectively ignoring recent price action. As
06 Mar 2026 11 min read
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