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$XBT

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Snapshot Window: 2026-08-28 09:40 UTC · ← Back to Crypto Overview

Tracked Posts
1
Total Impressions
164
Total Likes
20
Retweets & Quotes
0
Comments
20

Social Momentum Summary

Total Engagement - Comments: 20, Retweets: 0, Likes: 20, Impressions: 164

Verbatim Community Citations & Social Evidence 1 source posts analyzed

@DylanLeClair

How do you factor in convexity to the fair value mNAV calculation? At a theoretical 100% amplification ratio (i.e. $1b of BTC, $1b notional perpetual prefs), residual BTC NAV less senior claims would be $0. Yet the market cap wouldn’t trade at zero. Merton model: equity is a

Contributing Voices for $XBT

@DioeconmeXBT