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Strategy’s mNAV has fallen to 1.02 after $15 billion of ATM issuance, according to investor Fred Krueger. That compares with the company’s stance a year ago tha

BWB News TV • 2026-07-22 15:46 UTC • By Billy Odell Tucker-Robinson
Strategy’s mNAV has fallen to 1.02 after $15 billion of ATM issuance, according to investor Fred Krueger. That compares with the company’s stance a year ago tha
Strategy’s mNAV has fallen to 1.02 after $15 billion of ATM issuance, according to investor Fred Krueger. That compares with the company’s stance a year ago that it would not issue MSTR below 2.5x mNAV, highlighting a sharp valuation reset.
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