Could we add the "Months to cover mNAV"?
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"months to cover mNAV" is a new metric within the X community to compare multiple BTC treasury companies.
I did a lot of testing, and this is the right formula to calculate it.
I think you could make rolling charts.
- 3 months
- 6 months
- 12 months
- since last bear market >> This one is the most relevant if you want to compare multiple companies.
- since inception (first BTC acquisition) >> This one is most relevant long term, but Strategy has no competition here yet.
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I have tested the numbers quite decently.
I created you an editable copy. -
Columns P (since inception) and S (since last bear market low) are the most insightful.
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Thanks for calculating this new metric!
1 bug i noticed is that on "the blockchain group " calc, the 6 and 12 months calcs of BTC Yield are the same (both 3,664%), when they shouldnt be.
(probably as a result of their not being historical data for such a new company).
Marc.
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Hi Radu, the "Months to cover mNAV" chart is no longer showing on my available charts list.
And the performance comparison chart you mentioned , says "coming soon".
Did you choose to disable the chart of "Months to cover mNAV" ?It was available about 12 hours ago.
Marc. -
Aha! I found it. sorry I am new here and I didn't realize there is a separate comparison page.
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@radu Thanks - those 6mth and 12mth yield numbers look correct now.
I checked Semler, 3350, MSTR, Kulr and "blockchain group - all correct now. -
@radu Bug report: That chart's data feed has stopped at May 19. (My time now is May 21 430PM EST)
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yes its now displaying data up until today, thanks Radu!
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Any chance there's a bug with the days to mNAV cover? Not seeing it for Metaplanet
Also one thought that came to mind: Would it be possible to include an update timestamp in the tooltip? Definitely would come in handy when volatility spikes and there's lots of buying taking place
