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Brutal Time for Proxies
🕑 Added 2025-11-12 20:28:40 +0000 UTCProxies have taken a hit — for the first time this bull run, MSTR is trading below its Bitcoin holdings, with the NAV premium flipping to a 1% discount.
You could technically argue that the arbitrage might now swing the other way — but not if a bear market is setting in.
We really need the Govt to reopen ASAP... i know for a fact people are being forced to sell here to make money for downpayments on homes etc.
Comments
robbymay
Has anyone made money here? Lol
Tbones
I would argue that selling to make a down payment on a home is a choice. Being forced is more akin to a margin call.
Wolfgang
Sold my remaining MSTR yesterday at good profit. Already too much allocation to crypto with my bag of BTC, SOL and some Mara.
