---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43494065.md"
description: "Confirms our previous assessment: mNAV bottomed out before the coin. The mNAV of the two leading crypto-holding companies continues to rebound, with BTC and ETH also breaking out of their bottoming trends."
datetime: "2026-08-19T15:07:48.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43494065.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43494065.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43494065.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
generator: "portal-rs"
---

# Confirms our previous assessment: mNAV bottomed ou…


### Related Stocks

- [BMNR.US](https://longbridge.com/en/quote/BMNR.US.md)
- [BMNP.US](https://longbridge.com/en/quote/BMNP.US.md)
- [MSTR.US](https://longbridge.com/en/quote/MSTR.US.md)
- [STRC.US](https://longbridge.com/en/quote/STRC.US.md)
- [STRD.US](https://longbridge.com/en/quote/STRD.US.md)
- [STRF.US](https://longbridge.com/en/quote/STRF.US.md)
- [STRK.US](https://longbridge.com/en/quote/STRK.US.md)

## Comments (20)

- **投资小达人 · 2026-08-20T07:25:16.000Z**: Is it a good time to buy now? But isn't the domestic version banned? Can you still buy it?
  - **坐等个股起飞** (2026-08-20T07:26:12.000Z): You can't just buy with direct data; you need to use a VPN to switch to an overseas IP.
- **想要-做到-得到 · 2026-08-19T16:09:08.000Z**: Holding BMNR for the long term 😂
- **粉红色菠萝 · 2026-08-19T15:53:47.000Z · 👍 1**: Actually, the return of 13-20 has already exceeded 50%
- **海军上将芒格 · 2026-08-19T15:28:44.000Z**: Bros, should we buy protective puts in this market?
  - **lyhalfway** (2026-08-19T15:29:49.000Z): I don't think it's needed yet.
- **狰狞的杜蕾斯 · 2026-08-19T15:26:19.000Z · 👍 9**: Having survived a bull and bear cycle and still being at the table, one must truly respect the market. Stay away from leverage and manage your position size carefully.
- **半山外賣仔 · 2026-08-19T15:25:53.000Z · 👍 1**: Felt a bit of a reversal today, with heavy volume 🐑
  - **lyhalfway** (2026-08-19T15:27:48.000Z): Crypto ultimately depends on liquidity and policy. The Treasury's treasury bond repurchase combined with Trump's meeting today to discuss crypto counts as a double stimulus.
  - **半山外賣仔** (2026-08-19T15:34:08.000Z): Yes, it proves the Ministry of Finance can act at any time; as long as the market has this expectation, it's manageable.
- **jessie_liu2016 · 2026-08-19T15:23:32.000Z**: Is it time to open a position? 😂
- **哥哥 · 2026-08-19T15:18:53.000Z**: ETH's trend doesn't align with BTC; they only rise together at their peak. ETH requires more caution. Monitor BTC's range-bound performance.
  - **lyhalfway** (2026-08-19T15:20:45.000Z): Ethereum has recently outperformed Bitcoin. If the core drivers remain liquidity and regulatory compliance, Ethereum stands to benefit more.
- **有耐心+幸运 · 2026-08-19T15:17:16.000Z**: It's been almost a year, bro
  - **lyhalfway** (2026-08-19T15:18:05.000Z): Having gone through a full bear market cycle is, in the long run, a stroke of luck.
  - **有耐心+幸运** (2026-08-19T15:28:39.000Z): Yes, after a year, my mindset has changed. Walking with the bro.
- **Chann1ng · 2026-08-19T15:14:54.000Z**: Brought by pure White House news
- **GLORY · 2026-08-19T15:13:34.000Z · 👍 2**: Waited for so long, it's been really tough🌚
- **海军上将芒格 · 2026-08-19T15:10:51.000Z · 👍 1**: I was just thinking of asking you to like it, and the message came.
- **Devin丶 · 2026-08-19T15:09:12.000Z**: After waiting for so long, is a reversal coming? 🚀


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**