MSTR Runway

Cash coverage vs BTC breakeven ARR, using public Strategy metrics and clearly separated scenario assumptions.

Model date Loading Data stance Verified snapshot Snapshot Loading
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Main inputs use Strategy dashboard metrics. The model separates verified public inputs from user-controlled scenario assumptions. See methodology and source links below.
BTC prices are scenarios. Not investment advice.

Methodology

What This Model Means

The verified inputs are a public-data snapshot. The sliders are scenario assumptions. The model simulates monthly reserve changes from dividends, new capital, BTC sales, operating cash, and other obligations.

Cash runway answers: how long would the USD reserve last under this scenario? BTC breakeven ARR answers: what annual BTC appreciation rate would economically offset the annual dividend bill?

Caveats

Sources