Jul 29, 2025
Coiled for maximum recoil?
Notes
In this piece, we have our usual duo — Ape Boy and Dog Friend—working together to compress a massive coil. This is a reference to the recent compression of Strategy's MNAV in the last two weeks of July 2025 (from 1.9x to 1.75) - a perceived undervaluation of MSTR's stock price compared to its massive Bitcoin holdings.
The tension in the spring symbolizes the built-up potential energy, suggesting a coming breakout or "recoil" if and when the market realigns MSTR’s stock with its Bitcoin-related fundamentals, especially with MSTR earnings date looming on 31 July 2025.
The comic asks a tongue-in-cheek question: How much tighter can this coil be pressed before it explodes upward?