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Amp vs mNAV

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In plain English

Amplification is how much bigger the gross coin pile is than what is left for common after debt and preferreds — structural leverage. mNAV is the premium or discount on that leftover.

High amp + low mNAV = a levered residual claim without paying up. High mNAV + low amp = a premium for little structural leverage.

Math and metrics

One point per issuer from treasury.json.

amplification = grossNAV / NAV_liq. mNAV = mcap / NAV_liq.