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What do you think is a fair mNAV for Strategy?
455 sats
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14 comments
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@Haiku7336
16 Jun 2025
bitcoin
related
The Bitcoin Treasury Trade Unravels (Bloomberg Money Stuff, Matt Levine)
www.bloomberg.com/opinion/newsletters/2025-09-22/bitcoin-treasury-company-m-a
1032 sats
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7 comments
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@denlillaapan
22 Sep 2025
econ
Check's Strategy Strategy (_Checkonchain)
newsletter.checkonchain.com/p/my-strategy-strategy
1627 sats
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9 comments
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@denlillaapan
8 Jan
econ
Rain on the Paper Bitcoin Summer (Bitcoin Magazine, Joakim Book)
bitcoinmagazine.com/markets/the-end-of-paper-bitcoin-summer
571 sats
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2 comments
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@denlillaapan
11 Sep 2025
econ
Did Strive Just Deploy Warren Buffett’s Elephant Gun? (Bitcoin Magazine, JB)
bitcoinmagazine.com/markets/bitcoin-price-strive-semler-elephant
1162 sats
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18 comments
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@denlillaapan
22 Sep 2025
econ
Bitcoin DATs Crash Costs Investors $17 Billion (Bloomberg, Judy Lagrou)
www.bloomberg.com/news/articles/2025-10-17/bitcoin-dats-crash-costs-investors-17-billion-researcher-says
1165 sats
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6 comments
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@denlillaapan
31 Oct 2025
econ
Bitcoin Boomers Bite The Bitter Winter (FT, John Foley/Lex)
www.ft.com/content/c235d775-cb39-475f-b11c-e5883d59ff56
1452 sats
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2 comments
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@denlillaapan
3 Dec 2025
econ
Strategy’s bitcoin premium vanishes as mNAV crashes to 1x
protos.com/strategys-bitcoin-premium-vanishes-as-mnav-crashes-to-1x/
263 sats
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2 comments
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@0xbitcoiner
8 Jan
Stacker_Stocks
Broken PIPEs: Is Now the Time to Buy ASST, NAKA?
newsletter.bitcointreasuries.net/p/broken-pipes-is-now-the-time-to-buy-asst-naka
173 sats
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8 comments
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@BlokchainB
24 Oct 2025
Stacker_Stocks
Bitcoin Lightning Treasury Yield Calculator
bitcoin-lightning-treasury-yield-ca.vercel.app
499 sats
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4 comments
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@supratic
31 Aug 2025
lightning
Bitcoin Dilution-as-a-Service (DaaS) IS BACK (FT Alphaville, Craig Coben)
www.ft.com/content/1f63e641-5e85-4d80-a960-ad5d6d1d72b5
1405 sats
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7 comments
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@denlillaapan
26 Nov 2025
econ
Buffett's Lesson to the Bitcoin Treasury Companies (WSJ, Krystal Hur)
www.wsj.com/finance/stocks/berkshires-new-normal-no-buffett-shareholder-letter-and-no-buffett-premium-b53c2edd
1641 sats
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9 comments
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@denlillaapan
5 Nov 2025
econ
Treasury Company Advisory Agreements | BitMEX Blog
blog.bitmex.com/treasury-company-advisory-agreements/
157 sats
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0 comments
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@Scoresby
13 Aug 2025
bitcoin
Saylor's Latest Strategy: Raising Funds to Pay Dividends
www.ft.com/content/90ea0fdc-97b4-4453-ac1d-bffd290fecd8
1962 sats
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58 comments
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@denlillaapan
11 Jul 2025
econ
The Dumbest Strategic Trade Continues (Bloomberg Money Stuff, Matt Levine)
www.bloomberg.com/opinion/newsletters/2025-12-02/ai-can-steal-crypto-now
863 sats
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14 comments
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@denlillaapan
2 Dec 2025
econ
Jim Chanos vs. Pierre Rochard: MicroStrategy (MSTR) mNAV Debate
www.youtube.com/watch?v=gI7pMX-oa_E
584 sats
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8 comments
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@k00b
18 Jul 2025
Stacker_Stocks
Print Shares, Not Money... and then BURN the Proceeds (Bloomberg, Matt Levine)
www.bloomberg.com/opinion/newsletters/2025-11-19/fine-trade-labubu-futures
882 sats
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2 comments
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@denlillaapan
19 Nov 2025
econ
The Year's Hottest Trade Crumbling (WSJ, Greg Zuckerman)
www.wsj.com/finance/currencies/the-years-hottest-crypto-trade-is-crumbling-43e8bab5
1116 sats
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14 comments
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@denlillaapan
10 Nov 2025
econ
Is MSTR a Ponzi? | Lyn Alden & Andy Constan - WBD
275 sats
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2 comments
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@Wumbo
11 Aug 2025
podcasts
Metaplanet stopped buying Bitcoin for months, concealing an arbitrage strategy
cryptoslate.com/metaplanets-financial-gymnastics-paves-way-for-potential-bitcoin-buy/
43 sats
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0 comments
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@winteryeti
25 Dec 2025
bitcoin
Bitcoin treasuries part deux!
1400 sats
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7 comments
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@Taj
22 Nov 2025
econ
The BEST THINGS I Wrote in 2025
2008 sats
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10 comments
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@denlillaapan
1 Jan
BooksAndArticles
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