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What do you think is a fair mNAV for Strategy?
485 sats \ 14 comments \ @Haiku7336 16 Jun 2025 bitcoin
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Strategy’s bitcoin premium vanishes as mNAV crashes to 1xprotos.com/strategys-bitcoin-premium-vanishes-as-mnav-crashes-to-1x/
278 sats \ 2 comments \ @0xbitcoiner 8 Jan Stacker_Stocks
The mNAV Trap: Why 70% Discounts Aren't Bargainsnewsletter.bitcointreasuries.net/p/the-mnav-trap-why-70-discounts-aren-t-bargains
113 sats \ 2 comments \ @BlokchainB 11 Jan Stacker_Stocks
Something extremely important is happening, and few people are paying attention.
550 sats \ 1 comment \ @VisionofBitcoin 7 Nov 2025 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
188 sats \ 8 comments \ @BlokchainB 24 Oct 2025 Stacker_Stocks
Forbes Cover: NAKA, David Bailey, & Copying Buffett (Forbes, Nina Bambysheva)www.forbes.com/sites/ninabambysheva/2025/10/30/trumps-crypto-advisers-quixotic-quest-to-build-a-leading-bitcoin-bank/
1176 sats \ 12 comments \ @denlillaapan 30 Oct 2025 bitcoin
"It's a Pump-and-Dump!" Den Talking Saylor & Treasury Companies on TBLwww.youtube.com/watch?v=TwQugFm2qoo&t=52s
942 sats \ 5 comments \ @denlillaapan 19 Dec 2025 podcasts
Bitcoin faces its most fragile moment since 2022, now after a steep 30% decline.
93 sats \ 2 comments \ @TheInvestor 3 Dec 2025 Stacker_Stocks
Bitcoin as a Corporate Strategy: The Méliuz Case
251 sats \ 6 comments \ @Daisy 11 Jun 2025 Stacker_Stocks
The 2026 Capital Markets Test: Which Treasuries Can Still Raise Money?newsletter.bitcointreasuries.net/p/the-2026-capital-markets-test-which-treasuries-can-still-raise-money
55 sats \ 0 comments \ @BlokchainB 2 Jan Stacker_Stocks
Companies holding bitcoin reserves could face a sustainability crisis.atlas21.com/few-bitcoin-treasury-companies-will-survive-the-death-spiral-report/
296 sats \ 4 comments \ @Bell_curve 30 Jun 2025 Stacker_Stocks
Metaplanet stopped buying Bitcoin for months, concealing an arbitrage strategycryptoslate.com/metaplanets-financial-gymnastics-paves-way-for-potential-bitcoin-buy/
73 sats \ 0 comments \ @winteryeti 25 Dec 2025 bitcoin
The Bitcoin Treasury Trade Unravels (Bloomberg Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-09-22/bitcoin-treasury-company-m-a
1116 sats \ 7 comments \ @denlillaapan 22 Sep 2025 econ
Sunday Survey: What is the natural mNAV of treasury company stocks?
420 sats \ 9 comments \ @jimmysong 2 Nov 2025 bitcoin
Check's Strategy Strategy (_Checkonchain)newsletter.checkonchain.com/p/my-strategy-strategy
1690 sats \ 9 comments \ @denlillaapan 8 Jan econ
Saylor's Latest Strategy: Raising Funds to Pay Dividendswww.ft.com/content/90ea0fdc-97b4-4453-ac1d-bffd290fecd8
2046 sats \ 58 comments \ @denlillaapan 11 Jul 2025 econ
Stock Markets YOLOing into Bitcoin (Financial Times Big Read, Nikou Asgari)www.ft.com/content/8a160bd3-c96d-468a-8052-b0aae43e5aea
1060 sats \ 11 comments \ @denlillaapan 8 Aug 2025 econ
How Bitcoin’s Slide Is Stress-Testing Treasury Balance Sheetsnewsletter.bitcointreasuries.net/p/how-bitcoin-s-slide-is-stress-testing-treasury-balance-sheets
103 sats \ 0 comments \ @BlokchainB 7 Feb Stacker_Stocks
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
1683 sats \ 9 comments \ @denlillaapan 5 Nov 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
1249 sats \ 6 comments \ @denlillaapan 31 Oct 2025 econ
Brutal: Saylor sells more MSTR and pulls 96% of USD Reserve's capital.
197 sats \ 2 comments \ @VisionofBitcoin 8 Dec 2025 Stacker_Stocks
The Dumbest Strategic Trade Continues (Bloomberg Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-12-02/ai-can-steal-crypto-now
905 sats \ 14 comments \ @denlillaapan 2 Dec 2025 econ