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Why Are Bitcoin Treasury Companies Trading at Such High Premiums to NAV?www.galaxy.com/insights/research/why-are-bitcoin-treasury-companies-trading-at-such-high-premiums-to-nav
532 sats \ 4 comments \ @k00b 5 Jul Stacker_Stocks
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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 \ 7 comments \ @denlillaapan 22 Sep econ
More on Strategy and Bitcoin Treasury Companies' Value (FT, Robert Armstrong)www.ft.com/content/b5238dec-9a7e-462b-8119-7d580926bd63
1060 sats \ 13 comments \ @denlillaapan 11 Jun 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 \ 6 comments \ @denlillaapan 31 Oct econ
Saylor Moon
14.3k sats \ 52 comments \ @jimmysong 1 Mar 2024 bitcoin
Did Strive Just Deploy Warren Buffett’s Elephant Gun? (Bitcoin Magazine, JB)bitcoinmagazine.com/markets/bitcoin-price-strive-semler-elephant
1162 sats \ 18 comments \ @denlillaapan 22 Sep econ
Bitcoin Treasury Companies Nuts? (FT, Bryce Elder)www.ft.com/content/80019dab-78ab-4dbd-b6c5-a54ce953532f
956 sats \ 13 comments \ @denlillaapan 15 Jun econ
A Gold Treasury Company? Yes, Yes Of Course (Bloomberg, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-07-09/goldman-wants-quarterly-loyalty-updates
959 sats \ 13 comments \ @denlillaapan 15 Jul econ
Saylor’s Strategy: Buy Higher, Pump Harder (Financial Times, Craig Coben)www.ft.com/content/685c764b-3eb6-41a1-855d-54cb3bc85a16
960 sats \ 16 comments \ @denlillaapan 16 Mar econ
Shorting Strategy's Strategy (Bloomberg, Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-06-05/bankruptcy-was-good-for-23andme
798 sats \ 13 comments \ @denlillaapan 8 Jun econ
Why Bad Bitcoin Treasuries Could Make the Best Investments (FT, Lex)www.ft.com/content/f448ba4f-3012-4acc-b331-0ebdc1b016ee
1016 sats \ 15 comments \ @denlillaapan 1 Sep econ
Bitcoin STANDARD Treasury Company (Bloomberg Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-07-17/everyone-wants-a-bitcoin-treasury
1799 sats \ 8 comments \ @denlillaapan 17 Jul econ
Bitcoin Treasury Companies Are Risky (Wall Street Journal, Vicky Ge Huang)www.wsj.com/finance/currencies/cryptocurrency-bitcoin-company-balance-sheets-16a1e2b8
651 sats \ 10 comments \ @denlillaapan 11 Jun econ
Trump Bought Some Bitcoin (Bloomberg, Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-07-21/private-research-is-the-new-public-research
697 sats \ 5 comments \ @denlillaapan 21 Jul econ
Lyn Alden & Andy Constan: is MSTR a Ponzi?www.youtube.com/watch?v=BbgR5ceiqL4
139 sats \ 1 comment \ @supratic 13 Aug bitcoin
Bitcoin Dilution-as-a-Service (DaaS) IS BACK (FT Alphaville, Craig Coben)www.ft.com/content/1f63e641-5e85-4d80-a960-ad5d6d1d72b5
1405 sats \ 7 comments \ @denlillaapan 18h econ
Bitcoin Lightning Treasury Yield Calculatorbitcoin-lightning-treasury-yield-ca.vercel.app
499 sats \ 4 comments \ @supratic 31 Aug lightning
Saylor vs Chanos: a Short Story (Financial Times, Craig Coben)www.ft.com/content/bb751b21-c009-4891-8d7e-7cf78f04b57c
1061 sats \ 15 comments \ @denlillaapan 11 Nov econ
Who Are the Companies Hoarding Bitcoin? (Financial Times, Philip Stafford)www.ft.com/content/394b3a87-bf5e-45dc-8f39-565e89f1fe47
1888 sats \ 49 comments \ @denlillaapan 20 Jun econ
Are Bitcoin Treasury Companies Ponzi Schemes? (Bitcoin Magazine, JB)bitcoinmagazine.com/takes/are-bitcoin-treasury-companies-ponzis
3188 sats \ 19 comments \ @denlillaapan 1 Jul econ
All It Takes Is All You Gotbalajis.com/p/all-it-takes-is-all-you-got?publication_id=16663&utm_medium=email&utm_campaign=email-share&triggerShare=true&r=9bii2
4076 sats \ 16 comments \ @siggy47 29 Mar 2024 econ freebie
Index Funds Are Marxism, etc.—But Also Just Inefficient (Bloomberg, Matt Levine)www.bloomberg.com/opinion/articles/2025-01-22/index-funds-buy-high-and-sell-low
1662 sats \ 4 comments \ @denlillaapan 23 Jan econ