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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
547 sats \ 4 comments \ @k00b 5 Jul 2025 Stacker_Stocks
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Bitcoin's Lost Decade.
19.7k sats \ 14 comments \ @davidw 30 Jan 2024 bitcoin
What do people mean when they say Bitcoin bond?
102.7k sats \ 27 comments \ @Scoresby 17 Jun 2025 bitcoin
More on Strategy and Bitcoin Treasury Companies' Value (FT, Robert Armstrong)www.ft.com/content/b5238dec-9a7e-462b-8119-7d580926bd63
1144 sats \ 13 comments \ @denlillaapan 11 Jun 2025 econ
Check's Strategy Strategy (_Checkonchain)newsletter.checkonchain.com/p/my-strategy-strategy
1690 sats \ 9 comments \ @denlillaapan 8 Jan econ
Bitcoin Treasury Companies Nuts? (FT, Bryce Elder)www.ft.com/content/80019dab-78ab-4dbd-b6c5-a54ce953532f
1040 sats \ 13 comments \ @denlillaapan 15 Jun 2025 econ
Bitcoin STANDARD Treasury Company (Bloomberg Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-07-17/everyone-wants-a-bitcoin-treasury
1883 sats \ 8 comments \ @denlillaapan 17 Jul 2025 econ
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
$30 billion in usage at the Fed's emergency repo facility.
645 sats \ 1 comment \ @VisionofBitcoin 1 Nov 2025 Stacker_Stocks
The Pleb Economist #5: Shitcoins are part of Bitcoin's Gartner Hype Cycle
36.4k sats \ 7 comments \ @SimpleStacker 10 Mar 2025 econ
Who Are the Companies Hoarding Bitcoin? (Financial Times, Philip Stafford)www.ft.com/content/394b3a87-bf5e-45dc-8f39-565e89f1fe47
57.7k sats \ 51 comments \ @denlillaapan 20 Jun 2025 econ
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
Bookmarkable + searchable summary of Cryptoeconomics by Erik Voskuil - pt I
282 sats \ 0 comments \ @expatriotic 6 Mar 2025 BooksAndArticles
Cycles and inevitability
17.5k sats \ 26 comments \ @elvismercury 30 Nov 2023 bitcoin
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
What’s Driving Bitcoin’s Recent Price Changes?youtu.be/6I06mS7V8B8?feature=shared
61k sats \ 8 comments \ @SatsforLife 30 Aug 2024 news
Don't hope for a Global Collapse
23.6k sats \ 44 comments \ @kilianbuhn 22 Jul 2022 bitcoin
I took Saylor’s advice and used ChatGPT “Deep Research” to ask going corporate🤑
212 sats \ 6 comments \ @realBitcoinDog 1 Jun 2025 bitcoin
Bitcoin's volatility as an extension of human psychology and measure of success
10.8k sats \ 10 comments \ @2minutebitcoin 4 Feb 2023 bitcoin
$100 Trillion Bitcoin? Why this Astrophysicist Knows Bitcoin Will Moonyoutu.be/32Bw5mf1Xbg?si=UQQfYVUxlmlEbCcE
60.4k sats \ 12 comments \ @SatsforLife 14 Aug 2024 bitcoin
Bitcoin Dilution-as-a-Service (DaaS) IS BACK (FT Alphaville, Craig Coben)www.ft.com/content/1f63e641-5e85-4d80-a960-ad5d6d1d72b5
1447 sats \ 7 comments \ @denlillaapan 26 Nov 2025 econ
Tether Fun Unbelievable Details - Part III
12.1k sats \ 15 comments \ @Scoresby 25 Aug 2025 bitcoin