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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 2025 econ
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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 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 \ 6 comments \ @denlillaapan 31 Oct 2025 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 2025 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 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
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 2025 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 2025 econ
Bitcoin Treasuries Play Havoc With Merger Maths (Financial Times, Lex)www.ft.com/content/74a88f71-7f8c-45bd-a532-d092029814ce
918 sats \ 4 comments \ @denlillaapan 23 Sep 2025 econ
Check's Strategy Strategy (_Checkonchain)newsletter.checkonchain.com/p/my-strategy-strategy
1627 sats \ 9 comments \ @denlillaapan 8 Jan econ
Saylor Moon
14.3k sats \ 52 comments \ @jimmysong 1 Mar 2024 bitcoin
The Dumbest Trade of 2025 (Bloomberg, Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-11-25/take-the-crypto-out-of-the-indexes
1604 sats \ 10 comments \ @denlillaapan 25 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 \ 14 comments \ @denlillaapan 10 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 \ 9 comments \ @denlillaapan 5 Nov 2025 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 2025 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 2025 econ
Metaplanet Plots Acquisition Spree (Financial Times, Philip Stafford)www.ft.com/content/475ca245-bd04-4a56-b848-b88ea3b4ef13
1845 sats \ 8 comments \ @denlillaapan 8 Jul 2025 econ
Yes, Bitcoin Treasury Companies are Scams (Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-12-08/a-bidding-war-for-warner-bros
1098 sats \ 12 comments \ @denlillaapan 9 Dec 2025 econ
I'm Gonna Sell a Pound Coin For More than £1 (Financial Times, Bryce Elder)www.ft.com/content/d2d1f919-7386-4467-9b27-7d51dd54ee53
915 sats \ 11 comments \ @denlillaapan 19 Jun 2025 econ
Reflections from the Nakamoto Simulator
6980 sats \ 26 comments \ @Undisciplined 21 Mar 2024 bitcoin
How NOT to Run a Treasury Company (Blockspace Media, Colin Harper)blockspace.media/insight/nakamoto-q3-filing-shows-high-burn-rate-executive-compensation/
996 sats \ 5 comments \ @denlillaapan 21 Nov 2025 econ
Bitcoin Boomers Bite The Bitter Winter (FT, John Foley/Lex)www.ft.com/content/c235d775-cb39-475f-b11c-e5883d59ff56
1452 sats \ 2 comments \ @denlillaapan 3 Dec 2025 econ