pull down to refresh

Lyn Alden & Andy Constan: is MSTR a Ponzi?www.youtube.com/watch?v=BbgR5ceiqL4
169 sats \ 1 comment \ @supratic 13 Aug 2025 bitcoin
related
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
Is MSTR a Ponzi? | Lyn Alden & Andy Constan - WBD
375 sats \ 2 comments \ @Wumbo 11 Aug 2025 podcasts
Check's Strategy Strategy (_Checkonchain)newsletter.checkonchain.com/p/my-strategy-strategy
1690 sats \ 9 comments \ @denlillaapan 8 Jan econ
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
Against Bitcoin Financialization (Monetary Metals, Jeff Deist)www.monetary-metals.com/insights/articles/against-bitcoin-financialization/
1391 sats \ 8 comments \ @denlillaapan 25 Nov 2025 econ
Something extremely important is happening, and few people are paying attention.
550 sats \ 1 comment \ @VisionofBitcoin 7 Nov 2025 Stacker_Stocks
Bitcoin... Nothing Stops This Train
70 sats \ 0 comments \ @kira 24 Jul 2025 bitcoin
I took Saylor’s advice and used ChatGPT “Deep Research” to ask going corporate🤑
212 sats \ 6 comments \ @realBitcoinDog 1 Jun 2025 bitcoin
Be careful what you wish for: Bitcoinization can and will have huge implications
19.1k sats \ 38 comments \ @028559d218 6 Nov 2024 bitcoin
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
Why Bad Bitcoin Treasuries Could Make the Best Investments (FT, Lex)www.ft.com/content/f448ba4f-3012-4acc-b331-0ebdc1b016ee
1100 sats \ 15 comments \ @denlillaapan 1 Sep 2025 econ
Leverage Mania: Mortgage Your 401(k)...or Yo Bitcoin (Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-05-13/mortgage-your-401-k
856 sats \ 8 comments \ @denlillaapan 14 May 2025 econ
The Year's Hottest Trade Crumbling (WSJ, Greg Zuckerman)www.wsj.com/finance/currencies/the-years-hottest-crypto-trade-is-crumbling-43e8bab5
1158 sats \ 14 comments \ @denlillaapan 10 Nov 2025 econ
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
The Poetic Mr. Livingston, I Presume?www.youtube.com/watch?v=B8FOi6K7oVY
522 sats \ 3 comments \ @denlillaapan 18 Jan the_stacker_muse podcasts
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
How and why would bitcoin treasury companies become neobanks?
2116 sats \ 19 comments \ @k00b 27 Jul 2025 bitcoin
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 destruction of capital in one picture!
313 sats \ 2 comments \ @BlokchainB 12 Aug 2025 Stacker_Stocks
Patrick Boyle goes in on Strategy and Bitcoin Treasury Companiesyoutu.be/fhsrkvEY55s
923 sats \ 5 comments \ @BlokchainB 8 Dec 2025 econ
The Great Treasury Deception: Why Bitcoin is the Only Strategyopen.substack.com/pub/inbitcoinwetrust/p/the-great-treasury-deception-why
99 sats \ 0 comments \ @TNStacker 21 Sep 2025 bitcoin