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Bitcoin Treasuries Play Havoc With Merger Maths (Financial Times, Lex)www.ft.com/content/74a88f71-7f8c-45bd-a532-d092029814ce
1002 sats \ 4 comments \ @denlillaapan 23 Sep 2025 econ
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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
Bitcoin Boomers Bite The Bitter Winter (FT, John Foley/Lex)www.ft.com/content/c235d775-cb39-475f-b11c-e5883d59ff56
1515 sats \ 2 comments \ @denlillaapan 3 Dec 2025 econ
"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 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
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
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
Strategy’s Sophomore Slump (BitcoinFixes This)substack.com/inbox/post/183154702
1342 sats \ 12 comments \ @denlillaapan 14 Jan econ
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
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
Prediction Markets on War + Unravelling Treasury Companies (MS, Matt Levine)www.bloomberg.com/opinion/newsletters/2026-03-02/war-markets-have-some-bugs
2299 sats \ 7 comments \ @denlillaapan 3 Mar econ
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
More Saylor, More Financial Engineering (FTAlphaville, Craig Coben)www.ft.com/content/d5baa057-a93c-4f8a-a9b3-624611b9bd13
841 sats \ 9 comments \ @denlillaapan 3 May 2025 econ
Data Drop: Inside 2025’s BTC $100 Billion Digital Asset Treasury Boomnewsletter.bitcointreasuries.net/p/data-drop-inside-2025-s-100-billion-digital-asset-treasury-boom
62 sats \ 0 comments \ @BlokchainB 22 Jan Stacker_Stocks bitcoin
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
In Defense of Definancializing Bitcoin (Robert Armstrong, FT)www.ft.com/content/a519e240-d6b2-44a1-a97a-5a67c133142c
993 sats \ 10 comments \ @denlillaapan 20 Nov 2025 econ
BM Big Read: Are Bitcoin Treasury Companies Just Another Fiat Game? (JB)bitcoinmagazine.com/bigread/bitcoin-treasury-companies-how-to-think
814 sats \ 15 comments \ @denlillaapan 15 Aug 2025 econ
Adam Livingston pumps The Smarter Web Company (TSWCF)youtu.be/sfoTmYNUYic?si=bM9meNmkOfeKECPH
75 sats \ 1 comment \ @BlokchainB 11 Jun 2025 Stacker_Stocks
Twenty One Capital: You Can Just Do Things (Bloomberg, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-04-24/the-stock-market-loves-bitcoin
2229 sats \ 28 comments \ @denlillaapan 24 Apr 2025 econ
How Are You Feeling, Stackers?
626 sats \ 31 comments \ @denlillaapan 21 May 2025 AskSN
We, the Diehards, Salute Our Visionary Leader Saylor (FT, Asgari)www.ft.com/content/5922c37e-ce37-4c32-9b20-c41db44ce4a9
1359 sats \ 5 comments \ @denlillaapan 12 Jan econ
What Corporate Adoption Means for Bitcoin (Bitcoin Newsletter, Leon Wankum)leonwankum.substack.com/p/from-cypherpunks-to-corporations-what-corporate-adoption-means-for-bitcoin
826 sats \ 3 comments \ @denlillaapan 19 May 2025 econ