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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
1249 sats \ 6 comments \ @denlillaapan 31 Oct 2025 econ
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Check's Strategy Strategy (_Checkonchain)newsletter.checkonchain.com/p/my-strategy-strategy
1690 sats \ 9 comments \ @denlillaapan 8 Jan 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
Stock Markets YOLOing into Bitcoin (Financial Times Big Read, Nikou Asgari)www.ft.com/content/8a160bd3-c96d-468a-8052-b0aae43e5aea
1060 sats \ 11 comments \ @denlillaapan 8 Aug 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
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
Saylor vs Chanos: a Short Story (Financial Times, Craig Coben)www.ft.com/content/bb751b21-c009-4891-8d7e-7cf78f04b57c
1103 sats \ 15 comments \ @denlillaapan 11 Nov 2025 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
Print Shares, Not Money... and then BURN the Proceeds (Bloomberg, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-11-19/fine-trade-labubu-futures
924 sats \ 2 comments \ @denlillaapan 19 Nov 2025 econ
Retail Isn't Coming Back [Article]
12.2k sats \ 23 comments \ @skreep_ 27 May 2025 bitcoin
Digital Treasury Companies Were Fake From the Start (Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2026-01-08/moviepass-is-back-with-betting
1197 sats \ 1 comment \ @denlillaapan 9 Jan 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
Crypto Hoarders Dump Bitcoin as Shares Tumble (FT, Nikou Asgari & Jill R Shah)www.ft.com/content/53473a9f-e801-4280-a78b-8e6e00bcac78
1484 sats \ 8 comments \ @denlillaapan 26 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
1683 sats \ 9 comments \ @denlillaapan 5 Nov 2025 econ
ETF Wif Hat
97 sats \ 0 comments \ @realtrader 19 Jan 2024 A_bit_of_Good_News
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
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
Michael Saylor's Strategy Hangs on to Spot in Nasdaq 100 Index
292 sats \ 1 comment \ @Wumbo 14 Dec 2025 Stacker_Stocks
Tether Fun Unelievable Details - Part IV
13.8k sats \ 26 comments \ @Scoresby 13 Jan bitcoin
"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
How NOT to Run a Treasury Company (Blockspace Media, Colin Harper)blockspace.media/insight/nakamoto-q3-filing-shows-high-burn-rate-executive-compensation/
1038 sats \ 5 comments \ @denlillaapan 21 Nov 2025 econ
Something extremely important is happening, and few people are paying attention.
550 sats \ 1 comment \ @VisionofBitcoin 7 Nov 2025 Stacker_Stocks