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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
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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
1165 sats \ 6 comments \ @denlillaapan 31 Oct 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
Saylor vs Chanos: a Short Story (Financial Times, Craig Coben)www.ft.com/content/bb751b21-c009-4891-8d7e-7cf78f04b57c
1061 sats \ 15 comments \ @denlillaapan 11 Nov 2025 econ
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
Further explorations at the frontier of Bitcoin Treasury Companies
845 sats \ 5 comments \ @Scoresby 28 Oct 2025 bitcoin
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
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
Against Bitcoin Financialization (Monetary Metals, Jeff Deist)www.monetary-metals.com/insights/articles/against-bitcoin-financialization/
1349 sats \ 8 comments \ @denlillaapan 25 Nov 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
Rain on the Paper Bitcoin Summer (Bitcoin Magazine, Joakim Book)bitcoinmagazine.com/markets/the-end-of-paper-bitcoin-summer
571 sats \ 2 comments \ @denlillaapan 11 Sep 2025 econ
Check's Strategy Strategy (_Checkonchain)newsletter.checkonchain.com/p/my-strategy-strategy
1627 sats \ 9 comments \ @denlillaapan 8 Jan econ
Strategy Acquires $531.9 Million In Bitcoin. What happens when this stops?bitcoinmagazine.com/news/strategy-acquires-531-9-million-in-bitcoin-now-holds-597325-btc
1466 sats \ 10 comments \ @elvismercury 1 Jul 2025 bitcoin
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
How and why would bitcoin treasury companies become neobanks?
2086 sats \ 19 comments \ @k00b 27 Jul 2025 bitcoin
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
Saylor Moon
14.3k sats \ 52 comments \ @jimmysong 1 Mar 2024 bitcoin
MicroStrategy changes name to Strategy
800 sats \ 23 comments \ @Wumbo 5 Feb 2025 news
@denlillaapan Made Zero Hedge
4966 sats \ 20 comments \ @siggy47 17 Aug 2025 bitcoin
Strategy's Bitcoin-Backed Credit Hits Record $19.8 Million Weekly Volume
368 sats \ 1 comment \ @Coinsreporter 25 Nov 2025 Stacker_Stocks
Here is the Saylor message in a nutshell
4004 sats \ 107 comments \ @DarthCoin 2 Mar 2024 bitcoin freebie
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