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MicroStrategy Deep Dive (Part 1)www.youtube.com/watch?v=MrcZUWoGohI
296 sats \ 2 comments \ @Rsync25 25 Nov 2024 bitcoin
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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
Something extremely important is happening, and few people are paying attention.
550 sats \ 1 comment \ @VisionofBitcoin 7 Nov 2025 Stacker_Stocks
Microstrategy-bitcoin-bank-trillion-dollar
55 sats \ 0 comments \ @Bell_curve 16 Oct 2024 AskSN
MSTR and the speculative attack on USDprimal.net/e/note1h8czwfe2fv0a43f78lxc8pe3xvcc98xjjh55v6m953ggjkdc3ncq3zn8u2
138 sats \ 2 comments \ @DanielAngelovBG 6 Jul 2024 bitcoin
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
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
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 MSTR's Bitcoin Are Worth More Than Yours (Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-05-19/us-debt-rates-itself
796 sats \ 14 comments \ @denlillaapan 20 May 2025 econ
The Bitcoin Treasury Trade Unravels (Bloomberg Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-09-22/bitcoin-treasury-company-m-a
1116 sats \ 7 comments \ @denlillaapan 22 Sep 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
Bitcoin Treasury Companies Nuts? (FT, Bryce Elder)www.ft.com/content/80019dab-78ab-4dbd-b6c5-a54ce953532f
1040 sats \ 13 comments \ @denlillaapan 15 Jun 2025 econ
Bitcoin faces its most fragile moment since 2022, now after a steep 30% decline.
93 sats \ 2 comments \ @TheInvestor 3 Dec 2025 Stacker_Stocks
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
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
🧠 What Would Happen If MicroStrategy Fell?
136 sats \ 2 comments \ @villawolf 25 Nov 2025 DIY
The Bitcoin Perpetual Motion Machine: MicroStrategy (Bloomberg, Matt Levine)www.bloomberg.com/opinion/articles/2024-12-16/elon-musk-heard-from-the-sec
734 sats \ 2 comments \ @denlillaapan 16 Dec 2024 econ
STRC: A Bit Of A Stretch - BitMEX Blogwww.bitmex.com/blog/A%20Bit%20Of%20A%20Stretch
1269 sats \ 4 comments \ @Scoresby 14 Nov 2025 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
Suitcoins: a new fiat bubble? | Bull Bitcoinatlas21.com/suitcoins-a-new-fiat-bubble/
131 sats \ 6 comments \ @0xbitcoiner 21 Jul 2025 bitcoin
Strategy’s Sophomore Slump (BitcoinFixes This)substack.com/inbox/post/183154702
1342 sats \ 12 comments \ @denlillaapan 14 Jan econ