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Bitcoin Treasury Companies Are Risky (Wall Street Journal, Vicky Ge Huang)www.wsj.com/finance/currencies/cryptocurrency-bitcoin-company-balance-sheets-16a1e2b8
735 sats \ 10 comments \ @denlillaapan 11 Jun 2025 econ
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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
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
What do people mean when they say Bitcoin bond?
102.7k sats \ 27 comments \ @Scoresby 17 Jun 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
GameStop as a (Bitcoin?) Treasury Company (Bloomberg/Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2026-01-27/the-killer-non-acquisition
1152 sats \ 3 comments \ @denlillaapan 27 Jan econ
A Gold Treasury Company? Yes, Yes Of Course (Bloomberg, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-07-09/goldman-wants-quarterly-loyalty-updates
1043 sats \ 13 comments \ @denlillaapan 15 Jul 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
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
Fossil Fuels are Fiat Energy. Reorg of the mining space coming ⚒️
27.8k sats \ 54 comments \ @mallardshead 15 Sep 2023 bitcoin
Stablecoins: Evolution, not a Revolution by Roy Sheinfeld
7194 sats \ 5 comments \ @_ds 23 Dec 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
Check's Strategy Strategy (_Checkonchain)newsletter.checkonchain.com/p/my-strategy-strategy
1690 sats \ 9 comments \ @denlillaapan 8 Jan econ
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
Wall Street Journal EB: The Fool’s Gold of a Crypto Reserve Government
1839 sats \ 2 comments \ @028559d218 10 Mar 2025 bitcoin
Crypto's Year Turned Into Crazy Crash (WSJ, Kevin Dugan & Vicky Huang)www.wsj.com/finance/currencies/it-was-supposed-to-be-cryptos-year-then-came-the-crash-34559401
1050 sats \ 14 comments \ @denlillaapan 22 Nov 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 on Balance Sheets Bad (Financial Times, Lex)www.ft.com/content/b4bf613b-bbb9-4cac-b40f-adeacdf2d99f
787 sats \ 15 comments \ @denlillaapan 28 May 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
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
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
Trump Bought Some Bitcoin (Bloomberg, Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-07-21/private-research-is-the-new-public-research
781 sats \ 5 comments \ @denlillaapan 21 Jul 2025 econ