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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
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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
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
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
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
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
Strategy Watch: The Teetering Financial Tower (FT, Craig Coben)www.ft.com/content/ea814e1f-b595-4a7c-a518-2d02e2b409e4
2346 sats \ 7 comments \ @denlillaapan 24 Apr Stacker_Stocks econ
Check's Strategy Strategy (_Checkonchain)newsletter.checkonchain.com/p/my-strategy-strategy
1690 sats \ 9 comments \ @denlillaapan 8 Jan econ
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
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
Bitcoin Financialization: Checking in on Our Strategy Friends' Strategy
25.4k sats \ 20 comments \ @denlillaapan 20 Apr Stacker_Stocks 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
1646 sats \ 10 comments \ @denlillaapan 25 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
"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
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 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
Strategy is Flailing for a Way Out (Financial Times, Craig Coben)www.ft.com/content/da5ec232-6435-4ff9-ae8f-759ccfc93bfe
1476 sats \ 24 comments \ @denlillaapan 2 Feb 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
Flywheel No Flyyyy: Has Strategy Lost Its Strategic Nerve?! (FT, Craig Coben)www.ft.com/content/a3f2bddf-b1b0-45c2-b800-401b9540a2c9
1768 sats \ 27 comments \ @denlillaapan 8 Jun Stacker_Stocks econ
Strategy's Broken Math and Accounting 101 (WSJ, Jonathan Weil)www.wsj.com/finance/investing/michael-saylors-strategy-is-trapped-by-its-own-broken-bitcoin-math-b68dd6a6
1749 sats \ 5 comments \ @denlillaapan 6 Jul Stacker_Stocks econ
A Deep Dive into Strategy Returns and Financial Wizardry
31.2k sats \ 20 comments \ @denlillaapan 23 Jul Stacker_Stocks econ