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What do you think is a fair mNAV for Strategy?
455 sats \ 14 comments \ @Haiku7336 16 Jun bitcoin
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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 econ
Jim Chanos vs. Pierre Rochard: MicroStrategy (MSTR) mNAV Debatewww.youtube.com/watch?v=gI7pMX-oa_E
584 sats \ 8 comments \ @k00b 18 Jul Stacker_Stocks
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 econ
Did Strive Just Deploy Warren Buffett’s Elephant Gun? (Bitcoin Magazine, JB)bitcoinmagazine.com/markets/bitcoin-price-strive-semler-elephant
1162 sats \ 18 comments \ @denlillaapan 22 Sep 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
173 sats \ 6 comments \ @BlokchainB 24 Oct Stacker_Stocks
Bitcoin Lightning Treasury Yield Calculatorbitcoin-lightning-treasury-yield-ca.vercel.app
499 sats \ 4 comments \ @supratic 31 Aug lightning
Treasury Company Advisory Agreements | BitMEX Blogblog.bitmex.com/treasury-company-advisory-agreements/
157 sats \ 0 comments \ @Scoresby 13 Aug bitcoin
Saylor's Latest Strategy: Raising Funds to Pay Dividendswww.ft.com/content/90ea0fdc-97b4-4453-ac1d-bffd290fecd8
1962 sats \ 58 comments \ @denlillaapan 11 Jul econ
Is MSTR a Ponzi? | Lyn Alden & Andy Constan - WBD
275 sats \ 2 comments \ @Wumbo 11 Aug podcasts
Chasing that SWEET, SWEET Yield (Wall Street Journal, Jason Zweig)www.wsj.com/finance/investing/these-funds-are-yield-magicians-how-do-they-do-it-ea63151a
747 sats \ 11 comments \ @denlillaapan 9 Jul econ
That Awkward Little BM Finance Letterweb.archive.org/web/20251010190844/https://bitcoinmagazine.com/print/the-finance-issue-letter-from-the-editor
1842 sats \ 5 comments \ @denlillaapan 14 Oct BooksAndArticles
Paper Bitcoin Summer | American HODL & Steven Lubka - What Bitcoin Did
57 sats \ 0 comments \ @Wumbo 28 Aug podcasts
Stock Markets YOLOing into Bitcoin (Financial Times Big Read, Nikou Asgari)www.ft.com/content/8a160bd3-c96d-468a-8052-b0aae43e5aea
976 sats \ 11 comments \ @denlillaapan 8 Aug econ
Companies holding bitcoin reserves could face a sustainability crisis.atlas21.com/few-bitcoin-treasury-companies-will-survive-the-death-spiral-report/
281 sats \ 4 comments \ @Bell_curve 30 Jun Stacker_Stocks
Divide and conquer strategies so far
63 sats \ 2 comments \ @ch0k1 12 Apr 2024 tech
Bitcoin STANDARD Treasury Company (Bloomberg Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-07-17/everyone-wants-a-bitcoin-treasury
1799 sats \ 8 comments \ @denlillaapan 17 Jul econ
Strategy's STRF
101 sats \ 2 comments \ @Catcher 27 Mar Stacker_Stocks
Strategy and Sciencetmfarrell.github.io/writing/2024/02/10/life_and_strategy/
100 sats \ 0 comments \ @co574 18 Feb 2024 science
Strategy is in Vogueallesvoorbitcoin.substack.com/p/strategy-is-in-vogue
1267 sats \ 2 comments \ @avbpod 29 Mar bitcoin
A quicker win strategy
627 sats \ 6 comments \ @om 10 May 2023 bitcoin
Cloward Piven strategyx.com/monakate/status/1850911857965666377?s=46
67 sats \ 2 comments \ @Bell_curve 29 Oct 2024 Politics_And_Law