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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 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 econ
Bitcoin Lightning Treasury Yield Calculatorbitcoin-lightning-treasury-yield-ca.vercel.app
499 sats \ 4 comments \ @supratic 31 Aug lightning
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
Treasury Company Advisory Agreements | BitMEX Blogblog.bitmex.com/treasury-company-advisory-agreements/
157 sats \ 0 comments \ @Scoresby 13 Aug bitcoin
Buffett's Lesson to the Bitcoin Treasury Companies (WSJ, Krystal Hur)www.wsj.com/finance/stocks/berkshires-new-normal-no-buffett-shareholder-letter-and-no-buffett-premium-b53c2edd
1641 sats \ 9 comments \ @denlillaapan 5 Nov econ
Is MSTR a Ponzi? | Lyn Alden & Andy Constan - WBD
275 sats \ 2 comments \ @Wumbo 11 Aug podcasts
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 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
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
Forbes Cover: NAKA, David Bailey, & Copying Buffett (Forbes, Nina Bambysheva)www.forbes.com/sites/ninabambysheva/2025/10/30/trumps-crypto-advisers-quixotic-quest-to-build-a-leading-bitcoin-bank/
1146 sats \ 12 comments \ @denlillaapan 30 Oct bitcoin
How about this for a Strategy?
10 sats \ 4 comments \ @spiderman 15 Nov bitcoin
MSTY Payout #11: Will MSTY last another 12 months? New Predxy Market!
355 sats \ 5 comments \ @BlokchainB 16 Nov Stacker_Stocks
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