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What do you think is a fair mNAV for Strategy?
455 sats
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14 comments
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@Haiku7336
16 Jun
bitcoin
related
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
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7 comments
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@denlillaapan
22 Sep
econ
Jim Chanos vs. Pierre Rochard: MicroStrategy (MSTR) mNAV Debate
www.youtube.com/watch?v=gI7pMX-oa_E
584 sats
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8 comments
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@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
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2 comments
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@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
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18 comments
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@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
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6 comments
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@BlokchainB
24 Oct
Stacker_Stocks
Bitcoin Lightning Treasury Yield Calculator
bitcoin-lightning-treasury-yield-ca.vercel.app
499 sats
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4 comments
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@supratic
31 Aug
lightning
Treasury Company Advisory Agreements | BitMEX Blog
blog.bitmex.com/treasury-company-advisory-agreements/
157 sats
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0 comments
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@Scoresby
13 Aug
bitcoin
Saylor's Latest Strategy: Raising Funds to Pay Dividends
www.ft.com/content/90ea0fdc-97b4-4453-ac1d-bffd290fecd8
1962 sats
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58 comments
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@denlillaapan
11 Jul
econ
Is MSTR a Ponzi? | Lyn Alden & Andy Constan - WBD
275 sats
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2 comments
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@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
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11 comments
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@denlillaapan
9 Jul
econ
That Awkward Little BM Finance Letter
web.archive.org/web/20251010190844/https://bitcoinmagazine.com/print/the-finance-issue-letter-from-the-editor
1842 sats
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5 comments
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@denlillaapan
14 Oct
BooksAndArticles
Paper Bitcoin Summer | American HODL & Steven Lubka - What Bitcoin Did
57 sats
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0 comments
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@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
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11 comments
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@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
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4 comments
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@Bell_curve
30 Jun
Stacker_Stocks
Divide and conquer strategies so far
63 sats
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2 comments
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@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
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8 comments
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@denlillaapan
17 Jul
econ
Strategy's STRF
101 sats
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2 comments
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@Catcher
27 Mar
Stacker_Stocks
Strategy and Science
tmfarrell.github.io/writing/2024/02/10/life_and_strategy/
100 sats
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0 comments
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@co574
18 Feb 2024
science
Strategy is in Vogue
allesvoorbitcoin.substack.com/p/strategy-is-in-vogue
1267 sats
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2 comments
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@avbpod
29 Mar
bitcoin
A quicker win strategy
627 sats
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6 comments
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@om
10 May 2023
bitcoin
Cloward Piven strategy
x.com/monakate/status/1850911857965666377?s=46
67 sats
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2 comments
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@Bell_curve
29 Oct 2024
Politics_And_Law
more