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Companies holding bitcoin reserves could face a sustainability crisis.atlas21.com/few-bitcoin-treasury-companies-will-survive-the-death-spiral-report/
296 sats \ 4 comments \ @Bell_curve 30 Jun 2025 Stacker_Stocks
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The mNAV Trap: Why 70% Discounts Aren't Bargainsnewsletter.bitcointreasuries.net/p/the-mnav-trap-why-70-discounts-aren-t-bargains
113 sats \ 2 comments \ @BlokchainB 11 Jan Stacker_Stocks
The 2026 Capital Markets Test: Which Treasuries Can Still Raise Money?newsletter.bitcointreasuries.net/p/the-2026-capital-markets-test-which-treasuries-can-still-raise-money
55 sats \ 0 comments \ @BlokchainB 2 Jan Stacker_Stocks
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
1683 sats \ 9 comments \ @denlillaapan 5 Nov 2025 econ
Strategy’s bitcoin premium vanishes as mNAV crashes to 1xprotos.com/strategys-bitcoin-premium-vanishes-as-mnav-crashes-to-1x/
278 sats \ 2 comments \ @0xbitcoiner 8 Jan Stacker_Stocks
Check's Strategy Strategy (_Checkonchain)newsletter.checkonchain.com/p/my-strategy-strategy
1690 sats \ 9 comments \ @denlillaapan 8 Jan econ
Why Are Bitcoin Treasury Companies Trading at Such High Premiums to NAV?www.galaxy.com/insights/research/why-are-bitcoin-treasury-companies-trading-at-such-high-premiums-to-nav
547 sats \ 4 comments \ @k00b 5 Jul 2025 Stacker_Stocks
Something extremely important is happening, and few people are paying attention.
550 sats \ 1 comment \ @VisionofBitcoin 7 Nov 2025 Stacker_Stocks
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
Broken PIPEs: Is Now the Time to Buy ASST, NAKA?newsletter.bitcointreasuries.net/p/broken-pipes-is-now-the-time-to-buy-asst-naka
188 sats \ 8 comments \ @BlokchainB 24 Oct 2025 Stacker_Stocks
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
Blok’s Daily Stock: The Trade Desk, Inc. (TTD)
215 sats \ 2 comments \ @BlokchainB 30 Jan Stacker_Stocks
Bitcoin faces its most fragile moment since 2022, now after a steep 30% decline.
93 sats \ 2 comments \ @TheInvestor 3 Dec 2025 Stacker_Stocks
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
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
Saylor vs Chanos: a Short Story (Financial Times, Craig Coben)www.ft.com/content/bb751b21-c009-4891-8d7e-7cf78f04b57c
1103 sats \ 15 comments \ @denlillaapan 11 Nov 2025 econ
Strategy Announces 5 Million STRC, to Buy Bitcoin (BM, Jenna Montgomery)bitcoinmagazine.com/news/strategy-announces-ipo-of-5-million-strc-stock-to-fund-bitcoin-purchases
949 sats \ 18 comments \ @denlillaapan 21 Jul 2025 econ
Blok’s Daily Stock: Fiverr International Ltd. (FVRR)
343 sats \ 0 comments \ @BlokchainB 27 Jan Stacker_Stocks
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
Can Bitcoin Become Money? Gael Sanchez Smith (11-Dec-2023)
348 sats \ 0 comments \ @IgnaciobTato 12 Dec 2023 bitcoin
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