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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
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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
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
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
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
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
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
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
Check's Strategy Strategy (_Checkonchain)newsletter.checkonchain.com/p/my-strategy-strategy
1690 sats \ 9 comments \ @denlillaapan 8 Jan econ
Retail Isn't Coming Back [Article]
12.2k sats \ 23 comments \ @skreep_ 27 May 2025 bitcoin
Blok Whatcha Buying Week #22
231 sats \ 1 comment \ @BlokchainB 26 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
Bitcoin's Perilous Journey
184 sats \ 3 comments \ @4 14 Nov 2023 bitcoin
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
ETF Wif Hat
97 sats \ 0 comments \ @realtrader 19 Jan 2024 A_bit_of_Good_News
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
Bitcoin is not just a black hole. It has a far brighter future
20.7k sats \ 28 comments \ @davidw 21 Dec 2023 bitcoin freebie
Bitcoin's Lost Decade.
19.7k sats \ 14 comments \ @davidw 30 Jan 2024 bitcoin
Bitcoin’s False Dichotomy between SoV and MoE - by Roy Sheinfeld, Breez
40.9k sats \ 35 comments \ @_ds 16 Oct 2024 bitcoin
💡 A Near-Failed Treasury Auctionckarchive.com/b/5quvh7hvl425oup5xxd52arzrx344
1069 sats \ 2 comments \ @siggy47 12 Nov 2023 meta
Operation Saylor - Episode 20/120
4817 sats \ 17 comments \ @pillar 5 Mar 2024 bitcoin
Water, Water, Every Wherecryptohayes.medium.com/water-water-every-where-faf76ba24b44
337 sats \ 3 comments \ @dontforgetthekeys 13 Aug 2024 econ