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MARA issues warning on treasury boom: 'They can't all be successful'www.theblock.co/post/364879/top-bitcoin-miner-mara-issues-warning-on-treasury-boom-possible-btc-price-pressure-they-cant-all-be-successful
40 sats \ 0 comments \ @Coinsreporter 30 Jul bitcoin
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A Gold Treasury Company? Yes, Yes Of Course (Bloomberg, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-07-09/goldman-wants-quarterly-loyalty-updates
959 sats \ 13 comments \ @denlillaapan 15 Jul econ
Scenes from the frontier of Bitcoin Treasury Companies
6175 sats \ 23 comments \ @Scoresby 24 Jul bitcoin
Bitcoin Treasury Companies Are Risky (Wall Street Journal, Vicky Ge Huang)www.wsj.com/finance/currencies/cryptocurrency-bitcoin-company-balance-sheets-16a1e2b8
651 sats \ 10 comments \ @denlillaapan 11 Jun econ
Are Bitcoin Treasury Companies Ponzi Schemes? (Bitcoin Magazine, JB)bitcoinmagazine.com/takes/are-bitcoin-treasury-companies-ponzis
3188 sats \ 19 comments \ @denlillaapan 1 Jul econ
More on Strategy and Bitcoin Treasury Companies' Value (FT, Robert Armstrong)www.ft.com/content/b5238dec-9a7e-462b-8119-7d580926bd63
1060 sats \ 13 comments \ @denlillaapan 11 Jun econ
Bitcoin Treasury Companies Nuts? (FT, Bryce Elder)www.ft.com/content/80019dab-78ab-4dbd-b6c5-a54ce953532f
956 sats \ 13 comments \ @denlillaapan 15 Jun econ
Who Are the Companies Hoarding Bitcoin? (Financial Times, Philip Stafford)www.ft.com/content/394b3a87-bf5e-45dc-8f39-565e89f1fe47
1888 sats \ 49 comments \ @denlillaapan 20 Jun econ
Wrong? Early? I’m Not Sure
7080 sats \ 44 comments \ @kr 14 Dec 2023 econ
How and why would bitcoin treasury companies become neobanks?
2086 sats \ 19 comments \ @k00b 27 Jul bitcoin
Unprecedented Reverse Repo Plunge Raises Concerns in Financial Markets
1736 sats \ 17 comments \ @GhostofTruth 25 Nov 2023 meta
How the Next Financial Crisis Might Happen (The Economist)www.economist.com/special-report/2025/05/23/how-the-next-financial-crisis-might-happen
1218 sats \ 15 comments \ @denlillaapan 24 May econ
Bitcoin Treasury Compa— It's All So Very Tiresome (Bloomberg, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-06-24/everything-is-an-etf-now
829 sats \ 13 comments \ @denlillaapan 24 Jun econ
Is the Treasury Market ok?
753 sats \ 44 comments \ @grayruby 28 Dec 2024 econ
Hardly Anyone Is Short Treasuries; Perhaps They Should Bewww.zerohedge.com/markets/hardly-anyone-short-treasuries-perhaps-they-should-be
2749 sats \ 12 comments \ @siggy47 8 Apr 2024 econ
Bitcoin Treasury Companies: Trojan Horse
1773 sats \ 2 comments \ @supratic 1 Jul bitcoin
A New Look at Corporate Treasury Strategywww.lynalden.com/a-new-look-at-corporate-treasury-strategy/
1265 sats \ 4 comments \ @plebone 4 Aug 2024 bitcoin
Are Bitcoin Treasury Companies Ponzi Schemes? by JOAKIM BOOKbitcoinmagazine.com/takes/are-bitcoin-treasury-companies-ponzis
421 sats \ 18 comments \ @SimpleStacker 30 Jun bitcoin
May 2024 Newsletter: The Bond Market is the "Dumb Money" Nowwww.lynalden.com/may-2024-newsletter/
467 sats \ 1 comment \ @soggycakes 19 May 2024 bitcoin
Loose Money, Tighter Money; There is STILL No Alternative (FT, Ruchir Sharma)www.ft.com/content/ec452f8e-f2ad-4c98-a150-9eff84b0c692
786 sats \ 7 comments \ @denlillaapan 17 Feb econ
US banks sitting on $517 billion in Unrealized Losses per FDICwww.fdic.gov/news/speeches/fdic-quarterly-banking-profile-first-quarter-2024
852 sats \ 5 comments \ @gmd 4 Jun 2024 econ
AI usage is now a baseline expectation - leaked Shopify memox.com/tobi/status/1909231499448401946
843 sats \ 20 comments \ @k00b 7 Apr AI