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Why Bad Bitcoin Treasuries Could Make the Best Investments (FT, Lex)www.ft.com/content/f448ba4f-3012-4acc-b331-0ebdc1b016ee
1100 sats \ 15 comments \ @denlillaapan 1 Sep 2025 econ
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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
Bitcoin Treasuries Play Havoc With Merger Maths (Financial Times, Lex)www.ft.com/content/74a88f71-7f8c-45bd-a532-d092029814ce
1002 sats \ 4 comments \ @denlillaapan 23 Sep 2025 econ
I took Saylor’s advice and used ChatGPT “Deep Research” to ask going corporate🤑
212 sats \ 6 comments \ @realBitcoinDog 1 Jun 2025 bitcoin
Strategy’s Sophomore Slump (BitcoinFixes This)substack.com/inbox/post/183154702
1342 sats \ 12 comments \ @denlillaapan 14 Jan econ
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
Prediction Markets on War + Unravelling Treasury Companies (MS, Matt Levine)www.bloomberg.com/opinion/newsletters/2026-03-02/war-markets-have-some-bugs
2299 sats \ 7 comments \ @denlillaapan 3 Mar econ
Bitcoin Treasury Companies Are Risky (Wall Street Journal, Vicky Ge Huang)www.wsj.com/finance/currencies/cryptocurrency-bitcoin-company-balance-sheets-16a1e2b8
735 sats \ 10 comments \ @denlillaapan 11 Jun 2025 econ
Semler Scientific Announces Bitcoin Treasury Strategywww.prnewswire.com/news-releases/semler-scientific-announces-bitcoin-treasury-strategy-302156715.html
309 sats \ 6 comments \ @Coinsreporter 2 Jun 2024 bitcoin
Data Drop: Inside 2025’s BTC $100 Billion Digital Asset Treasury Boomnewsletter.bitcointreasuries.net/p/data-drop-inside-2025-s-100-billion-digital-asset-treasury-boom
62 sats \ 0 comments \ @BlokchainB 22 Jan Stacker_Stocks bitcoin
Great points about mainstream treasury company coverage - Decentra Suzex.com/DecentraSuze/status/1955531587707167180
362 sats \ 3 comments \ @Scoresby 14 Aug 2025 bitcoin
Bitcoin Boomers Bite The Bitter Winter (FT, John Foley/Lex)www.ft.com/content/c235d775-cb39-475f-b11c-e5883d59ff56
1515 sats \ 2 comments \ @denlillaapan 3 Dec 2025 econ
Are Bitcoin Treasury Companies Ponzi Schemes? (Bitcoin Magazine, JB)bitcoinmagazine.com/takes/are-bitcoin-treasury-companies-ponzis
3272 sats \ 19 comments \ @denlillaapan 1 Jul 2025 econ
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 needs to pay $689M a year to not sell bitcoinprotos.com/strategy-needs-to-pay-689m-a-year-to-not-sell-bitcoin/
229 sats \ 15 comments \ @0xbitcoiner 6 Nov 2025 Stacker_Stocks
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
MSTR
106 sats \ 14 comments \ @grayruby 5 Apr 2023 bitcoin
BM Big Read: Are Bitcoin Treasury Companies Just Another Fiat Game? (JB)bitcoinmagazine.com/bigread/bitcoin-treasury-companies-how-to-think
814 sats \ 15 comments \ @denlillaapan 15 Aug 2025 econ
Why doesn't Saylor crash the price of the dollar with his massive dollar dumps?
17.7k sats \ 65 comments \ @Scoresby 22 Jan bitcoin 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
913 sats \ 13 comments \ @denlillaapan 24 Jun 2025 econ
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 Just Got Its First $1B TradFi Treasury Frankenstein
186 sats \ 1 comment \ @seashell 23 Jun 2025 econ