pull down to refresh

The Bitcoin Treasury Trade Unravels (Bloomberg Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-09-22/bitcoin-treasury-company-m-a
1116 sats \ 7 comments \ @denlillaapan 22 Sep 2025 econ
related
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
Strive to Buy Semler Scientific in First Merger of Bitcoin Treasury Companies
298 sats \ 1 comment \ @Wumbo 22 Sep 2025 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
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
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
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
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
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
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
Print Shares, Not Money... and then BURN the Proceeds (Bloomberg, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-11-19/fine-trade-labubu-futures
924 sats \ 2 comments \ @denlillaapan 19 Nov 2025 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
Did Strive Just Deploy Warren Buffett’s Elephant Gun? (Bitcoin Magazine, JB)bitcoinmagazine.com/markets/bitcoin-price-strive-semler-elephant
1246 sats \ 18 comments \ @denlillaapan 22 Sep 2025 econ
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 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
The Dumbest Trade of 2025 (Bloomberg, Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-11-25/take-the-crypto-out-of-the-indexes
1646 sats \ 10 comments \ @denlillaapan 25 Nov 2025 econ
Applying the Buffett strategy to Predyx
19k sats \ 37 comments \ @grayruby 13 Apr 2025 Stacker_Stocks
Blok Whatcha Buying Week #22
231 sats \ 1 comment \ @BlokchainB 26 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
Trump Bought Some Bitcoin (Bloomberg, Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-07-21/private-research-is-the-new-public-research
781 sats \ 5 comments \ @denlillaapan 21 Jul 2025 econ
A break down of Strive acquiring Semleryoutu.be/Sh95QQK75Aw?si=2dEeHsrW6OBJ_LcM
122 sats \ 3 comments \ @BlokchainB 22 Sep 2025 Stacker_Stocks
Blok Whatcha Buying Week #5 (Week 40 of 2025)
217 sats \ 1 comment \ @BlokchainB 1 Oct 2025 Stacker_Stocks