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Sunday Survey: What is the natural mNAV of treasury company stocks?
420 sats \ 9 comments \ @jimmysong 2 Nov 2025 bitcoin
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Sunday Survey: Are Treasury Companies Good for Bitcoin?
1196 sats \ 15 comments \ @jimmysong 21 Sep 2025 bitcoin
What do you think is a fair mNAV for Strategy?
485 sats \ 14 comments \ @Haiku7336 16 Jun 2025 bitcoin
Sunday Survey: Are the Bitcoin treasury companies good for Bitcoin?
368 sats \ 7 comments \ @jimmysong 24 Aug 2025 bitcoin
Check's Strategy Strategy (_Checkonchain)newsletter.checkonchain.com/p/my-strategy-strategy
1690 sats \ 9 comments \ @denlillaapan 8 Jan econ
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
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
Sunday Survey: What percentage of your holdings is on an exchange?
725 sats \ 12 comments \ @jimmysong 5 Jan 2025 bitcoin
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
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
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
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
Treasury Company Advisory Agreements | BitMEX Blogblog.bitmex.com/treasury-company-advisory-agreements/
187 sats \ 0 comments \ @Scoresby 13 Aug 2025 bitcoin
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
"It's a Pump-and-Dump!" Den Talking Saylor & Treasury Companies on TBLwww.youtube.com/watch?v=TwQugFm2qoo&t=52s
942 sats \ 5 comments \ @denlillaapan 19 Dec 2025 podcasts
Critical Metals Secures $500M Bitcoin Treasury Dealwww.stocktitan.net/news/CRML/critical-metals-corp-announces-commencement-of-bitcoin-treasury-ps8e0wswbn27.html
350 sats \ 0 comments \ @scatman 22 Jan 2025 bitcoin
Daily Stock Discussion ~Stacker_Stocks
242 sats \ 2 comments \ @BlokchainB 15 Feb Stacker_Stocks
Bitcoin Treasuries NVK's Playground - experimentalplayground.bitcointreasuries.net/
1302 sats \ 4 comments \ @Scoresby 28 Dec 2025 Stacker_Stocks
Something extremely important is happening, and few people are paying attention.
550 sats \ 1 comment \ @VisionofBitcoin 7 Nov 2025 Stacker_Stocks
A New Look at Corporate Treasury Strategywww.lynalden.com/a-new-look-at-corporate-treasury-strategy/
1365 sats \ 4 comments \ @plebone 4 Aug 2024 bitcoin
Bitcoin Lightning Treasury Yield Calculatorbitcoin-lightning-treasury-yield-ca.vercel.app
719 sats \ 4 comments \ @supratic 31 Aug 2025 lightning
Brutal: Saylor sells more MSTR and pulls 96% of USD Reserve's capital.
197 sats \ 2 comments \ @VisionofBitcoin 8 Dec 2025 Stacker_Stocks