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Sunday Survey: What is the natural mNAV of treasury company stocks?
390 sats \ 9 comments \ @jimmysong 2 Nov bitcoin
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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
Is the Treasury Market ok?
753 sats \ 44 comments \ @grayruby 28 Dec 2024 econ
H100 Group AB - Bitcoin Strategy Trackertreasury.h100.group/
244 sats \ 5 comments \ @BlokchainB 28 Jul Stacker_Stocks
What do you think is a fair mNAV for Strategy?
455 sats \ 14 comments \ @Haiku7336 16 Jun bitcoin
Who Holds all these US Treasury Securities?wolfstreet.com/2024/09/24/who-holds-all-these-us-treasury-securities-update-on-the-investors-in-the-recklessly-ballooning-us-national-debt-in-q2/
161 sats \ 3 comments \ @dontforgetthekeys 25 Sep 2024 econ
Sunday Survey: Are Treasury Companies Good for Bitcoin?
1166 sats \ 15 comments \ @jimmysong 21 Sep bitcoin
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
Receipts, Outlays, and Surplus/Deficit through Fiscal Year 2025
210 sats \ 0 comments \ @k00b 14 Jun charts_and_numbers
Bitcoin Treasury Companies Nuts? (FT, Bryce Elder)www.ft.com/content/80019dab-78ab-4dbd-b6c5-a54ce953532f
956 sats \ 13 comments \ @denlillaapan 15 Jun econ
Bitcoin STANDARD Treasury Company (Bloomberg Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-07-17/everyone-wants-a-bitcoin-treasury
1799 sats \ 8 comments \ @denlillaapan 17 Jul econ
Fractional Reserve Stocks - (Chris Martenson & Susanne Trimbath)youtu.be/SutU5vXcIrs
87 sats \ 0 comments \ @Lumor 5 Apr 2024 econ freebie
The U.S. Treasury actually published this... (via Lyn Alden)twitter.com/LynAldenContact/status/1620447620987785216
63 sats \ 3 comments \ @SatoshiNakanodo 1 Feb 2023 bitcoin
Sunday Survey: Are the Bitcoin treasury companies good for Bitcoin?
338 sats \ 7 comments \ @jimmysong 24 Aug bitcoin
Metaplanet announces raising of US$5.4 billion to accelerate BTC purchases!
175 sats \ 1 comment \ @Daisy 7 Jun Stacker_Stocks
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
532 sats \ 4 comments \ @k00b 5 Jul Stacker_Stocks
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
February's Asset Allocation
310 sats \ 0 comments \ @GhostofTruth 3 Mar charts_and_numbers
Critical Metals Secures $500M Bitcoin Treasury Dealwww.stocktitan.net/news/CRML/critical-metals-corp-announces-commencement-of-bitcoin-treasury-ps8e0wswbn27.html
250 sats \ 0 comments \ @scatman 22 Jan bitcoin
Great points about mainstream treasury company coverage - Decentra Suzex.com/DecentraSuze/status/1955531587707167180
332 sats \ 3 comments \ @Scoresby 14 Aug bitcoin
Federal debt with and without the Big Beautiful Bill
246 sats \ 1 comment \ @zuspotirko 3 Jun econ
Lyn Alden: Problems In The US Treasury Marketwww.youtube.com/watch?v=XYVvpAlbYaQ
250 sats \ 0 comments \ @soggycakes 15 Oct 2022 bitcoin