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The bullish case for MSTR, a contrarian view
882 sats
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14 comments
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@Taj
22 Nov 2025
econ
related
The Year's Hottest Trade Crumbling (WSJ, Greg Zuckerman)
www.wsj.com/finance/currencies/the-years-hottest-crypto-trade-is-crumbling-43e8bab5
1158 sats
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14 comments
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@denlillaapan
10 Nov 2025
econ
How NOT to Run a Treasury Company (Blockspace Media, Colin Harper)
blockspace.media/insight/nakamoto-q3-filing-shows-high-burn-rate-executive-compensation/
1038 sats
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5 comments
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@denlillaapan
21 Nov 2025
econ
A Gold Treasury Company? Yes, Yes Of Course (Bloomberg, Matt Levine)
www.bloomberg.com/opinion/newsletters/2025-07-09/goldman-wants-quarterly-loyalty-updates
1043 sats
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13 comments
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@denlillaapan
15 Jul 2025
econ
Strategy’s Sophomore Slump (BitcoinFixes This)
substack.com/inbox/post/183154702
1342 sats
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12 comments
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@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
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1 comment
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@denlillaapan
9 Jan
econ
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
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3 comments
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@denlillaapan
27 Jan
econ
Strategy’s Proud Return to Junk (Financial Times, Craig Coben)
www.ft.com/content/f0875253-9e4c-411c-a021-f5edb1504216
1406 sats
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29 comments
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@denlillaapan
2 Nov 2025
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
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10 comments
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@denlillaapan
11 Jun 2025
econ
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
547 sats
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4 comments
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@k00b
5 Jul 2025
Stacker_Stocks
Tether Fun Unelievable Details - Part IV
13.8k sats
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26 comments
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@Scoresby
13 Jan
bitcoin
Treasury Company Advisory Agreements | BitMEX Blog
blog.bitmex.com/treasury-company-advisory-agreements/
187 sats
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0 comments
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@Scoresby
13 Aug 2025
bitcoin
Are Bitcoin Treasury Companies Ponzi Schemes? (Bitcoin Magazine, JB)
bitcoinmagazine.com/takes/are-bitcoin-treasury-companies-ponzis
3272 sats
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19 comments
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@denlillaapan
1 Jul 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
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@denlillaapan
17 Jul 2025
econ
5G Chipmaker Sequans (SQNS) Joins the Bitcoin Treasury Strategy Rush
656 sats
\
7 comments
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@Wumbo
23 Jun 2025
Stacker_Stocks
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
70 sats
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0 comments
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@Coinsreporter
30 Jul 2025
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
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@denlillaapan
15 Aug 2025
econ
Lyn Alden & Andy Constan: is MSTR a Ponzi?
www.youtube.com/watch?v=BbgR5ceiqL4
169 sats
\
1 comment
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@supratic
13 Aug 2025
bitcoin
Why I am More Bullish Than Ever on Bitcoin Treasury Companies • Adam Livingston
youtu.be/AbNpnjNUjc0
488 sats
\
8 comments
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@BlokchainB
22 Oct 2025
Stacker_Stocks
A New Look at Corporate Treasury Strategy
www.lynalden.com/a-new-look-at-corporate-treasury-strategy/
1365 sats
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4 comments
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@plebone
4 Aug 2024
bitcoin
Bet Update—No Funny Title or Numerology Today
1141 sats
\
7 comments
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@denlillaapan
15 Mar 2025
meta
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
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14 comments
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@denlillaapan
2 Dec 2025
econ
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