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Bitcoin Dilution-as-a-Service (DaaS) IS BACK (FT Alphaville, Craig Coben)www.ft.com/content/1f63e641-5e85-4d80-a960-ad5d6d1d72b5
1317 sats \ 3 comments \ @denlillaapan 3h econ
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The Bitcoin Treasury Trade Unravels (Bloomberg Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-09-22/bitcoin-treasury-company-m-a
1032 sats \ 7 comments \ @denlillaapan 22 Sep econ
Saylor vs Chanos: a Short Story (Financial Times, Craig Coben)www.ft.com/content/bb751b21-c009-4891-8d7e-7cf78f04b57c
1061 sats \ 15 comments \ @denlillaapan 11 Nov econ
Did Strive Just Deploy Warren Buffett’s Elephant Gun? (Bitcoin Magazine, JB)bitcoinmagazine.com/markets/bitcoin-price-strive-semler-elephant
1162 sats \ 18 comments \ @denlillaapan 22 Sep econ
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
Print Shares, Not Money... and then BURN the Proceeds (Bloomberg, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-11-19/fine-trade-labubu-futures
882 sats \ 2 comments \ @denlillaapan 19 Nov econ
Bitcoin DATs Crash Costs Investors $17 Billion (Bloomberg, Judy Lagrou)www.bloomberg.com/news/articles/2025-10-17/bitcoin-dats-crash-costs-investors-17-billion-researcher-says
1165 sats \ 6 comments \ @denlillaapan 31 Oct econ
Reflections from the Nakamoto Simulator
6980 sats \ 26 comments \ @Undisciplined 21 Mar 2024 bitcoin
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
1604 sats \ 10 comments \ @denlillaapan 20h econ
Saylor's Latest Strategy: Raising Funds to Pay Dividendswww.ft.com/content/90ea0fdc-97b4-4453-ac1d-bffd290fecd8
1962 sats \ 58 comments \ @denlillaapan 11 Jul econ
Index Funds Are Marxism, etc.—But Also Just Inefficient (Bloomberg, Matt Levine)www.bloomberg.com/opinion/articles/2025-01-22/index-funds-buy-high-and-sell-low
1662 sats \ 4 comments \ @denlillaapan 23 Jan econ
Saylor Embraces Red Light Therapy (Bloomberg)www.bloomberg.com/news/articles/2025-11-18/michael-saylor-s-rare-euro-preferred-stock-sours-on-bitcoin-rout
701 sats \ 11 comments \ @denlillaapan 19 Nov econ
Amplified Bitcoin: To Hell in a Handbasket (WSJ, Vicky Huang & Caitlin Ostroff)www.wsj.com/finance/currencies/crypto-stock-market-gains-losses-c25a2124
914 sats \ 14 comments \ @denlillaapan 19 Nov 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
959 sats \ 13 comments \ @denlillaapan 15 Jul econ
Saylor Moon
14.3k sats \ 52 comments \ @jimmysong 1 Mar 2024 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
1641 sats \ 9 comments \ @denlillaapan 5 Nov econ
Why Bad Bitcoin Treasuries Could Make the Best Investments (FT, Lex)www.ft.com/content/f448ba4f-3012-4acc-b331-0ebdc1b016ee
1016 sats \ 15 comments \ @denlillaapan 1 Sep econ
What do you think is a fair mNAV for Strategy?
455 sats \ 14 comments \ @Haiku7336 16 Jun 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
173 sats \ 8 comments \ @BlokchainB 24 Oct Stacker_Stocks
Shorting Strategy's Strategy (Bloomberg, Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-06-05/bankruptcy-was-good-for-23andme
798 sats \ 13 comments \ @denlillaapan 8 Jun econ
Dilute This! • Episode 1159 of Bitcoin And . . . is LIVE!fountain.fm/episode/oxbQEqw9MDEXqlF2vr1p
10 sats \ 0 comments \ @NunyaBidness 2 Sep podcasts
Leverage Mania: Mortgage Your 401(k)...or Yo Bitcoin (Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-05-13/mortgage-your-401-k
772 sats \ 8 comments \ @denlillaapan 14 May econ