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The Dumbest Strategic Trade Continues (Bloomberg Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-12-02/ai-can-steal-crypto-now
863 sats \ 14 comments \ @denlillaapan 2 Dec econ
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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
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
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 25 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
Bitcoin Dilution-as-a-Service (DaaS) IS BACK (FT Alphaville, Craig Coben)www.ft.com/content/1f63e641-5e85-4d80-a960-ad5d6d1d72b5
1405 sats \ 7 comments \ @denlillaapan 26 Nov econ
Bitcoin Boomers Bite The Bitter Winter (FT, John Foley/Lex)www.ft.com/content/c235d775-cb39-475f-b11c-e5883d59ff56
1452 sats \ 2 comments \ @denlillaapan 3 Dec 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
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
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
More Saylor, More Financial Engineering (FTAlphaville, Craig Coben)www.ft.com/content/d5baa057-a93c-4f8a-a9b3-624611b9bd13
757 sats \ 9 comments \ @denlillaapan 3 May econ
Saylor Moon
14.3k sats \ 52 comments \ @jimmysong 1 Mar 2024 bitcoin
The Year's Hottest Trade Crumbling (WSJ, Greg Zuckerman)www.wsj.com/finance/currencies/the-years-hottest-crypto-trade-is-crumbling-43e8bab5
1116 sats \ 14 comments \ @denlillaapan 10 Nov econ
Banks and Strategy... Because That's What Strategy Is (Bloomberg, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-12-16/fake-trading-is-hard-work
1387 sats \ 12 comments \ @denlillaapan 17 Dec econ
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
Who Are the Companies Hoarding Bitcoin? (Financial Times, Philip Stafford)www.ft.com/content/394b3a87-bf5e-45dc-8f39-565e89f1fe47
1888 sats \ 49 comments \ @denlillaapan 20 Jun econ
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
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
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
Trump Bought Some Bitcoin (Bloomberg, Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-07-21/private-research-is-the-new-public-research
697 sats \ 5 comments \ @denlillaapan 21 Jul econ
What is Saylor doing?
1218 sats \ 23 comments \ @purpurato 26 Apr econ