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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
786 sats \ 6 comments \ @denlillaapan 2h econ
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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
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
Saylor Moon
14.3k sats \ 52 comments \ @jimmysong 1 Mar 2024 bitcoin
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 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
MicroStrategy Yum-Yum Eats Bitcoin (Bloomberg Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-05-08/meta-will-make-friends
651 sats \ 21 comments \ @denlillaapan 9 May 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
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
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
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
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
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
Dark Pools, Stock Trading, and Financial Markets (Bloomberg, Matt Levine)www.bloomberg.com/opinion/articles/2025-01-27/hedge-fund-ai-is-cheap-ai
1154 sats \ 7 comments \ @denlillaapan 28 Jan econ
Twenty One Capital: You Can Just Do Things (Bloomberg, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-04-24/the-stock-market-loves-bitcoin
2135 sats \ 28 comments \ @denlillaapan 24 Apr 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
What do you think is a fair mNAV for Strategy?
455 sats \ 14 comments \ @Haiku7336 16 Jun bitcoin
Saylor and MSTR Are Volatility Middlemen (Bloomberg, Matt Levine)www.bloomberg.com/opinion/articles/2024-12-05/microstrategy-has-volatility-to-sell
475 sats \ 2 comments \ @denlillaapan 6 Dec 2024 econ
Strategy Announces 5 Million STRC, to Buy Bitcoin (BM, Jenna Montgomery)bitcoinmagazine.com/news/strategy-announces-ipo-of-5-million-strc-stock-to-fund-bitcoin-purchases
854 sats \ 18 comments \ @denlillaapan 21 Jul econ
Fuji Money AMA
13.2k sats \ 63 comments \ @fuji_money 3 Nov 2022 bitcoin
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