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The mNAV Trap: Why 70% Discounts Aren't Bargainsnewsletter.bitcointreasuries.net/p/the-mnav-trap-why-70-discounts-aren-t-bargains
87 sats \ 2 comments \ @BlokchainB 16h Stacker_Stocks
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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 2025 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 2025 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
1134 sats \ 1 comment \ @denlillaapan 9 Jan econ
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 2025 Stacker_Stocks
Forbes Cover: NAKA, David Bailey, & Copying Buffett (Forbes, Nina Bambysheva)www.forbes.com/sites/ninabambysheva/2025/10/30/trumps-crypto-advisers-quixotic-quest-to-build-a-leading-bitcoin-bank/
1146 sats \ 12 comments \ @denlillaapan 30 Oct 2025 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 2025 econ
Who Are the Companies Hoarding Bitcoin? (Financial Times, Philip Stafford)www.ft.com/content/394b3a87-bf5e-45dc-8f39-565e89f1fe47
57.7k sats \ 51 comments \ @denlillaapan 20 Jun 2025 econ
Non-Criminal Discounts- LOL
719 sats \ 32 comments \ @grayruby 31 Oct 2024 lol
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 2025 econ
At Bitcoin Asia Everything Was Upside Down (Bitcoin Magazine, JB)bitcoinmagazine.com/markets/bitcoin-asia-everything-upside-down-price
770 sats \ 19 comments \ @denlillaapan 31 Aug 2025 econ
Price gouging, then and now
272 sats \ 10 comments \ @Signal312 28 Jan 2025 econ
Check's Strategy Strategy (_Checkonchain)newsletter.checkonchain.com/p/my-strategy-strategy
1627 sats \ 9 comments \ @denlillaapan 8 Jan econ
The Truth Behind Price Controls and What To Do!odysee.com/@MarkMoss:7/the-truth-behind-price-controls-and-what:4?r=8T2xqWjtafHWYGxQBSsrbw1wQPm7sWRq
400 sats \ 6 comments \ @Undisciplined 21 Aug 2024 econ
10-year Treasury yield falls to lowest since December, signals slowing economywww.cnbc.com/2025/02/25/us-treasury-yields-investors-look-toward-key-home-price-data.html
353 sats \ 5 comments \ @Coinsreporter 25 Feb 2025 econ
Strategy Acquires $531.9 Million In Bitcoin. What happens when this stops?bitcoinmagazine.com/news/strategy-acquires-531-9-million-in-bitcoin-now-holds-597325-btc
1466 sats \ 10 comments \ @elvismercury 1 Jul 2025 bitcoin
Treasury Company Advisory Agreements | BitMEX Blogblog.bitmex.com/treasury-company-advisory-agreements/
157 sats \ 0 comments \ @Scoresby 13 Aug 2025 bitcoin
The State Of GBTC: Discount Shrinks For The First Time In Over A Yearbmpro.substack.com/p/gbtc-discount-shrinks-first-time-in-over-year
30 sats \ 3 comments \ @ExponentialBTC 12 Jan 2023 bitcoin
The Universal Good Deal, Chapter 7
2621 sats \ 1 comment \ @cleophas 25 Dec 2023 BooksAndArticles
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 2025 econ
Yet another lesson on true scarcity
307 sats \ 2 comments \ @danieltapa 18 Sep 2023 bitcoin
The Universal Good Deal, Chapter 11
2157 sats \ 1 comment \ @cleophas 29 Dec 2023 BooksAndArticles