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Strategy is Flailing for a Way Out (Financial Times, Craig Coben)www.ft.com/content/da5ec232-6435-4ff9-ae8f-759ccfc93bfe
1196 sats \ 15 comments \ @denlillaapan 6h econ
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Strategy’s Proud Return to Junk (Financial Times, Craig Coben)www.ft.com/content/f0875253-9e4c-411c-a021-f5edb1504216
1322 sats \ 29 comments \ @denlillaapan 2 Nov 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
Adam Back opinion on MSTR strategy on BTC
2581 sats \ 32 comments \ @IgnaciobTato 28 Dec 2023 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
Saylor’s Strategy: Buy Higher, Pump Harder (Financial Times, Craig Coben)www.ft.com/content/685c764b-3eb6-41a1-855d-54cb3bc85a16
960 sats \ 16 comments \ @denlillaapan 16 Mar 2025 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 2025 econ
Strategy’s Sophomore Slump (BitcoinFixes This)substack.com/inbox/post/183154702
1279 sats \ 12 comments \ @denlillaapan 14 Jan 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
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 2025 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 2025 econ
Airbnb fumbles the UTXO and buys back $6B of its stock
332 sats \ 6 comments \ @BlokchainB 7 Aug 2025 Stacker_Stocks
Saylor Talking Financial Shit on WBD: Fireworks Promisedwww.youtube.com/watch?v=J85O-ckNxCw&t=2415s
2114 sats \ 35 comments \ @denlillaapan 13 Jan econ
Bitcoin Treasury Companies Nuts? (FT, Bryce Elder)www.ft.com/content/80019dab-78ab-4dbd-b6c5-a54ce953532f
956 sats \ 13 comments \ @denlillaapan 15 Jun 2025 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 2025 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 2025 econ
Here is the Saylor message in a nutshell
4004 sats \ 107 comments \ @DarthCoin 2 Mar 2024 bitcoin freebie
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
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 2025 econ
GameStop as a (Bitcoin?) Treasury Company (Bloomberg/Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2026-01-27/the-killer-non-acquisition
1089 sats \ 3 comments \ @denlillaapan 27 Jan econ
The Hindsight FOMO Miss of a Lifetime, Nvidia Edition
1193 sats \ 12 comments \ @denlillaapan 27 Jan 2025 econ
Can Anyone Replicate Warren Buffett’s Performance? (FT, Andrew Hill)www.ft.com/content/db7b9d36-c6b8-47a3-89d6-ff9c1396485b
555 sats \ 11 comments \ @denlillaapan 5 May 2025 econ