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How Bitcoin’s Slide Is Stress-Testing Treasury Balance Sheets
newsletter.bitcointreasuries.net/p/how-bitcoin-s-slide-is-stress-testing-treasury-balance-sheets
103 sats
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0 comments
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@BlokchainB
7 Feb
Stacker_Stocks
related
Balance Sheet Losses Hit 60% of Corporate Bitcoin Treasuries
blog.bitcointreasuries.net/balance-sheet-losses-hit-60-of-corporate-bitcoin-treasuries-full-analysis/
1216 sats
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2 comments
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@Coinsreporter
13 Dec 2025
Stacker_Stocks
The mNAV Trap: Why 70% Discounts Aren't Bargains
newsletter.bitcointreasuries.net/p/the-mnav-trap-why-70-discounts-aren-t-bargains
113 sats
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2 comments
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@BlokchainB
11 Jan
Stacker_Stocks
Check's Strategy Strategy (_Checkonchain)
newsletter.checkonchain.com/p/my-strategy-strategy
1690 sats
\
9 comments
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@denlillaapan
8 Jan
econ
Bitcoin Treasury Companies Are Risky (Wall Street Journal, Vicky Ge Huang)
www.wsj.com/finance/currencies/cryptocurrency-bitcoin-company-balance-sheets-16a1e2b8
735 sats
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10 comments
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@denlillaapan
11 Jun 2025
econ
When should we care about those unrealized bank losses - Steven Kelly
www.bloomberg.com/news/newsletters/2025-06-26/when-should-we-care-about-unrealized-bank-losses
943 sats
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5 comments
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@Scoresby
26 Jun 2025
econ
Who Are the Companies Hoarding Bitcoin? (Financial Times, Philip Stafford)
www.ft.com/content/394b3a87-bf5e-45dc-8f39-565e89f1fe47
57.7k sats
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51 comments
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@denlillaapan
20 Jun 2025
econ
Bitcoin Treasury Companies Nuts? (FT, Bryce Elder)
www.ft.com/content/80019dab-78ab-4dbd-b6c5-a54ce953532f
1040 sats
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13 comments
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@denlillaapan
15 Jun 2025
econ
The 2026 Capital Markets Test: Which Treasuries Can Still Raise Money?
newsletter.bitcointreasuries.net/p/the-2026-capital-markets-test-which-treasuries-can-still-raise-money
55 sats
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0 comments
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@BlokchainB
2 Jan
Stacker_Stocks
Broken PIPEs: Is Now the Time to Buy ASST, NAKA?
newsletter.bitcointreasuries.net/p/broken-pipes-is-now-the-time-to-buy-asst-naka
188 sats
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8 comments
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@BlokchainB
24 Oct 2025
Stacker_Stocks
The Dumbest Strategic Trade Continues (Bloomberg Money Stuff, Matt Levine)
www.bloomberg.com/opinion/newsletters/2025-12-02/ai-can-steal-crypto-now
905 sats
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14 comments
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@denlillaapan
2 Dec 2025
econ
Total Balance Sheet Dominance: A Bold Strategy for U.S. Economic Supremacy
12.7k sats
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14 comments
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@freetx
14 Dec 2024
Politics_And_Law
Bitcoin faces its most fragile moment since 2022, now after a steep 30% decline.
93 sats
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2 comments
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@TheInvestor
3 Dec 2025
Stacker_Stocks
Bitcoin STANDARD Treasury Company (Bloomberg Money Stuff, Matt Levine)
www.bloomberg.com/opinion/newsletters/2025-07-17/everyone-wants-a-bitcoin-treasury
1883 sats
\
8 comments
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@denlillaapan
17 Jul 2025
econ
Blok Whatcha Buying Week #22
231 sats
\
1 comment
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@BlokchainB
26 Jan
Stacker_Stocks
Data Drop: Inside 2025’s BTC $100 Billion Digital Asset Treasury Boom
newsletter.bitcointreasuries.net/p/data-drop-inside-2025-s-100-billion-digital-asset-treasury-boom
62 sats
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0 comments
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@BlokchainB
22 Jan
Stacker_Stocks
bitcoin
The Bitcoin Treasury Trade Unravels (Bloomberg Money Stuff, Matt Levine)
www.bloomberg.com/opinion/newsletters/2025-09-22/bitcoin-treasury-company-m-a
1116 sats
\
7 comments
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@denlillaapan
22 Sep 2025
econ
Wall Street Journal EB: The Fool’s Gold of a Crypto Reserve Government
1839 sats
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2 comments
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@028559d218
10 Mar 2025
bitcoin
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
1249 sats
\
6 comments
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@denlillaapan
31 Oct 2025
econ
I took Saylor’s advice and used ChatGPT “Deep Research” to ask going corporate🤑
212 sats
\
6 comments
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@realBitcoinDog
1 Jun 2025
bitcoin
Global Bond Markets Losing Billions
231 sats
\
9 comments
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@GhostofTruth
5 Mar 2023
bitcoin
Why Are Bitcoin Treasury Companies Trading at Such High Premiums to NAV?
www.galaxy.com/insights/research/why-are-bitcoin-treasury-companies-trading-at-such-high-premiums-to-nav
547 sats
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4 comments
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@k00b
5 Jul 2025
Stacker_Stocks
more