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How Bitcoin’s Slide Is Stress-Testing Treasury Balance Sheetsnewsletter.bitcointreasuries.net/p/how-bitcoin-s-slide-is-stress-testing-treasury-balance-sheets
88 sats \ 0 comments \ @BlokchainB 5h 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
Bitcoin Treasury Companies Are Risky (Wall Street Journal, Vicky Ge Huang)www.wsj.com/finance/currencies/cryptocurrency-bitcoin-company-balance-sheets-16a1e2b8
651 sats \ 10 comments \ @denlillaapan 11 Jun 2025 econ
Check's Strategy Strategy (_Checkonchain)newsletter.checkonchain.com/p/my-strategy-strategy
1627 sats \ 9 comments \ @denlillaapan 8 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
Further explorations at the frontier of Bitcoin Treasury Companies
845 sats \ 5 comments \ @Scoresby 28 Oct 2025 bitcoin
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
Balance Sheet Losses Hit 60% of Corporate Bitcoin Treasuriesblog.bitcointreasuries.net/balance-sheet-losses-hit-60-of-corporate-bitcoin-treasuries-full-analysis/
1201 sats \ 2 comments \ @Coinsreporter 13 Dec 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
863 sats \ 14 comments \ @denlillaapan 2 Dec 2025 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 2025 econ
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
Strategy is Flailing for a Way Out (Financial Times, Craig Coben)www.ft.com/content/da5ec232-6435-4ff9-ae8f-759ccfc93bfe
1413 sats \ 24 comments \ @denlillaapan 2 Feb 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
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
Discounts on Dat? Yeah, Treasury Companies Are Dying (Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2026-02-04/cracking-open-the-dats
1260 sats \ 13 comments \ @denlillaapan 5 Feb econ
MicroStrategy Deep Dive (Part 1)www.youtube.com/watch?v=MrcZUWoGohI
196 sats \ 2 comments \ @Rsync25 25 Nov 2024 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
532 sats \ 4 comments \ @k00b 5 Jul 2025 Stacker_Stocks
Tether Fun Unbelievable Details - Part II
102.3k sats \ 32 comments \ @Scoresby 29 Jul 2025 bitcoin
Bitcoin Just Got Its First $1B TradFi Treasury Frankenstein
102 sats \ 1 comment \ @seashell 23 Jun 2025 econ
Tether Fun Unbelievable Details - Part III
12.1k sats \ 15 comments \ @Scoresby 25 Aug 2025 bitcoin
Bitcoin hits FED’s 2026 stress tests, creating a massive capital risk for bankscryptoslate.com/bitcoin-is-about-to-hit-the-federal-reserves-2026-stress-tests-creating-a-massive-capital-risk-for-regulated-banks/
121 sats \ 0 comments \ @ch0k1 26 Jan bitcoin