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Companies holding bitcoin reserves could face a sustainability crisis.atlas21.com/few-bitcoin-treasury-companies-will-survive-the-death-spiral-report/
296 sats \ 4 comments \ @Bell_curve 30 Jun 2025 Stacker_Stocks
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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 \ 4 comments \ @k00b 5 Jul 2025 Stacker_Stocks
Stock Markets YOLOing into Bitcoin (Financial Times Big Read, Nikou Asgari)www.ft.com/content/8a160bd3-c96d-468a-8052-b0aae43e5aea
1060 sats \ 11 comments \ @denlillaapan 8 Aug 2025 econ
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
1683 sats \ 9 comments \ @denlillaapan 5 Nov 2025 econ
Strategy’s bitcoin premium vanishes as mNAV crashes to 1xprotos.com/strategys-bitcoin-premium-vanishes-as-mnav-crashes-to-1x/
278 sats \ 2 comments \ @0xbitcoiner 8 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 \ 8 comments \ @BlokchainB 24 Oct 2025 Stacker_Stocks
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
Flywheel No Flyyyy: Has Strategy Lost Its Strategic Nerve?! (FT, Craig Coben)www.ft.com/content/a3f2bddf-b1b0-45c2-b800-401b9540a2c9
1768 sats \ 27 comments \ @denlillaapan 8 Jun Stacker_Stocks econ
MicroStrategy Deep Dive (Part 1)www.youtube.com/watch?v=MrcZUWoGohI
296 sats \ 2 comments \ @Rsync25 25 Nov 2024 bitcoin
Strategy could own more bitcoin than Satoshi by Septemberprotos.com/strategy-could-own-more-bitcoin-than-satoshi-by-september/
395 sats \ 5 comments \ @0xbitcoiner 21 Apr bitcoin Stacker_Stocks
Bitcoin's Lost Decade.
19.7k sats \ 14 comments \ @davidw 30 Jan 2024 bitcoin
Be careful what you wish for: Bitcoinization can and will have huge implications
19.1k sats \ 38 comments \ @028559d218 6 Nov 2024 bitcoin
Blok’s Daily Stock: Bitcoin Depot Inc. (BTM)
253 sats \ 2 comments \ @BlokchainB 19 Jan bitcoin Stacker_Stocks
Is MSTR a Ponzi? | Lyn Alden & Andy Constan - WBD
375 sats \ 2 comments \ @Wumbo 11 Aug 2025 podcasts
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 \ @denlillaapan 17 Jul 2025 econ
Blok’s Daily Stock: Diamondback Energy Inc. (FANG)
222 sats \ 0 comments \ @BlokchainB 6 Jan Stacker_Stocks
Bitcoin is a Tradfi Asset now
4573 sats \ 32 comments \ @grayruby 13 Jun 2024 bitcoin
The Simpler Trade: Digital Credit Risk Analysis – Onramponrampbitcoin.com/research/the-simpler-trade-digital-credit-risk-analysis
1058 sats \ 3 comments \ @Scoresby 30 Apr bitcoin Stacker_Stocks
Bitcoin as a Corporate Strategy: The Méliuz Case
251 sats \ 6 comments \ @Daisy 11 Jun 2025 Stacker_Stocks
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 \ @denlillaapan 22 Sep 2025 econ
How many entities will be holding Bitcoin Strategy/Treasury by 2030?
372 sats \ 11 comments \ @Coinsreporter 31 Mar 2025 AskSN
BTC Investing: 1 million Sats or Fold(FLD) Stock? An analysis
5848 sats \ 52 comments \ @BlokchainB 16 Nov 2024 Stacker_Stocks