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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
1116 sats \ 7 comments \ @denlillaapan 22 Sep 2025 econ
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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
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 \ 14 comments \ @denlillaapan 2 Dec 2025 econ
Prediction Markets on War + Unravelling Treasury Companies (MS, Matt Levine)www.bloomberg.com/opinion/newsletters/2026-03-02/war-markets-have-some-bugs
2299 sats \ 7 comments \ @denlillaapan 3 Mar econ
More on Strategy and Bitcoin Treasury Companies' Value (FT, Robert Armstrong)www.ft.com/content/b5238dec-9a7e-462b-8119-7d580926bd63
1144 sats \ 13 comments \ @denlillaapan 11 Jun 2025 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 \ 10 comments \ @denlillaapan 11 Jun 2025 econ
Strive to Buy Semler Scientific in First Merger of Bitcoin Treasury Companies
298 sats \ 1 comment \ @Wumbo 22 Sep 2025 Stacker_Stocks
The Dumbest Trade of 2025 (Bloomberg, Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-11-25/take-the-crypto-out-of-the-indexes
1646 sats \ 10 comments \ @denlillaapan 25 Nov 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
1323 sats \ 13 comments \ @denlillaapan 5 Feb econ
Bitcoin Treasuries Play Havoc With Merger Maths (Financial Times, Lex)www.ft.com/content/74a88f71-7f8c-45bd-a532-d092029814ce
1002 sats \ 4 comments \ @denlillaapan 23 Sep 2025 econ
That Odd Bitcoin Treasury Company Ouroboro (Matt Levine, Money Stuff)www.bloomberg.com/opinion/newsletters/2026-03-17/anti-private-equity-is-good-business
1662 sats \ 14 comments \ @denlillaapan 17 Mar 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
1197 sats \ 1 comment \ @denlillaapan 9 Jan econ
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
TD Cowen initiates coverage of flailing Nakamoto (NAKA) with “buy”sherwood.news/crypto/td-cowen-initiates-coverage-of-flailing-nakamoto-with-buy-rating-while/
159 sats \ 11 comments \ @BlokchainB 15 Apr Stacker_Stocks
GameStop as a (Bitcoin?) Treasury Company (Bloomberg/Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2026-01-27/the-killer-non-acquisition
1152 sats \ 3 comments \ @denlillaapan 27 Jan econ
Print Shares, Not Money... and then BURN the Proceeds (Bloomberg, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-11-19/fine-trade-labubu-futures
924 sats \ 2 comments \ @denlillaapan 19 Nov 2025 econ
Saylor vs Chanos: a Short Story (Financial Times, Craig Coben)www.ft.com/content/bb751b21-c009-4891-8d7e-7cf78f04b57c
1103 sats \ 15 comments \ @denlillaapan 11 Nov 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
781 sats \ 5 comments \ @denlillaapan 21 Jul 2025 econ
Strategy is Flailing for a Way Out (Financial Times, Craig Coben)www.ft.com/content/da5ec232-6435-4ff9-ae8f-759ccfc93bfe
1476 sats \ 24 comments \ @denlillaapan 2 Feb econ
Blok Whatcha Buying Week #22
231 sats \ 1 comment \ @BlokchainB 26 Jan Stacker_Stocks
I took Saylor’s advice and used ChatGPT “Deep Research” to ask going corporate🤑
212 sats \ 6 comments \ @realBitcoinDog 1 Jun 2025 bitcoin
Applying the Buffett strategy to Predyx
19k sats \ 37 comments \ @grayruby 13 Apr 2025 Stacker_Stocks