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Strategy’s bitcoin premium vanishes as mNAV crashes to 1x
protos.com/strategys-bitcoin-premium-vanishes-as-mnav-crashes-to-1x/
278 sats
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2 comments
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@0xbitcoiner
8 Jan
Stacker_Stocks
related
Strategy’s market cap falls below value of its bitcoin holdings
protos.com/strategys-market-cap-falls-below-value-of-its-bitcoin-holdings/
444 sats
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3 comments
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@0xbitcoiner
14 Nov 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
Strategy is Flailing for a Way Out (Financial Times, Craig Coben)
www.ft.com/content/da5ec232-6435-4ff9-ae8f-759ccfc93bfe
1476 sats
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24 comments
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@denlillaapan
2 Feb
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
Blok Whatcha Buying Week #38
379 sats
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2 comments
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@BlokchainB
18 May
Stacker_Stocks
We calculated the present value of STRC — it’s bad for MSTR
protos.com/we-calculated-the-present-value-of-strc-its-bad-for-mstr/
255 sats
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1 comment
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@0xbitcoiner
19 Mar
Stacker_Stocks
MicroStrategy Deep Dive (Part 1)
www.youtube.com/watch?v=MrcZUWoGohI
296 sats
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2 comments
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@Rsync25
25 Nov 2024
bitcoin
MicroStrategy changes name to Strategy
900 sats
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23 comments
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@Wumbo
5 Feb 2025
news
Strategy repurchases $1.5 billion of 2029 convertibles at a discount
blockspace.media/insight/strategy-mstr-buys-bitcoin-debt-repurchase-2026/
331 sats
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1 comment
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@0xbitcoiner
26 May
Stacker_Stocks
The Epic Spectacle That is the Bitcoin Juggernaut MSTR (Craig Coben, FT)
www.ft.com/content/45d7c547-f686-4162-bfc3-56d609003bbb
2127 sats
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5 comments
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@denlillaapan
1 Dec 2024
econ
Strategy could own more bitcoin than Satoshi by September
protos.com/strategy-could-own-more-bitcoin-than-satoshi-by-september/
395 sats
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5 comments
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@0xbitcoiner
21 Apr
bitcoin
Stacker_Stocks
Check's Strategy Strategy (_Checkonchain)
newsletter.checkonchain.com/p/my-strategy-strategy
1690 sats
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9 comments
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@denlillaapan
8 Jan
econ
In April, MSTR acquired an additional 122 BTC and now holds 214,400 BTC.
277 sats
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0 comments
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@IgnaciobTato
30 Apr 2024
econ
More Saylor, More Financial Engineering (FTAlphaville, Craig Coben)
www.ft.com/content/d5baa057-a93c-4f8a-a9b3-624611b9bd13
841 sats
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9 comments
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@denlillaapan
3 May 2025
econ
Strategy needs to pay $689M a year to not sell bitcoin
protos.com/strategy-needs-to-pay-689m-a-year-to-not-sell-bitcoin/
229 sats
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15 comments
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@0xbitcoiner
6 Nov 2025
Stacker_Stocks
Saylor’s Strategy launches $21B common stock, $21B preferred stock offerings
blockspace.media/insight/saylors-strategy-launches-21b-common-stock-21b-preferred-stock-offerings/
270 sats
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1 comment
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@0xbitcoiner
24 Mar
Stacker_Stocks
Strategy’s Sophomore Slump (BitcoinFixes This)
substack.com/inbox/post/183154702
1342 sats
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12 comments
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@denlillaapan
14 Jan
econ
Vanguard becomes largest shareholder in Strategy despite Bitcoin criticism
atlas21.com/vanguard-becomes-largest-shareholder-in-strategy-despite-bitcoin-criticism/
271 sats
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1 comment
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@0xbitcoiner
15 Jul 2025
Stacker_Stocks
Saylor vs Chanos: a Short Story (Financial Times, Craig Coben)
www.ft.com/content/bb751b21-c009-4891-8d7e-7cf78f04b57c
1103 sats
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15 comments
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@denlillaapan
11 Nov 2025
econ
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
Hoarding Bitcoin is a Failing Strategy (WSJ, Vicky Huang)
www.wsj.com/finance/currencies/the-crypto-hoarding-strategy-is-unraveling-34b720f5
1735 sats
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35 comments
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@denlillaapan
3 Feb
econ
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