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Check's Strategy Strategy (_Checkonchain)newsletter.checkonchain.com/p/my-strategy-strategy
1690 sats \ 9 comments \ @denlillaapan 8 Jan econ
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Something extremely important is happening, and few people are paying attention.
550 sats \ 1 comment \ @VisionofBitcoin 7 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 \ 14 comments \ @denlillaapan 2 Dec 2025 econ
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
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 Financialization: Checking in on Our Strategy Friends' Strategy
22.3k sats \ 20 comments \ @denlillaapan 20 Apr Stacker_Stocks econ
Strategy Watch: The Teetering Financial Tower (FT, Craig Coben)www.ft.com/content/ea814e1f-b595-4a7c-a518-2d02e2b409e4
2346 sats \ 7 comments \ @denlillaapan 24 Apr Stacker_Stocks 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
The long MSTR, short BTC trade
1602 sats \ 3 comments \ @Jonathan_Adly 20 Mar 2024 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
188 sats \ 8 comments \ @BlokchainB 24 Oct 2025 Stacker_Stocks
Why MSTR's Bitcoin Are Worth More Than Yours (Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-05-19/us-debt-rates-itself
796 sats \ 14 comments \ @denlillaapan 20 May 2025 econ
Bitcoin Treasury Companies Nuts? (FT, Bryce Elder)www.ft.com/content/80019dab-78ab-4dbd-b6c5-a54ce953532f
1040 sats \ 13 comments \ @denlillaapan 15 Jun 2025 econ
Bitcoin Boomers Bite The Bitter Winter (FT, John Foley/Lex)www.ft.com/content/c235d775-cb39-475f-b11c-e5883d59ff56
1515 sats \ 2 comments \ @denlillaapan 3 Dec 2025 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
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
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
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
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
Hoarding Bitcoin is a Failing Strategy (WSJ, Vicky Huang)www.wsj.com/finance/currencies/the-crypto-hoarding-strategy-is-unraveling-34b720f5
1735 sats \ 35 comments \ @denlillaapan 3 Feb 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
"It's a Pump-and-Dump!" Den Talking Saylor & Treasury Companies on TBLwww.youtube.com/watch?v=TwQugFm2qoo&t=52s
942 sats \ 5 comments \ @denlillaapan 19 Dec 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