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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
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7 comments
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@denlillaapan
22 Sep
econ
related
Bitcoin Treasuries Play Havoc With Merger Maths (Financial Times, Lex)
www.ft.com/content/74a88f71-7f8c-45bd-a532-d092029814ce
918 sats
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4 comments
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@denlillaapan
23 Sep
econ
Did Strive Just Deploy Warren Buffett’s Elephant Gun? (Bitcoin Magazine, JB)
bitcoinmagazine.com/markets/bitcoin-price-strive-semler-elephant
1162 sats
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18 comments
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@denlillaapan
22 Sep
econ
Strive to Buy Semler Scientific in First Merger of Bitcoin Treasury Companies
283 sats
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1 comment
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@Wumbo
22 Sep
Stacker_Stocks
Bitcoin DATs Crash Costs Investors $17 Billion (Bloomberg, Judy Lagrou)
www.bloomberg.com/news/articles/2025-10-17/bitcoin-dats-crash-costs-investors-17-billion-researcher-says
1165 sats
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6 comments
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@denlillaapan
31 Oct
econ
Reflections from the Nakamoto Simulator
6980 sats
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26 comments
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@Undisciplined
21 Mar 2024
bitcoin
More on Strategy and Bitcoin Treasury Companies' Value (FT, Robert Armstrong)
www.ft.com/content/b5238dec-9a7e-462b-8119-7d580926bd63
1060 sats
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13 comments
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@denlillaapan
11 Jun
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
1641 sats
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9 comments
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@denlillaapan
5 Nov
econ
Rain on the Paper Bitcoin Summer (Bitcoin Magazine, Joakim Book)
bitcoinmagazine.com/markets/the-end-of-paper-bitcoin-summer
571 sats
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2 comments
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@denlillaapan
11 Sep
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
173 sats
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8 comments
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@BlokchainB
24 Oct
Stacker_Stocks
Treasury Markets 101 and #Bitcoin: What's ... w/ James Lavish | Coin Stories 📺
www.youtube.com/watch?v=q6LxEzY00JU
70 sats
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0 comments
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@ExponentialBTC
26 Oct 2022
bitcoin
Bitcoin Boomers Bite The Bitter Winter (FT, John Foley/Lex)
www.ft.com/content/c235d775-cb39-475f-b11c-e5883d59ff56
1452 sats
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2 comments
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@denlillaapan
3 Dec
econ
Bitcoin Treasury Compa— It's All So Very Tiresome (Bloomberg, Matt Levine)
www.bloomberg.com/opinion/newsletters/2025-06-24/everything-is-an-etf-now
829 sats
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13 comments
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@denlillaapan
24 Jun
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
882 sats
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2 comments
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@denlillaapan
19 Nov
econ
Bitcoin Lightning Treasury Yield Calculator
bitcoin-lightning-treasury-yield-ca.vercel.app
499 sats
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4 comments
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@supratic
31 Aug
lightning
The Year's Hottest Trade Crumbling (WSJ, Greg Zuckerman)
www.wsj.com/finance/currencies/the-years-hottest-crypto-trade-is-crumbling-43e8bab5
1116 sats
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14 comments
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@denlillaapan
10 Nov
econ
Why I am More Bullish Than Ever on Bitcoin Treasury Companies • Adam Livingston
youtu.be/AbNpnjNUjc0
473 sats
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8 comments
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@BlokchainB
22 Oct
Stacker_Stocks
BM Big Read: Are Bitcoin Treasury Companies Just Another Fiat Game? (JB)
bitcoinmagazine.com/bigread/bitcoin-treasury-companies-how-to-think
730 sats
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15 comments
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@denlillaapan
15 Aug
econ
Bitcoin Dilution-as-a-Service (DaaS) IS BACK (FT Alphaville, Craig Coben)
www.ft.com/content/1f63e641-5e85-4d80-a960-ad5d6d1d72b5
1405 sats
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7 comments
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@denlillaapan
26 Nov
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
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10 comments
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@denlillaapan
11 Jun
econ
Fed and US Treasuries Masterclass with Andy Constan | The Bitcoin Layer 📺
www.youtube.com/watch?v=3ct2zPIB4bg
252 sats
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0 comments
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@ExponentialBTC
14 Oct 2022
bitcoin
Bitcoin Treasury Companies Nuts? (FT, Bryce Elder)
www.ft.com/content/80019dab-78ab-4dbd-b6c5-a54ce953532f
956 sats
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13 comments
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@denlillaapan
15 Jun
econ
more