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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
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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
A Gold Treasury Company? Yes, Yes Of Course (Bloomberg, Matt Levine)www.bloomberg.com/opinion/newsletters/2025-07-09/goldman-wants-quarterly-loyalty-updates
1043 sats \ 13 comments \ @denlillaapan 15 Jul 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
Hedge Funds Dance: Avis Goes Short-Squeeze Vroom-Vroom (Matt Levine,Money Stuff)www.bloomberg.com/opinion/newsletters/2026-04-29/short-swing-short-squeeze
1118 sats \ 1 comment \ @denlillaapan 29 Apr BooksAndArticles econ
Check's Strategy Strategy (_Checkonchain)newsletter.checkonchain.com/p/my-strategy-strategy
1690 sats \ 9 comments \ @denlillaapan 8 Jan 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
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
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
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
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
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
How NOT to Run a Treasury Company (Blockspace Media, Colin Harper)blockspace.media/insight/nakamoto-q3-filing-shows-high-burn-rate-executive-compensation/
1038 sats \ 5 comments \ @denlillaapan 21 Nov 2025 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
913 sats \ 13 comments \ @denlillaapan 24 Jun 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
9352 sats \ 10 comments \ @denlillaapan 20 Apr Stacker_Stocks econ
The Bitcoin Treasury Angle to the Satoshi/Adam Back Mystery (NYT, Carreyrou)www.nytimes.com/2026/04/08/business/bitcoin-satoshi-nakamoto-identity-adam-back.html
2021 sats \ 29 comments \ @denlillaapan 8 Apr bitcoin econ
The bullish case for MSTR, a contrarian view
882 sats \ 14 comments \ @Taj 22 Nov 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
Glitching Markets Emerging (GME) - Important Read - Part 1
529 sats \ 0 comments \ @blocktock 11 Jun 2024 conspiracy freebie
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 Dilution-as-a-Service (DaaS) IS BACK (FT Alphaville, Craig Coben)www.ft.com/content/1f63e641-5e85-4d80-a960-ad5d6d1d72b5
1447 sats \ 7 comments \ @denlillaapan 26 Nov 2025 econ