Browsing Tag
Bitcoin Treasury Companies
7 posts
From reinsurance to structured credit: The financial products you didn’t know Bitcoin was powering
Everyone knows about the ETFs, but almost nobody knows about the dozens of obscure institutional products being built…
Bitcoin DATs Capitulate—Could This Rare Signal Mark A Bottom?
Data shows the Bitcoin treasury companies have shown an inflection recently, something that has turned out to be…
Bitcoin treasury companies are millions in the red but the strategy doesn’t change even at $78k
Bitcoin treasuries are designed to look uncomfortable in drawdowns, because the trade they’re running is simple: take a…
Bitcoin treasury bear market ‘gradually’ ending as renowned short seller closes MSTR/BTC position
Renowned short seller James Chanos has officially closed his $MSTR/Bitcoin hedged trade after 11 months, marking an end…
Could Metaplanet’s Bitcoin reserve be the new financial frontier?
Just as Amazon laid the rails for the digital economy, Metaplanet president Simon Gerovich says his company is…
Is The Bitcoin Treasury Bubble Popping? Expert Answers
In a thread on August 19, analyst Miles Deutscher argued that MicroStrategy’s market-implied net asset value (mNAV) premium—the…
Bitcoin Treasury Firms Are This Cycle’s Bubble, Experts Warn
A growing chorus of Bitcoin commentators is raising the alarm over the recent boom in publicly traded companies…
