#strategy
2 stories
Crypto12h ago
Bitcoin Reached $80,000 and the Treasury Company Premiums Did Not Come Back
Strategy, Twenty One Capital and Metaplanet all trade below the gross value of their holdings. The discounts are not what they look like.
peatpost Desk

Markets2d ago
Strategy's $66B Bitcoin Machine Runs on Capital Markets, Not Bitcoin's Price
A stress test finds BTC would need to fall 96% to threaten the convertible notes — but $1.76 billion a year in interest and dividends has to be paid regardless.
The Latest Desk