[Aug 21 1:00 AM] In a thread on August 19, analyst Miles Deutscher argued that MicroStrategy’s market-implied net asset value (mNAV) premium—the core gear in Michael Saylor’s Bitcoin acquisition flywheel—has compressed sharply, weakening the feedback loop that…
[May 13 11:00 PM] A growing chorus of Bitcoin commentators is raising the alarm over the recent boom in publicly traded companies adopting Bitcoin-centric treasury strategies. The debate ignited this week after pseudonymous investor Stack Hodler (@stackhodler)…
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