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Where’s the Kaboom? MSTR Model Update

Marty Kendall

21 Jan 2025 • 6 min read

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The Half-Life of Bitcoin Treasury Companies

“It’s going up forever, Laura.” Michael Saylor While this might be true for Bitcoin, Bitcoin treasury companies are different. They’re not Bitcoin. Investors pay a premium for companies that can stack the fastest. “It’s going up forever, Laura.” Michael Saylor While this might be true for Bitcoin,

14 Jul 2025 8 min read

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All-Time Highs – Where to Next?

With Bitcoin smashing through its previous all-time highs, we’re entering what some call the fun zone. But where to next? Are we reaching our peak or just getting started? In this issue, we zoom out to examine the broader macro trends shaping Bitcoin’s future—and provide the latest

10 Jul 2025 6 min read

BTC Yield vs. Gravity: Which Treasury Companies Will Keep Climbing?

In the race to become the ultimate Bitcoin treasury, fast stackers earn the spotlight—and the highest premiums. Investors love companies that grow their BTC per share rapidly. Why? Because higher BTC Yield supercharges mNAV (multiple of net asset value), and share price follows — rocket fuel for market hype. But

03 Jul 2025 6 min read

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