Allard Peng
Understanding Digital Money and Digital Yield
This is an in-depth overview of the nascent business models built on top of the preferred securities of Bitcoin balance sheets.
Impacts of Daily Dividends on Digital Credit
Analyzing the implications for digital credit instruments paying daily dividends.
A Bitcoin Berkshire Model: Orange Juice
Orange Juice is a new corporate Bitcoin playbook imitating Berkshire Hathaway.
Should Bitcoin Companies Build USD Reserves? Understanding The Truth
Strategy is acquiring more cash than bitcoin these days. This is what's really going on and whether other Bitcoin companies should follow suit.
Corporation’s Approach to the BIP-110 Soft Fork
This article goes into how Bitcoin-utilizing corporations could approach BIP-110.
Quick Maths On STRC Buybacks: The Truth About Net Bitcoin Per Share and Accretion
Understanding the logic behind STRC preferred stock buybacks starts with familiarity around Strategy's newest metric.
No – Digital Credit Cannot Be Replicated With Bitcoin and Treasuries
A response to Onramp's paper about the risks of Digital Credit, and how it can be replicated using a "simpler trade" of Bitcoin and US treasuries.
5 Reasons Corporations Should Sell Bitcoin
Selling can get you more Bitcoin over time. The main reasons for corporations to sell all involve value creation.
How the Iran War is Repricing Bitcoin
The Iran War is bringing trustless payments back to the forefront. The market is reacting.
STRC: The Global Bitcoin Dollar Cost Average
STRC enables a global dollar cost average into Bitcoin by appealing to a much broader investor base.