Nick Ward

Bill Miller IV backs GameStop and Strategy, calling Bitcoin treasury strategy a smart long-term play against fiat debasement. In a recent interview, Bill Miller IV outlined his firm’s investment approach in a rapidly shifting macro environment, spotlighting GameStop as a new position and reiterating strong conviction in Strategy (formerly MicroStrategy) as the blueprint for Bitcoin treasury strategy. […]

A new playbook for evaluating a Bitcoin Treasury Company—using purpose-built KPIs that go beyond traditional finance to measure Bitcoin-first strategy. In the world of traditional finance, evaluating a company’s success usually means tracking revenue growth, earnings per share, or return on equity. But what happens when the core of a company’s strategy isn’t selling products […]