CEBE Tracker Insights https://cebetracker.io/insights/ In-depth analysis and research on Bitcoin treasury strategies, the CEBE framework, and company dynamics. en-us Bobby Tierney Fri, 24 Apr 2026 00:00:00 GMT CEBE Under the Hood: How the Framework Matured as the Preferred Era Arrived https://cebetracker.io/preferred-era/ The CEBE framework maturation. Fully diluted BPS structurally cannot see preferred stock, non-convertible debt, or cash offsets. 64 weeks of MSTR data show a 41,720 sat cumulative gap expansion driven by the preferred wrapper. A falsifiable prediction for Q2 and Q3 2026. Tue, 14 Apr 2026 00:00:00 GMT Deep Dive Finish the Math: Metaplanet https://cebetracker.io/insights/metaplanet-finish-the-math/ Three phases, dual-currency double compression, a negative wrapper fee, and the quarter where BPS rose while CEBE fell. What common shareholders actually own in Japan's Bitcoin institution. Tue, 07 Apr 2026 00:00:00 GMT Deep Dive What CEBE Changes: The Math Behind Bitcoin Treasury Ownership https://cebetracker.io/insights/learn/ Educational Series: 6 Episodes exploring the mathematical foundations of the CEBE framework and how it changes Bitcoin treasury ownership dynamics. Sat, 05 Apr 2026 00:00:00 GMT Educational Series Finish the Math: The Smarter Web Company https://cebetracker.io/insights/swc-finish-the-math/ Deep Dive: Understanding the mathematical approach to evaluating web companies through the CEBE framework. Reading time: approximately 20 minutes. Wed, 02 Apr 2026 00:00:00 GMT Deep Dive STRC Cuts Dilution in Half. It Costs You a Quarter of Your Bitcoin. https://cebetracker.io/insights/strc-preferred-cost/ Analysis: Examining the trade-offs and implications of STRC's dilution reduction strategy and its cost implications. Reading time: approximately 10 minutes. Tue, 18 Mar 2026 00:00:00 GMT Analysis Same Companies. Different Math. Lower Prices. https://cebetracker.io/insights/same-companies/ Sector Report: How applying CEBE analysis to familiar companies reveals different valuations and pricing dynamics. Reading time: approximately 4 minutes. Sat, 15 Mar 2026 00:00:00 GMT Sector Report Strategy's Official KPI Gets It Wrong Half the Time. https://cebetracker.io/insights/framework/ Framework: Exploring why conventional KPIs fail and how the CEBE framework provides more accurate strategic guidance. Reading time: approximately 8 minutes. Sun, 09 Feb 2026 00:00:00 GMT Framework Understanding CEBE: How Drag Changes Over Time https://cebetracker.io/insights/cebe/ Framework: Deep dive into the drag component of CEBE and how it evolves with company maturity and market conditions. Reading time: approximately 12 minutes. Thu, 23 Jan 2026 00:00:00 GMT Framework