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"Bitcoin doesn't need you. You need Bitcoin" - Jack Mallers 🧡 Here's the full version of my conversation with Jack at Bitcoin 2025. We spoke about his new role at 21 - the Bitcoin treasury company backed by Paolo Ardoino 🤖 and Tether. I also asked for his honest...

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Gareth Jenkinson

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26,560 просмотров • 1 год назад •via X (Twitter)

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Фото профиля BrightSide
BrightSide1 год назад

@Cointelegraph @jackmallers @paoloardoino @Tether_to I can exist without bitcoin, bitcoin won’t exist without me.

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A discussion between Bob Dewey, Phong Le, and me on why Bitcoin Treasury Companies exist, what the first real stress test for Digital Credit taught us, and the opportunity ahead for Bitcoin-backed financial innovation. TIMESTAMPS 0:04 - Why Bitcoin Treasury Companies Exist 7:22 - Financial Engineering Vs. Financial Innovation 14:24 - What Makes Bitcoin Treasury Companies Durable 18:42 - Does Bitcoin Need Treasury Companies? 22:20 - Addressing Bitcoin Treasury Company Criticism 26:46 - Growing Demand For Bitcoin-Backed Products 30:11 - What Has Surprised The CEOs Most 36:06 - The Evolution Of Digital Credit Products 45:10 - Lessons From The First Market Stress Test 53:10 - Bitcoin Market Depth And Liquidity 55:21 - Why Selling Bitcoin Is Not A Contradiction 1:03:37 - The Future Of Bitcoin Treasury Companies $MSTR $ASST $STRC $SATA $BTC
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A discussion between Bob Dewey, Phong Le, and me on why Bitcoin Treasury Companies exist, what the first real stress test for Digital Credit taught us, and the opportunity ahead for Bitcoin-backed financial innovation. TIMESTAMPS 0:04 - Why Bitcoin Treasury Companies Exist 7:22 - Financial Engineering Vs. Financial Innovation 14:24 - What Makes Bitcoin Treasury Companies Durable 18:42 - Does Bitcoin Need Treasury Companies? 22:20 - Addressing Bitcoin Treasury Company Criticism 26:46 - Growing Demand For Bitcoin-Backed Products 30:11 - What Has Surprised The CEOs Most 36:06 - The Evolution Of Digital Credit Products 45:10 - Lessons From The First Market Stress Test 53:10 - Bitcoin Market Depth And Liquidity 55:21 - Why Selling Bitcoin Is Not A Contradiction 1:03:37 - The Future Of Bitcoin Treasury Companies $MSTR $ASST $STRC $SATA $BTC

Matt Cole

102,688 просмотров • 20 дней назад

Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this conversation with Strive's Chief Strategy Officer Avik Roy, we break down: • Why Strategy’s latest earnings call changed the game • The rise of digital credit ($STRC, $SATA & beyond) • Why some Bitcoin treasury firms failed • Why selling Bitcoin can actually be bullish • The next phase of institutional $BTC adoption One of the most insightful discussions we’ve had on Bitcoin treasury strategy. 00:00 Avik Roy’s Bitcoin Origin Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 Will SATA & STRC Keep Paying Huge Yields? 52:35 Which Bitcoin Treasury Company Is Next? 56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s” 01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy Full episode 👇
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Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this conversation with Strive's Chief Strategy Officer Avik Roy, we break down: • Why Strategy’s latest earnings call changed the game • The rise of digital credit ($STRC, $SATA & beyond) • Why some Bitcoin treasury firms failed • Why selling Bitcoin can actually be bullish • The next phase of institutional $BTC adoption One of the most insightful discussions we’ve had on Bitcoin treasury strategy. 00:00 Avik Roy’s Bitcoin Origin Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 Will SATA & STRC Keep Paying Huge Yields? 52:35 Which Bitcoin Treasury Company Is Next? 56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s” 01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy Full episode 👇

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19,824 просмотров • 28 дней назад

It was time for a True North-Coin Stories hangout! Thanks for taking the time to share more about the powerful movement you've created Jeff Walton Ben Werkman Tim Kotzman We talk about the origin story of True North, corporate Bitcoin treasuries, the revolution in credit markets, the "digital transformation of investor relations," which companies make them most bullish and much more. Let us know what you think! Timecodes: 00:00 What is True North? 3:49 Creating a New Media Platform in the Bitcoin Space 7:46 What Makes a Great Bitcoin Treasury Company? 10:16 What Is mNAV? How to Evaluate Bitcoin Companies Using mNAV 19:33 How Bitcoin Treasury Companies Differentiate Themselves 21:14 How Companies Gain Liquidity to Buy More Bitcoin 24:55 What Are $STRF, $STRK & $STRD? New Bitcoin-Backed Instrument from Strategy 34:03 Are Bitcoin Treasuries a Bubble? 38:20 Bullish on These Corporate Bitcoin Treasuries 43:27 Top Companies Leading the Bitcoin Treasury Movement 47:17 Semler Scientific: Healthcare Innovation Meets Bitcoin 52:17 True North’s Vision for the Future of Bitcoin & Finance
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I sat down with Will and Ben Harvey to discuss bitcoin treasury companies, including premiums, capital sources, debt levels, and bitcoin-per-share growth. Enjoy! TIMESTAMPS: 0:00 - Intro 1:12 - ‘Bitcoin treasuries uncovered’ takeaways 8:06 - Strategy’s bitcoin per share has grown 11x 11:27 - Altcoin vs bitcoin treasure companies 18:38 - Capital that is flowing into bitcoin treasure companies 20:49 - How to evaluate the performance of bitcoin treasure companies 24:04 - Current macro backdrop and market outlook 34:34 - Bitcoin dominance expectations 35:31 - Interest rate expectations 37:59 - Where to find the new bitcoin treasury report

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53,492 просмотров • 1 год назад

Check out my wide-ranging and very evergreen conversation with Jeff Park about Bitcoin’s role in the changing monetary order. We discuss ETFs, stablecoins, corporate and national treasuries, and Bitcoin skeptics. Timecodes: 00:00 Bitcoin & Stablecoin Updates 2:27 In-Kind vs Cash Redemptions for Spot Bitcoin ETFs 5:04 ETF Options Open Interest Cap 8:42 Understanding Bitcoin Volatility 10:22 Entering a Bitcoin Bull Market 12:55 Bitcoin Price Prediction 2025 14:46 Rise of Bitcoin Treasuries 18:54 Will the U.S. Buy Bitcoin? 21:05 Japan’s Bitcoin Treasury Role 22:44 How Could the U.S. Buy BTC? 25:33 Why Mainstream Avoids Bitcoin 28:17 Jeff Park Discovering Bitcoin 32:27 Convincing Bitcoin Skeptics
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Chaitanya Jain

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Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Michael Mescher, CEO of Gammon Capital. Michael and I discuss derivatives, institutional capital, balance sheet protection, and the future of Bitcoin treasury management. Here's my conversation with Michael Mescher. 0:00 - Intro 0:40 – Michael’s path from derivatives to Bitcoin treasury strategy 3:18 – What a 50% collateral haircut really means for a Bitcoin treasury company 11:15 – The coming $10 billion "Put Wall" and why 2027 matters 13:21 – Why Bitcoin treasury companies are paying too much for capital 15:02 – Using derivatives as balance sheet protection - not speculation 16:55 – Building a Bitcoin treasury playbook for bear and sideways markets 19:05 – What Michael Saylor gets right about financial engineering 22:15 – What separates the strongest Bitcoin treasury companies from the rest 24:42 – Why the market still hasn't built a better Bitcoin credit facility 26:54 – How Bitcoin treasury companies can unlock institutional capital 29:04 – Managing asset-liability mismatches on a Bitcoin balance sheet 32:38 – Capital efficient hedging strategies for downside protection 34:46 – How to sell a hedging strategy to a long-only Bitcoin executive 37:17 – What a strategic engagement with Gammon Capital looks like 38:18 - Where to find Michael Mescher and Gammon Capital
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Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Michael Mescher, CEO of Gammon Capital. Michael and I discuss derivatives, institutional capital, balance sheet protection, and the future of Bitcoin treasury management. Here's my conversation with Michael Mescher. 0:00 - Intro 0:40 – Michael’s path from derivatives to Bitcoin treasury strategy 3:18 – What a 50% collateral haircut really means for a Bitcoin treasury company 11:15 – The coming $10 billion "Put Wall" and why 2027 matters 13:21 – Why Bitcoin treasury companies are paying too much for capital 15:02 – Using derivatives as balance sheet protection - not speculation 16:55 – Building a Bitcoin treasury playbook for bear and sideways markets 19:05 – What Michael Saylor gets right about financial engineering 22:15 – What separates the strongest Bitcoin treasury companies from the rest 24:42 – Why the market still hasn't built a better Bitcoin credit facility 26:54 – How Bitcoin treasury companies can unlock institutional capital 29:04 – Managing asset-liability mismatches on a Bitcoin balance sheet 32:38 – Capital efficient hedging strategies for downside protection 34:46 – How to sell a hedging strategy to a long-only Bitcoin executive 37:17 – What a strategic engagement with Gammon Capital looks like 38:18 - Where to find Michael Mescher and Gammon Capital

Tim Kotzman

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Grant Cardone: I’m Going ALL IN On Bitcoin Grant Cardone 00:00 Coming Up 00:56 Grant’s Early Bitcoin Story (2013) 01:58 "My Goal Is 10,000 Bitcoin" 03:09 Why He Never Hits His Goals 04:21 The "Units" Formula for Wealth 06:09 Attaching Bitcoin to Real Estate 07:01 "Convert the Discount to Bitcoin" 09:20 1,600 Investors (Not Bitcoiners) 10:01 Why Treasury Companies Failed 14:14 Tokenizing Real Estate + Bitcoin 22:10 Timeline to 10,000 Bitcoin

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BITCOIN RAILS #55: WHAT HAPPENED TO BITCOIN TREASURY COMPANIES? | with David Bailey🇵🇷 $2.0mm/btc is the floor & Brandon 🔗 YOUTUBE: 🌿 SPOTIFY: This most recent bull market was inarguably defined by one dominant narrative: the rise of Bitcoin treasury companies and their dramatic retracement as crypto "DATs" flooded markets. David Bailey🇵🇷 $2.0mm/btc is the floor — former CEO of Bitcoin Inc. (Bitcoin Magazine bitcoin conference) — raised $760M for treasury company Nakamoto, which catapulted to a peak valuation of 33X MNAV before sliding down below MNAV after a seeming burst in treasury mania last year. David joins me and the newly appointed CEO of Bitcoin Inc. Brandon, to share the history of one of the most influential companies in Bitcoin history (Bitcoin Inc.), how their treasury play changed everything, and what we can expect from Bitcoin treasury companies moving through 2026 and beyond. In this episode, the three of us discuss: - The history of Bitcoin Inc., and the rise of Bitcoin Magazine and Bitcoin Conference empire. - The role of UTXO Management (VC and trading fund) in the team's strategy over time - How the fund’s entry into Metaplanet Inc. and their subsequent seeding of nearly a dozen Bitcoin Treasury companies since - The rise of Nakamoto and its subsequent 99% slide in price from ATHs - How David sees the Treasury thesis playing out from here… and projected winners and losers when/if these companies rebound. This episode of Bitcoin Rails is powered by: - Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC20 data aggregation and indexing. - Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. - Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 00:00 Intro 01:45 Hit Pieces and Psyop Jokes 05:53 David Bailey Origin Story 12:24 Buying Bitcoin Magazine 15:18 Early Spam “Wars” 19:55 BM Experimentation Phase 26:33 Defining What “Bitcoin Only” Means 32:39 What Being a Bitcoin Maxi Means 34:47 Bitcoin L2 Over Altchains 37:00 Why Securities Matter 41:23 Going Bitcoin Only 46:47 Bitcoin Conference Explosion 54:10 UTXO Bets And Treasury Wave 01:12:10 Seeding Treasury Startups 01:15:44 Taking Nakamoto Public 01:32:51 Treasury Thesis Future Products

Isabel Foxen Duke⚡️

35,495 просмотров • 4 месяцев назад

📺 The Bitcoin For Corporations Show Episode 8 now live — hosted by Pierre Rochard Phong Le, CEO of Strategy, shares how MSTR became the world’s first Bitcoin-native public company—and why it’s more than just a software stock. From capital markets to balance sheet strategy, Phong lays out the new rules of valuation in the #Bitcoin era. 00:00 – Intro: How to Value a Bitcoin Treasury Company 01:28 – Phong Le on Strategy’s Bitcoin Thesis 04:45 – Why MSTR Isn’t Just a Tech Stock Anymore 08:12 – The Role of FASB Accounting in Bitcoin Adoption 11:39 – Capital Markets: Equity, Debt & Bitcoin 15:20 – Convertible Bonds & Leveraged Bitcoin Exposure 19:05 – What Investors Miss When Valuing MSTR 23:34 – How Institutions View Bitcoin 27:48 – Risks, Volatility, and Shareholder Expectations 32:15 – Bitcoin’s Role in Long-Term Corporate Strategy 36:20 – Advice for Other Bitcoin Treasury Companies 39:12 – Building a Bitcoin-Backed Capital Market 43:10 – Addressing Bitcoin Volatility 46:00 – Why STRF Is Gaining Market Traction 48:30 – Final Thoughts from Phong Le
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📺 The Bitcoin For Corporations Show Episode 8 now live — hosted by Pierre Rochard Phong Le, CEO of Strategy, shares how MSTR became the world’s first Bitcoin-native public company—and why it’s more than just a software stock. From capital markets to balance sheet strategy, Phong lays out the new rules of valuation in the #Bitcoin era. 00:00 – Intro: How to Value a Bitcoin Treasury Company 01:28 – Phong Le on Strategy’s Bitcoin Thesis 04:45 – Why MSTR Isn’t Just a Tech Stock Anymore 08:12 – The Role of FASB Accounting in Bitcoin Adoption 11:39 – Capital Markets: Equity, Debt & Bitcoin 15:20 – Convertible Bonds & Leveraged Bitcoin Exposure 19:05 – What Investors Miss When Valuing MSTR 23:34 – How Institutions View Bitcoin 27:48 – Risks, Volatility, and Shareholder Expectations 32:15 – Bitcoin’s Role in Long-Term Corporate Strategy 36:20 – Advice for Other Bitcoin Treasury Companies 39:12 – Building a Bitcoin-Backed Capital Market 43:10 – Addressing Bitcoin Volatility 46:00 – Why STRF Is Gaining Market Traction 48:30 – Final Thoughts from Phong Le

Bitcoin For Corporations

237,146 просмотров • 1 год назад

Bitcoin Whales Dumping As Liquidity Crisis Hits | Willy Woo Reveals The Endgame 00:00 - Intro 01:40 - Brought to you by Binance 02:03 – Where’s Bitcoin Going Next? 03:12 – Cycles, Liquidity, and Investor Flows 05:28 – Tracking Bitcoin’s Capital Flows 07:49 – Macro Liquidity and Bitcoin Cycles 09:46 – Business Cycle Risks for Bitcoin 11:19 – Bitcoin: The Canary in Liquidity 13:11 – Whale Selling and Market Impact 14:35 – Altcoins, ETFs, and Capital Rotation 17:11 – Treasury Companies and Bitcoin Demand 18:08 – Are Bear Markets Inevitable? 19:16 – How Deep Could the Next Dip Be? 21:01 – Macro Catalysts and Bear Market Risks 24:21 – Bitcoin vs. Gold as Safe Haven 27:14 – Willy’s Early Bitcoin Journey 31:06 – Trading, Building, and Future of Bitcoin
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The Wolf Of All Streets

53,904 просмотров • 10 месяцев назад

💥🎙️"WHY I SOLD MY BITCOIN" - Willy Woo on The Archie Podcast Willy is convinced we are in the late stages of the bull market before a downturn. We talk about: - Bitcoin Treasury Co bubble - 4 Year cycles could be over - Bitcoin is now a global macro asset - Investing in Bitcoin start-ups 𝕏: **Partners** GEMINI - Buy Bitcoin 👉 - Gemini is a full-reserve, and highly-regulated cryptocurrency exchange and custodian. DeBiFi - Bitcoin-backed loans 👉 - Use Bitcoin to borrow cash. Flexible conditions and great rates. TIMESTAMPS 1:10 - Baltic Honey Badger 3:00 - Who Is Willy Woo? 6:15 - Are Bitcoin Cycles Over? 11:10 - Halving Effects: Then and Now 13:10 - Institutional Effect on Halvings 16:25 - Bitcoin Treasury Companies 21:25 - The Liquidity of Bitcoin 24:20 - Future Rate Cuts 30:25 - Are We At The End Of The Bitcoin Bull Market 32:30 - Willy Woo Selling All of Bitcoin 37:10 - Free Markets 50:20 - Coinbase Market Domination 54:25 - Bitcoin: Means of Exchange or Store of Value 59:45 - The Lightning Network
1:02:51

💥🎙️"WHY I SOLD MY BITCOIN" - Willy Woo on The Archie Podcast Willy is convinced we are in the late stages of the bull market before a downturn. We talk about: - Bitcoin Treasury Co bubble - 4 Year cycles could be over - Bitcoin is now a global macro asset - Investing in Bitcoin start-ups 𝕏: **Partners** GEMINI - Buy Bitcoin 👉 - Gemini is a full-reserve, and highly-regulated cryptocurrency exchange and custodian. DeBiFi - Bitcoin-backed loans 👉 - Use Bitcoin to borrow cash. Flexible conditions and great rates. TIMESTAMPS 1:10 - Baltic Honey Badger 3:00 - Who Is Willy Woo? 6:15 - Are Bitcoin Cycles Over? 11:10 - Halving Effects: Then and Now 13:10 - Institutional Effect on Halvings 16:25 - Bitcoin Treasury Companies 21:25 - The Liquidity of Bitcoin 24:20 - Future Rate Cuts 30:25 - Are We At The End Of The Bitcoin Bull Market 32:30 - Willy Woo Selling All of Bitcoin 37:10 - Free Markets 50:20 - Coinbase Market Domination 54:25 - Bitcoin: Means of Exchange or Store of Value 59:45 - The Lightning Network

Bitcoin Archive

222,093 просмотров • 11 месяцев назад

WATCH: #Bitcoin Treasuries: We're Just Getting Started We Discuss: ⚡️ Swan’s Series C and treasury deal ⚡️ Leveraged Bitcoin equities ⚡️ Fixed income flows into Bitcoin ⚡️ Corporate Bitcoin adoption strategies Timestamps: 00:00 Swan-Sequans Treasury Partnership 2:45 Bitcoin Treasury Endgame 4:59 Leveraged Bitcoin Equities 6:30 Breaking Down the Strategy 7:30 Ads (Ledger) 8:14 Breaking Down the Strategy 12:07 Unique Arbitrage Opportunities 15:35 Differentiating Good vs Bad Actors 17:55 Fixed Income Opportunity 19:36 When do the Floodgates Open? 22:53 Ads (Ledger) 23:38 When do the Floodgates Open? 25:06 Swan’s Goals 28:33 Crypto Treasury Companies 30:44 Is this Bull Market Different? 32:44 Bitcoin Treasury Doomsday 36:00 Moving Toward Hyperbitcoinization 38:40 Final Thoughts Bitcoin Cory 🦢 Swan.com The Bitcoin Historian Links Below ↓
42:19

WATCH: #Bitcoin Treasuries: We're Just Getting Started We Discuss: ⚡️ Swan’s Series C and treasury deal ⚡️ Leveraged Bitcoin equities ⚡️ Fixed income flows into Bitcoin ⚡️ Corporate Bitcoin adoption strategies Timestamps: 00:00 Swan-Sequans Treasury Partnership 2:45 Bitcoin Treasury Endgame 4:59 Leveraged Bitcoin Equities 6:30 Breaking Down the Strategy 7:30 Ads (Ledger) 8:14 Breaking Down the Strategy 12:07 Unique Arbitrage Opportunities 15:35 Differentiating Good vs Bad Actors 17:55 Fixed Income Opportunity 19:36 When do the Floodgates Open? 22:53 Ads (Ledger) 23:38 When do the Floodgates Open? 25:06 Swan’s Goals 28:33 Crypto Treasury Companies 30:44 Is this Bull Market Different? 32:44 Bitcoin Treasury Doomsday 36:00 Moving Toward Hyperbitcoinization 38:40 Final Thoughts Bitcoin Cory 🦢 Swan.com The Bitcoin Historian Links Below ↓

Supply Shock

18,956 просмотров • 1 год назад

From food empire to building a 10,000 Bitcoin treasury. My interview with the lovely Norma Chu ⤵️ Timecodes: 00:00 Meet Norma Chu, DDC Founder & CEO 2:28 How DayDayCook Began 5:36 Becoming a Cooking Influencer 6:25 Food as a Shared Passion 9:42 Norma Chu Discovers Bitcoin 12:46 Taking a Company Public 19:33 DDC’s Bitcoin Treasury Strategy 22:01 How Much Bitcoin Does DDC Hold? 23:58 Is China Really Anti-Bitcoin? 26:38 Too Many Bitcoin Treasury Companies? 30:00 Why DDC Is Stacking Bitcoin 31:07 Getting More Women Into Bitcoin 33:08 How to Drive Bitcoin Adoption 35:06 Broken Money System Hurts Food
41:04

From food empire to building a 10,000 Bitcoin treasury. My interview with the lovely Norma Chu ⤵️ Timecodes: 00:00 Meet Norma Chu, DDC Founder & CEO 2:28 How DayDayCook Began 5:36 Becoming a Cooking Influencer 6:25 Food as a Shared Passion 9:42 Norma Chu Discovers Bitcoin 12:46 Taking a Company Public 19:33 DDC’s Bitcoin Treasury Strategy 22:01 How Much Bitcoin Does DDC Hold? 23:58 Is China Really Anti-Bitcoin? 26:38 Too Many Bitcoin Treasury Companies? 30:00 Why DDC Is Stacking Bitcoin 31:07 Getting More Women Into Bitcoin 33:08 How to Drive Bitcoin Adoption 35:06 Broken Money System Hurts Food

Natalie Brunell ⚡️

1,030,823 просмотров • 11 месяцев назад

What if everyone is measuring $MSTR wrong? In this conversation with Adrian Morris, founding member of True North (True North), we challenge some of the biggest assumptions in the Bitcoin Treasury space: • Why mNAV is really a sentiment metric • Why Bitcoin per share isn't a valuation metric • Why Strategy shouldn't defend its mNAV • The real story behind Strategy selling 32 $BTC • Why $STRC and $SATA may evolve very differently than investors expect • Why AI is attracting some of Bitcoin's capital One of the most thought-provoking $MSTR conversations we've had. If Adrian is right, investors may be looking at $MSTR completely wrong. $MSTR $ASST $MPJPY 00:00 Adrian Morris' Bitcoin Journey & Why He Bought MSTR 05:02 The Real Meaning of mNAV (Market Sentiment) 10:10 Why Bitcoin Treasury mNAVs Eventually Collapse 11:22 Should Bitcoin Treasury Companies Defend Their mNAV? 15:56 The Fatal Flaw in mNAV Buybacks 17:57 Why Strategy Should NOT Sell Bitcoin to Buy Back Shares 20:15 Why Did Strategy Sell 32 Bitcoin? 23:55 MSTR Myths, Margin Calls & X Misinformation 25:38 Why Bitcoin Per Share May Be Misleading Investors 31:09 The Endgame for Bitcoin Treasury Companies 34:42 The Future: REITs, Options & Bitcoin Financial Products 36:46 STRC, SATA & Bitcoin Preferred Shares Explained 41:22 Does STRC Guidance Even Matter? 43:12 Why SATA Outperformed STRC 45:42 Daily Dividends: Innovation or Hype? 48:30 Will STRC & SATA Eventually Cut Dividends? 54:54 Is AI Stealing Capital From Bitcoin? 01:00:51 Can Bitcoin Become AI's Security Layer? 01:03:56 Adrian's Message to Bitcoin Investors Watch the full episode 👇
1:05:21

What if everyone is measuring $MSTR wrong? In this conversation with Adrian Morris, founding member of True North (True North), we challenge some of the biggest assumptions in the Bitcoin Treasury space: • Why mNAV is really a sentiment metric • Why Bitcoin per share isn't a valuation metric • Why Strategy shouldn't defend its mNAV • The real story behind Strategy selling 32 $BTC • Why $STRC and $SATA may evolve very differently than investors expect • Why AI is attracting some of Bitcoin's capital One of the most thought-provoking $MSTR conversations we've had. If Adrian is right, investors may be looking at $MSTR completely wrong. $MSTR $ASST $MPJPY 00:00 Adrian Morris' Bitcoin Journey & Why He Bought MSTR 05:02 The Real Meaning of mNAV (Market Sentiment) 10:10 Why Bitcoin Treasury mNAVs Eventually Collapse 11:22 Should Bitcoin Treasury Companies Defend Their mNAV? 15:56 The Fatal Flaw in mNAV Buybacks 17:57 Why Strategy Should NOT Sell Bitcoin to Buy Back Shares 20:15 Why Did Strategy Sell 32 Bitcoin? 23:55 MSTR Myths, Margin Calls & X Misinformation 25:38 Why Bitcoin Per Share May Be Misleading Investors 31:09 The Endgame for Bitcoin Treasury Companies 34:42 The Future: REITs, Options & Bitcoin Financial Products 36:46 STRC, SATA & Bitcoin Preferred Shares Explained 41:22 Does STRC Guidance Even Matter? 43:12 Why SATA Outperformed STRC 45:42 Daily Dividends: Innovation or Hype? 48:30 Will STRC & SATA Eventually Cut Dividends? 54:54 Is AI Stealing Capital From Bitcoin? 01:00:51 Can Bitcoin Become AI's Security Layer? 01:03:56 Adrian's Message to Bitcoin Investors Watch the full episode 👇

One Chair

44,606 просмотров • 1 месяц назад

💥📺 Dr ADAM BACK on the ARCHIE PODCAST - Why many OG cypherpunks totally missed Bitcoin - Bitcoin's elegance and trying to improve it - Bitcoin Treasury cos and institutional adoption We went deep, and covered Adam's history in Bitcoin, why he went away (and returned!), the cultural evolution of Bitcoin, and so much more. Adam on 𝕏: Adam Back Website: Blockstream: SPONSORS GEMINI - Buy Bitcoin 👉 Gemini is a full-reserve, and highly-regulated cryptocurrency exchange and custodian. DeBiFi - Bitcoin-backed loans 👉 Use Bitcoin to borrow cash. Flexible conditions and great rates. TIME STAMPS 0:50 - Cypherpunk Early Days 6:33 - Who Were the Cypherpunks? 11:30 - Spam Filters 19:00 - Comparing Bitcoin Culture, Then and Now 22:36 - Making a Change 25:06 - Adam Back's PHD 26:30 - Cypherpunk Inventions 29:00 - Bitcoin Predecessors 35:47 - The Elegance of Bitcoin 44:28 - Finding Solutions 53:14 - The Bitcoin White Paper 55:52 - Early Interest in Bitcoin 1:06:45 - Bitcoin Aversion 1:10:48 - Waiting For the Dip 1:13:46 - Day Trading 1:17:33 - Trading bitcoin 1:21:23 - Trading Bitcoin Cycles 1:29:53 - Shrinking Bitcoin Reserves 1:34:06 - Increasing Institutional Bitcoin Support 1:38:22 - Bitcoin Treasury Companies 1:39:33 - Proof of Reserves 1:45:24 - MicroStrategy 2:07:27 - FUD 2:13:34 - Bitcoin Price Predictions
2:19:19

💥📺 Dr ADAM BACK on the ARCHIE PODCAST - Why many OG cypherpunks totally missed Bitcoin - Bitcoin's elegance and trying to improve it - Bitcoin Treasury cos and institutional adoption We went deep, and covered Adam's history in Bitcoin, why he went away (and returned!), the cultural evolution of Bitcoin, and so much more. Adam on 𝕏: Adam Back Website: Blockstream: SPONSORS GEMINI - Buy Bitcoin 👉 Gemini is a full-reserve, and highly-regulated cryptocurrency exchange and custodian. DeBiFi - Bitcoin-backed loans 👉 Use Bitcoin to borrow cash. Flexible conditions and great rates. TIME STAMPS 0:50 - Cypherpunk Early Days 6:33 - Who Were the Cypherpunks? 11:30 - Spam Filters 19:00 - Comparing Bitcoin Culture, Then and Now 22:36 - Making a Change 25:06 - Adam Back's PHD 26:30 - Cypherpunk Inventions 29:00 - Bitcoin Predecessors 35:47 - The Elegance of Bitcoin 44:28 - Finding Solutions 53:14 - The Bitcoin White Paper 55:52 - Early Interest in Bitcoin 1:06:45 - Bitcoin Aversion 1:10:48 - Waiting For the Dip 1:13:46 - Day Trading 1:17:33 - Trading bitcoin 1:21:23 - Trading Bitcoin Cycles 1:29:53 - Shrinking Bitcoin Reserves 1:34:06 - Increasing Institutional Bitcoin Support 1:38:22 - Bitcoin Treasury Companies 1:39:33 - Proof of Reserves 1:45:24 - MicroStrategy 2:07:27 - FUD 2:13:34 - Bitcoin Price Predictions

Bitcoin Archive

215,709 просмотров • 11 месяцев назад

On Bloomberg TV: I explain $STRK, $STRF, $STRD, the risk of shorting $MSTR, the rise of Bitcoin Treasury Companies, our 100% BTC Strategy, debunk Quantum FUD, and show why AI is bullish for Bitcoin.
20:15

On Bloomberg TV: I explain $STRK, $STRF, $STRD, the risk of shorting $MSTR, the rise of Bitcoin Treasury Companies, our 100% BTC Strategy, debunk Quantum FUD, and show why AI is bullish for Bitcoin.

Michael Saylor

1,308,104 просмотров • 1 год назад