Загрузка видео...

Не удалось загрузить видео

На главную

Bitcoin Treasury Company valuation is complex and controversial. I presented a factor-driven approach at The Space Bitcoin Financial Services Summit last week. Thank you Wyatt O'Rourke and @guess_jordan for hosting! Let me know what you think!

BitcoinPierre's profile picture

Pierre Rochard

104,948 subscribers

54,628 просмотров • 11 месяцев назад •via X (Twitter)

Финансы
LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

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
1:07:50

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

104,225 просмотров • 3 месяцев назад

📹 WATCH: Israel Salmen, Chairman at Méliuz Bitcoin, explains how the company became Latin America’s first #Bitcoin Treasury company. Méliuz IPO’d in 2020, pivoted to a #Bitcoin treasury strategy in 2024, and now holds 320 BTC with a 600% BTC Yield last quarter. 📍Bitcoin For Corporations Symposium | #Bitcoin2025
7:39

📹 WATCH: Israel Salmen, Chairman at Méliuz Bitcoin, explains how the company became Latin America’s first #Bitcoin Treasury company. Méliuz IPO’d in 2020, pivoted to a #Bitcoin treasury strategy in 2024, and now holds 320 BTC with a 600% BTC Yield last quarter. 📍Bitcoin For Corporations Symposium | #Bitcoin2025

Bitcoin For Corporations

34,737 просмотров • 1 год назад

So, why did the Winklevoss twins launch cypherpunk - the first Zcash Treasury Company? Why are they bullish on Zcash 🛡️? Can Bitcoin and Zcash coexist? I caught up with Tyler Winklevoss and Cameron Winklevoss last week for Cointelegraph - here's everything they said about Zcash 👇 "We're huge fans of Bitcoin. We're hodlers, of course, and also huge fans of Zcash, which we view as encrypted Bitcoin." "Bitcoin is where you store your value and Zcash is where you transact or spend your value. And so we launched a DAT, a treasury company for Zcash, but it's really dedicated to privacy and self-sovereignty to help mainstream these ideas. The catalyst for Bitcoin was the financial crisis of 2008. And the catalyst for privacy is the dawn of the age of AI." You can find the full interview on Cointelegraph YT channel below 👇
6:04

So, why did the Winklevoss twins launch cypherpunk - the first Zcash Treasury Company? Why are they bullish on Zcash 🛡️? Can Bitcoin and Zcash coexist? I caught up with Tyler Winklevoss and Cameron Winklevoss last week for Cointelegraph - here's everything they said about Zcash 👇 "We're huge fans of Bitcoin. We're hodlers, of course, and also huge fans of Zcash, which we view as encrypted Bitcoin." "Bitcoin is where you store your value and Zcash is where you transact or spend your value. And so we launched a DAT, a treasury company for Zcash, but it's really dedicated to privacy and self-sovereignty to help mainstream these ideas. The catalyst for Bitcoin was the financial crisis of 2008. And the catalyst for privacy is the dawn of the age of AI." You can find the full interview on Cointelegraph YT channel below 👇

Gareth Jenkinson

118,631 просмотров • 11 месяцев 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 Tim Kotzman We talk about the origin story of , 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
57:23

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 Tim Kotzman We talk about the origin story of , 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

Natalie Brunell ⚡️

123,426 просмотров • 1 год назад

Strive has the best-in-class team in the Bitcoin treasury space. Our business is asset management and we have a deep bench of talent from across financial services. This Alpha Sat Stacking Team will aim to generate alpha for $ASST shareholders through our Bitcoin strategy.
1:17

Strive has the best-in-class team in the Bitcoin treasury space. Our business is asset management and we have a deep bench of talent from across financial services. This Alpha Sat Stacking Team will aim to generate alpha for $ASST shareholders through our Bitcoin strategy.

Ben Pham

41,133 просмотров • 1 год назад

Happy 60th Birthday, Michael! 🎉 Thank you for everything you’ve done for the Bitcoin space. Can’t wait to see what you do next! A look back at the last five years…
4:58

Happy 60th Birthday, Michael! 🎉 Thank you for everything you’ve done for the Bitcoin space. Can’t wait to see what you do next! A look back at the last five years…

Neil Jacobs

33,837 просмотров • 1 год назад

Alright~ Here is the Audio and Freebie for the weak... i mean week~ It is a little experimental so let me know what you think ♡
2:33

Alright~ Here is the Audio and Freebie for the weak... i mean week~ It is a little experimental so let me know what you think ♡

Kessy 2DFD 💋🫧

11,664 просмотров • 1 месяц назад

What does the dream Bitcoin company look like? Today you have: - High profits, low Bitcoin conviction (crypto companies) - High conviction, low operating income (treasury cos) I want to build a Bitcoin company that executes the best of both worlds. That’s my vision for $XXI.
4:00

What does the dream Bitcoin company look like? Today you have: - High profits, low Bitcoin conviction (crypto companies) - High conviction, low operating income (treasury cos) I want to build a Bitcoin company that executes the best of both worlds. That’s my vision for $XXI.

Jack Mallers

69,115 просмотров • 5 месяцев назад

2026 is the year decentralized and traditional finance converge around Bitcoin. This week at Strategy World, Morgan Stanley announced a full-stack of Bitcoin services — exchange, custody, lending, and yield. Bitcoin is for everyone.
26:17

2026 is the year decentralized and traditional finance converge around Bitcoin. This week at Strategy World, Morgan Stanley announced a full-stack of Bitcoin services — exchange, custody, lending, and yield. Bitcoin is for everyone.

Phong Le

123,578 просмотров • 7 месяцев назад

Come join us for the Bitcoin Financial Services Summit High signal and great times is what we are all about -Star studded speaker line up -Golf -Bourbon & Wine Tasting -Networking See you on the front range 🫡
0:30

Come join us for the Bitcoin Financial Services Summit High signal and great times is what we are all about -Star studded speaker line up -Golf -Bourbon & Wine Tasting -Networking See you on the front range 🫡

The Space

10,164 просмотров • 1 год назад

Thank you for joining us this week and to everyone that has picked up a copy of #TheCaseForAmerica thank you! Let me know what you think -- if you are in the Vero Beach area come by and see me tomorrow VeroBeachBookCenter!
2:02

Thank you for joining us this week and to everyone that has picked up a copy of #TheCaseForAmerica thank you! Let me know what you think -- if you are in the Vero Beach area come by and see me tomorrow VeroBeachBookCenter!

Bret Baier

16,864 просмотров • 5 месяцев назад

"There's 6% of the world's value in the UK, 9% of global equities, 10% of the world's money... I think it makes it the perfect jurisdiction to repeat the Strategy playbook of what a Bitcoin treasury company can be." The UK asset landscape presented at the Bitcoin Treasuries Unconference UK by Jesse Myres, Head of Bitcoin Strategy at The Smarter Web Company. Jesse Myers LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
10:00

"There's 6% of the world's value in the UK, 9% of global equities, 10% of the world's money... I think it makes it the perfect jurisdiction to repeat the Strategy playbook of what a Bitcoin treasury company can be." The UK asset landscape presented at the Bitcoin Treasuries Unconference UK by Jesse Myres, Head of Bitcoin Strategy at The Smarter Web Company. Jesse Myers LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8

The Smarter Web Company

10,170 просмотров • 4 месяцев назад

BITCOIN DOESN'T NEED ANYONE. Not Saylor. Not Bitcoin Treasury Comapnies. Not Blackrock. Not Governments. Bitcoin is the apex predator. It is the zero to one event. The invention of the wheel. Know what you own and tell the world to GFY.
2:08

BITCOIN DOESN'T NEED ANYONE. Not Saylor. Not Bitcoin Treasury Comapnies. Not Blackrock. Not Governments. Bitcoin is the apex predator. It is the zero to one event. The invention of the wheel. Know what you own and tell the world to GFY.

George Bodine

23,859 просмотров • 9 месяцев назад

AT LONG LAST: the new studio background is here! Let me know what you think!
0:21

AT LONG LAST: the new studio background is here! Let me know what you think!

Adam Taggart

18,905 просмотров • 2 лет назад

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
38:38

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

26,345 просмотров • 3 месяцев назад