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For corporate CFOs and Treasurers, this is a compelling discussion on capital allocation strategy. Ben Hunnewell, CFO of Prevalon Energy — a leader in off-grid AI data center infrastructure — explains why they made an eight-figure investment in $STRC.

Phong Le

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79,646 次观看 • 5 个月前 •via X (Twitter)

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I met Ben Hunnewell at Strategy's conference and couldn't stop talking to him. He once thought $STRC was "too good to be true." Now he calls it pivotal and made Prevalon Energy the first company to hold it. We get into STRC, Strategy, Strive, $SATA and what Bitcoin critics get wrong. Plus, he teaches me about his expertise: battery energy storage systems, AI data center power consumption and more. TIMESTAMPS: 00:00 Who is Ben Hunnewell of Prevalon Energy? 1:37 Turning a Bitcoin Skeptic Into a Believer 4:01 Why Own STRC? 10:41 Tracking Strive $ASST & SATA’s Revolutionary Daily Dividend Move 12:28 Why Are Daily Dividends a Big Deal? 13:33 Strategy STRC Dividends 18:13 Navigating Market Stress Events 19:49 Why People Love or Hate Strategy 23:11 Upgrading Corporate Credit Ratings 26:40 Battery Energy Storage Systems 30:44 Facts vs. Propaganda 35:35 Bitcoin Mining Using Waste Heat Energy 36:57 Smart vs. Unintelligent Green Transitions 40:11 Peak Shaving & Power Grid Arbitrage Operations 44:04 Best Way to Power the Future 47:55 AI Capex Growth: Is This a .com Bubble Replay? 51:54 China's Rare Earth Processing Monopoly 56:54 Hard Realities Facing Average Americans

I met Ben Hunnewell at Strategy's conference and couldn't stop talking to him. He once thought $STRC was "too good to be true." Now he calls it pivotal and made Prevalon Energy the first company to hold it. We get into STRC, Strategy, Strive, $SATA and what Bitcoin critics get wrong. Plus, he teaches me about his expertise: battery energy storage systems, AI data center power consumption and more. TIMESTAMPS: 00:00 Who is Ben Hunnewell of Prevalon Energy? 1:37 Turning a Bitcoin Skeptic Into a Believer 4:01 Why Own STRC? 10:41 Tracking Strive $ASST & SATA’s Revolutionary Daily Dividend Move 12:28 Why Are Daily Dividends a Big Deal? 13:33 Strategy STRC Dividends 18:13 Navigating Market Stress Events 19:49 Why People Love or Hate Strategy 23:11 Upgrading Corporate Credit Ratings 26:40 Battery Energy Storage Systems 30:44 Facts vs. Propaganda 35:35 Bitcoin Mining Using Waste Heat Energy 36:57 Smart vs. Unintelligent Green Transitions 40:11 Peak Shaving & Power Grid Arbitrage Operations 44:04 Best Way to Power the Future 47:55 AI Capex Growth: Is This a .com Bubble Replay? 51:54 China's Rare Earth Processing Monopoly 56:54 Hard Realities Facing Average Americans

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$MSTR “I have an idea for $30 trillion.” “We have $60 billion of capital. We could buy anything.” - Michael Saylor $STRC is the multi-trillion-dollar idea. It’s the product Strategy is here to build. It’s also why investing in this company requires a genuinely long time horizon. $STRC has already attracted over $10 billion of capital, but if management is right, it’s still in the very early stages of its journey. Each year of consistent execution, each expansion into the credit markets, and each disciplined capital allocation decision strengthens the structure. As long as the company remains focused on accumulating Bitcoin and strengthening digital credit, I don’t believe there is a more compelling idea for management to pursue. This is the strategy. This is the multi-trillion-dollar bet. This is what you’re ultimately investing in. Mission Strategy. $BTC $MSTR $STRC

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