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How a Gen2 Treasury OS like Eric Jackson is different from a Gen1 Treasury Balance Sheet company

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Eric Jackson

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46,093 次观看 • 7 个月前 •via X (Twitter)

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EMJX is not a passive treasury. It’s a Gen2 treasury operating system.
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EMJX is not a passive treasury. It’s a Gen2 treasury operating system.

Eric Jackson

92,440 次观看 • 8 个月前

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

21,481 次观看 • 1 个月前

The U.S. debt crisis demands a liquidity injection, and the Fed is the last buyer of resort. With trust in treasury bonds fading, a balance sheet expansion seems inevitable. March 19 FOMC is the key date - if the Fed pivots, liquidity will surge. Track the balance sheet as a reversal is on the horizon.
1:19

The U.S. debt crisis demands a liquidity injection, and the Fed is the last buyer of resort. With trust in treasury bonds fading, a balance sheet expansion seems inevitable. March 19 FOMC is the key date - if the Fed pivots, liquidity will surge. Track the balance sheet as a reversal is on the horizon.

VirtualBacon

71,797 次观看 • 1 年前

"We now have additional companies coming out and saying we’re going to put #Bitcoin on our balance sheet as a strategic treasury asset." - Bill Miller
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"We now have additional companies coming out and saying we’re going to put #Bitcoin on our balance sheet as a strategic treasury asset." - Bill Miller

Michael Saylor

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Bitcoin's Crash Is Putting Crypto Treasury Stocks To The Test A wave of companies embraced Michael Saylor’s bitcoin playbook in 2025. But with prices plummeting, investors are now sorting bargains from balance-sheet traps. Read more:
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Bitcoin's Crash Is Putting Crypto Treasury Stocks To The Test A wave of companies embraced Michael Saylor’s bitcoin playbook in 2025. But with prices plummeting, investors are now sorting bargains from balance-sheet traps. Read more:

Forbes

17,551 次观看 • 5 个月前

“If I was designing a Bitcoin Treasury company from a clean sheet of paper, the company would consist of One common equity, One monthly or semi-monthly variable preferred equity, and a BIG stack of Bitcoin & NOTHING else” -Michael Saylor 😏
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“If I was designing a Bitcoin Treasury company from a clean sheet of paper, the company would consist of One common equity, One monthly or semi-monthly variable preferred equity, and a BIG stack of Bitcoin & NOTHING else” -Michael Saylor 😏

Jeff Walton

43,905 次观看 • 3 个月前

#Bitcoin offers an asset superior to sovereign debt, enabling a new approach to treasury management that promises to eliminate dysfunctional balance sheet practices and revolutionize corporate finance.
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#Bitcoin offers an asset superior to sovereign debt, enabling a new approach to treasury management that promises to eliminate dysfunctional balance sheet practices and revolutionize corporate finance.

Michael Saylor

383,883 次观看 • 2 年前

What’s the best idea 💡 for a Bitcoin Treasury Company?
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What’s the best idea 💡 for a Bitcoin Treasury Company?

Tim Kotzman

93,761 次观看 • 9 个月前

Bitcoin treasury companies with amplification can outperform Bitcoin over time. Here's a brief explainer of Amplified Bitcoin: - what it means - balance sheet mechanics - the one key metric to watch
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Bitcoin treasury companies with amplification can outperform Bitcoin over time. Here's a brief explainer of Amplified Bitcoin: - what it means - balance sheet mechanics - the one key metric to watch

Jesse Myers

19,133 次观看 • 10 天前

"All the bluster about shrinking the Fed's balance sheet is questionable. Someone's going to have to eat treasury issuance. My spoiler alert: the Fed will ultimately be the final backstop." - John Arnold We discuss: ⚡ Kevin Warsh ⚡ Fed Balance Sheet ⚡ QE By Another Name
27:31

"All the bluster about shrinking the Fed's balance sheet is questionable. Someone's going to have to eat treasury issuance. My spoiler alert: the Fed will ultimately be the final backstop." - John Arnold We discuss: ⚡ Kevin Warsh ⚡ Fed Balance Sheet ⚡ QE By Another Name

TFTC

16,419 次观看 • 6 个月前

Strategy's Michael Saylor said, "The killer application for a #Bitcoin treasury company is to issue digital credit." 🔥
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Strategy's Michael Saylor said, "The killer application for a #Bitcoin treasury company is to issue digital credit." 🔥

BitcoinTreasuries.NET

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How to analyze a balance sheet, fast:
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How to analyze a balance sheet, fast:

Brian Feroldi

54,912 次观看 • 1 年前

A liberal judge in New York just banned the Secretary of the Treasury from accessing The US Treasury.
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A liberal judge in New York just banned the Secretary of the Treasury from accessing The US Treasury.

Joe Redden | The Older Millennial

501,619 次观看 • 1 年前

📹 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
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📹 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 次观看 • 1 年前

🔥THIS SHOULD BE HUGE NEWS IN THE SILVER COMMUNITY - THIS IS THE BEGINNING OF A TREND‼️ 🎇SILVER AS A TREASURY HOLDING IS A GAME CHANGER 💥2 years into the Bitcoin Treasury concept, & a company is buying SILVER. THE ICE HAS BEEN BROKEN‼️
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🔥THIS SHOULD BE HUGE NEWS IN THE SILVER COMMUNITY - THIS IS THE BEGINNING OF A TREND‼️ 🎇SILVER AS A TREASURY HOLDING IS A GAME CHANGER 💥2 years into the Bitcoin Treasury concept, & a company is buying SILVER. THE ICE HAS BEEN BROKEN‼️

SilverTrade

37,320 次观看 • 3 个月前

ARTHUR HAYES: "The US Treasury is not going to spend less money, Donald Trump is not talking about how he is going to reduce spending... it's all about wartime spending." "All of this talk about the Fed shrinking its balance sheet makes no sense because the politicians and the Treasury that funds them is continuously increasing the amount of debt." "I believe Bitcoin is going HIGHER." 🚀
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ARTHUR HAYES: "The US Treasury is not going to spend less money, Donald Trump is not talking about how he is going to reduce spending... it's all about wartime spending." "All of this talk about the Fed shrinking its balance sheet makes no sense because the politicians and the Treasury that funds them is continuously increasing the amount of debt." "I believe Bitcoin is going HIGHER." 🚀

Simply Bitcoin

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Treasury Bonds Investments. One of the best strategies of Bond Investments is how to balance cashflow coupon payments and principal maturities vs maximizing return (yield) And Treasury Bond laddering is your best answer for those with more money to invest. #Treasurybonds
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Treasury Bonds Investments. One of the best strategies of Bond Investments is how to balance cashflow coupon payments and principal maturities vs maximizing return (yield) And Treasury Bond laddering is your best answer for those with more money to invest. #Treasurybonds

Kakande Alex

18,322 次观看 • 1 年前