Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Michael Saylor on Real Vision: The interview that started it all for many in 2020. One of the most viewed interviews of all time and likely the first to explain the reason behind the wave of Bitcoin treasury companies... Enjoy! 00:00 Intro 05:00 Michael Saylor’s MIT roots & Air...

RaoulGMI's profile picture

Raoul Pal

1,338,613 subscribers

740,274 görüntüleme • 1 yıl önce •via X (Twitter)

EğitimFinans
LIVE

Anya Rossi• Live Now

Private livecam show

11 Yorum

Paul Guerra profil fotoğrafı
Paul Guerra1 yıl önce

@saylor Bitcoin as pristine collateral—this has aged beautifully 🤌

Mobile Scanner profil fotoğrafı
Mobile Scanner1 yıl önce

Scan any documents, convert images into text, PDF files, etc. 👍

Dragnipur.sui「🦑」🦭/acc profil fotoğrafı
Dragnipur.sui「🦑」🦭/acc1 yıl önce

@saylor But does he know that BTCfi is happening on Sui?

Peif 2.0 profil fotoğrafı
Peif 2.01 yıl önce

@saylor Great! Thanks for sharing!

NavD., MD profil fotoğrafı
NavD., MD1 yıl önce

@saylor As some differences may remain between you two regarding the asset class as a whole, a 1000 hrs later I think your fundamental beliefs behind BTC and decentralization still align in the broadest sense.. But we NEED a Part II in 2025 or 2026. The world thanks you ahead of time.

Guby Jawanda profil fotoğrafı
Guby Jawanda1 yıl önce

@saylor Raoul could you clarify your view on SOL..not sure worth holding anymore plus you've moved 70% to SUI but we're previously very big on SOL...

CryptoWhisper | 🥷 100x Gem Hunter profil fotoğrafı
CryptoWhisper | 🥷 100x Gem Hunter1 yıl önce

@saylor Saylor's insights change the game for treasury management. What impact do you think this has on future companies?

KT 💜 Kraken profil fotoğrafı
KT 💜 Kraken1 yıl önce

@saylor Bitcoin

Frank Grimez profil fotoğrafı
Frank Grimez1 yıl önce

@saylor So true! This interview set me on the path of BTC and crypto

Chopin profil fotoğrafı
Chopin1 yıl önce

@saylor I still remember where I was when I first heard this interview 😎👌🏼

Made Figures profil fotoğrafı
Made Figures1 yıl önce

@saylor On it!👀

Benzer Videolar

Who Hijacked Bitcoin? Steve Patterson and Aaron Day on DarkHorse 00:00:00 Bitcoin: The Questions That Matter 00:03:01 Sponsor: Helix 00:05:26 The Purpose of Bitcoin 00:10:52 Digital Cash 00:18:38 The Reality of Bitcoin Transactions Today 00:27:22 Sponsor: ARMRA 00:29:46 The History of Bitcoin 00:42:14 Preempting the Bitcoin Experts 00:50:20 Bitcoin History: Two Camps Emerge 00:59:57 Bitcoin History: The Mainstream Phase 01:01:59 Bitcoin Corruption: New Information from the Epstein Files 01:04:35 Government Crackdown on Crypto 01:13:25 Is Bitcoin Really Decentralized? 01:35:16 The Connection to Howard Lutnick 01:44:41 CBDCs Should Be Top of Mind 01:45:54 The Coming Financial Collapse 01:47:13 Do We Already Have a Backdoor CBDC? 01:51:44 Tokens and The Great Taking 01:56:38 The Technocracy Movement 02:00:30 Digital Currency Naivety 02:11:32 Morality as a Constraint 02:21:43 Rights as an Irritant to Power 02:23:50 Protecting Yourself 02:25:51 Fighting Back
2:42:55

Who Hijacked Bitcoin? Steve Patterson and Aaron Day on DarkHorse 00:00:00 Bitcoin: The Questions That Matter 00:03:01 Sponsor: Helix 00:05:26 The Purpose of Bitcoin 00:10:52 Digital Cash 00:18:38 The Reality of Bitcoin Transactions Today 00:27:22 Sponsor: ARMRA 00:29:46 The History of Bitcoin 00:42:14 Preempting the Bitcoin Experts 00:50:20 Bitcoin History: Two Camps Emerge 00:59:57 Bitcoin History: The Mainstream Phase 01:01:59 Bitcoin Corruption: New Information from the Epstein Files 01:04:35 Government Crackdown on Crypto 01:13:25 Is Bitcoin Really Decentralized? 01:35:16 The Connection to Howard Lutnick 01:44:41 CBDCs Should Be Top of Mind 01:45:54 The Coming Financial Collapse 01:47:13 Do We Already Have a Backdoor CBDC? 01:51:44 Tokens and The Great Taking 01:56:38 The Technocracy Movement 02:00:30 Digital Currency Naivety 02:11:32 Morality as a Constraint 02:21:43 Rights as an Irritant to Power 02:23:50 Protecting Yourself 02:25:51 Fighting Back

The DarkHorse Podcast

88,738 görüntüleme • 3 ay önce

NEW - The Bitcoin For Corporations Show Ep. 9 w/ Pierre Rochard 🔶 Real Estate Magnate Elias Sacal//Murano: Bitcoin Obsoletes Real Estate as a Store of Value 🏠 Why the Murano (NASDAQ: MRNO) ($MRNO) CEO is pivoting to a BTC-first capital strategy 👇 00:00 – Intro 01:00 – Weekly Bitcoin treasury news & BFC member updates 02:00 – Introducing Elias Sacal of Grupo Murano 06:00 – Elias' real estate background and path to Bitcoin 09:00 – How Bitcoin unlocks financing for real estate 12:00 – Collateral dynamics: depreciation vs. appreciation 15:00 – Bitcoin vs credit cards and FX costs in property 16:30 – Saylor’s approach to perpetual capital and leverage 23:00 – Real estate’s monetization and the pivot to Bitcoin 28:00 – Why Bitcoin investment could lead to lower rents 29:20 – Explaining sale-leaseback in real estate + BTC context 33:00 – Comparing trophy assets and Bitcoin 36:00 – Internal communication and long-term BTC vision 37:30 – Bitcoin adoption across Latin America 39:00 – Bitcoin ATMs, LATAM usage, and final thoughts 🔗 YouTube: 🔗 Rumble: 🔗 Spotify:
40:22

NEW - The Bitcoin For Corporations Show Ep. 9 w/ Pierre Rochard 🔶 Real Estate Magnate Elias Sacal//Murano: Bitcoin Obsoletes Real Estate as a Store of Value 🏠 Why the Murano (NASDAQ: MRNO) ($MRNO) CEO is pivoting to a BTC-first capital strategy 👇 00:00 – Intro 01:00 – Weekly Bitcoin treasury news & BFC member updates 02:00 – Introducing Elias Sacal of Grupo Murano 06:00 – Elias' real estate background and path to Bitcoin 09:00 – How Bitcoin unlocks financing for real estate 12:00 – Collateral dynamics: depreciation vs. appreciation 15:00 – Bitcoin vs credit cards and FX costs in property 16:30 – Saylor’s approach to perpetual capital and leverage 23:00 – Real estate’s monetization and the pivot to Bitcoin 28:00 – Why Bitcoin investment could lead to lower rents 29:20 – Explaining sale-leaseback in real estate + BTC context 33:00 – Comparing trophy assets and Bitcoin 36:00 – Internal communication and long-term BTC vision 37:30 – Bitcoin adoption across Latin America 39:00 – Bitcoin ATMs, LATAM usage, and final thoughts 🔗 YouTube: 🔗 Rumble: 🔗 Spotify:

Bitcoin Magazine

288,134 görüntüleme • 11 ay önce

📺 The Bitcoin For Corporations Show Episode 6 now live — hosted by Pierre Rochard Alex Thorn, Head of Research at Galaxy, joins for a deep dive on the rise of Bitcoin treasury companies—and the challenges ahead. From Michael Saylor’s unmatched playbook to the “great filter” facing new entrants, this is essential viewing for execs navigating #Bitcoin strategy. 00:00 — Pierre Rochard & Alex Thorn at BPI Summit 01:45 — BTC treasury wave emerges 04:10 — Buybacks, BTC, & shifting capital allocation 06:00 — Why miners are becoming treasury companies 09:00 — Financial engineering behind Strategy 11:00 — Can anyone replicate Strategy’s model? 12:30 — The coming saturation of BTC strategies 14:00 — Why Bitcoin isn’t just another commodity 15:30 — IPO windows & reverse mergers 16:15 — Where we are in the 2025 market cycle 17:30 — Long-term holders anchoring the cycle 21:15 — Final thoughts: retail is still sleeping
22:31

📺 The Bitcoin For Corporations Show Episode 6 now live — hosted by Pierre Rochard Alex Thorn, Head of Research at Galaxy, joins for a deep dive on the rise of Bitcoin treasury companies—and the challenges ahead. From Michael Saylor’s unmatched playbook to the “great filter” facing new entrants, this is essential viewing for execs navigating #Bitcoin strategy. 00:00 — Pierre Rochard & Alex Thorn at BPI Summit 01:45 — BTC treasury wave emerges 04:10 — Buybacks, BTC, & shifting capital allocation 06:00 — Why miners are becoming treasury companies 09:00 — Financial engineering behind Strategy 11:00 — Can anyone replicate Strategy’s model? 12:30 — The coming saturation of BTC strategies 14:00 — Why Bitcoin isn’t just another commodity 15:30 — IPO windows & reverse mergers 16:15 — Where we are in the 2025 market cycle 17:30 — Long-term holders anchoring the cycle 21:15 — Final thoughts: retail is still sleeping

Bitcoin For Corporations

52,827 görüntüleme • 1 yıl önce

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 👇
1:05:54

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 👇

One Chair

26,877 görüntüleme • 1 ay önce

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
23:58

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

The Wolf Of All Streets

44,629 görüntüleme • 4 ay önce

LIVE NOW - Michael Salor’s Master Plan: "Fix the Money, Fix the World." Bitcoin to $21M. Strategy as a digital credit machine. An “8% bank account” for a billion people. Michael Michael Saylor joins Bankless for the first time to unpack: - Bitcoin becomes digital capital - Strategy’s Bitcoin credit machine - Quantum without panic - A new view on Ethereum - The “fix the money” thesis Enjoy the episode! -------------- TIMESTAMPS 0:00 Intro 1:00 Michael Saylor’s $21M Bitcoin thesis 4:33 What has to go right for Bitcoin to get there 11:00 Has Bitcoin adoption stalled out? 13:20 Why STRC became Strategy’s breakout product 18:05 The pitch behind a Bitcoin-backed money market 21:13 How STRC is engineered to stay stable 27:31 Where the 11.5% yield comes from 36:35 Is Strategy taking too much risk? 46:50 Does Strategy ever stop buying Bitcoin? 58:48 Quantum, panic, and the Bitcoin response 1:16:18 Michael Saylor on Ethereum today 1:25:46 “Fix the money, fix the world” 1:38:39 The crypto reactor and Strategy’s endgame
1:40:50

LIVE NOW - Michael Salor’s Master Plan: "Fix the Money, Fix the World." Bitcoin to $21M. Strategy as a digital credit machine. An “8% bank account” for a billion people. Michael Michael Saylor joins Bankless for the first time to unpack: - Bitcoin becomes digital capital - Strategy’s Bitcoin credit machine - Quantum without panic - A new view on Ethereum - The “fix the money” thesis Enjoy the episode! -------------- TIMESTAMPS 0:00 Intro 1:00 Michael Saylor’s $21M Bitcoin thesis 4:33 What has to go right for Bitcoin to get there 11:00 Has Bitcoin adoption stalled out? 13:20 Why STRC became Strategy’s breakout product 18:05 The pitch behind a Bitcoin-backed money market 21:13 How STRC is engineered to stay stable 27:31 Where the 11.5% yield comes from 36:35 Is Strategy taking too much risk? 46:50 Does Strategy ever stop buying Bitcoin? 58:48 Quantum, panic, and the Bitcoin response 1:16:18 Michael Saylor on Ethereum today 1:25:46 “Fix the money, fix the world” 1:38:39 The crypto reactor and Strategy’s endgame

Bankless

516,884 görüntüleme • 2 ay önce

New episode with Tyler Evans & Josh Solesbury out now! We discuss: - Michael Saylor's Bitcoin strategy - The Bitcoin treasury playbook - Structuring a crypto treasury deal - PoW vs PoS assets - NAV/premium - What are the risks & more! Timestamps: 00:00: Intro 02:00 The Microstrategy Playbook 14:05 Ads (ZKSync, Marinade) 16:02 Does Narrative Matter For This Strategy? 19:33 NAV/Premium 23:15 What Assets Are Good For This Strategy? 27:51 Ads (ZKSync, Marinade) 29:48 How To Structure A Bitcoin Treasury Company 40:23 What Are The Risks To This Strategy? 47:31 Ads (Falcon x) 48:26 The Treasury Strategy On POS vs POW Assets 56:49 Will All Public Companies Own Bitcoin? 01:01:54 Final Thoughts Links below! ↓
1:03:50

New episode with Tyler Evans & Josh Solesbury out now! We discuss: - Michael Saylor's Bitcoin strategy - The Bitcoin treasury playbook - Structuring a crypto treasury deal - PoW vs PoS assets - NAV/premium - What are the risks & more! Timestamps: 00:00: Intro 02:00 The Microstrategy Playbook 14:05 Ads (ZKSync, Marinade) 16:02 Does Narrative Matter For This Strategy? 19:33 NAV/Premium 23:15 What Assets Are Good For This Strategy? 27:51 Ads (ZKSync, Marinade) 29:48 How To Structure A Bitcoin Treasury Company 40:23 What Are The Risks To This Strategy? 47:31 Ads (Falcon x) 48:26 The Treasury Strategy On POS vs POW Assets 56:49 Will All Public Companies Own Bitcoin? 01:01:54 Final Thoughts Links below! ↓

Empire 🟪

61,431 görüntüleme • 1 yıl önce

📺 The Bitcoin For Corporations Show Episode 7 now live — hosted by Pierre Rochard Jesse Myers (Jesse Myers (Croesus 🔴)), Bitcoin Strategy Advisor at UTXO Management, breaks down the #Bitcoin treasury company model—and why firms like Strategy, MetaPlanet, and The Smarter Web Company may soon rival sovereigns. From intelligent leverage to perpetual preferreds, this episode unpacks the tools, trends, and tactics reshaping corporate finance in the #Bitcoin era. 00:00 – The Bitcoin treasury company model 01:20 – Jesse Myers' Bitcoin origin story 04:30 – Keynesian education vs. Bitcoin adoption 09:00 – Why institutions were late to Bitcoin 12:00 – What separates Strategy and MetaPlanet 16:00 – Corporate adoption tipping point 20:30 – Why Bitcoin is better than bonds 24:00 – Equity issuance vs. leverage 27:00 – Corporate balance sheet strength 30:00 – Why premium NAVs make sense 35:00 – The endgame: perpetual preferreds 38:00 – Competing with MicroStrategy 42:00 – Corporate capital market tools 45:00 – Global race for Bitcoin treasury dominance 48:00 – The future of Bitcoin-native infrastructure
1:06:50

📺 The Bitcoin For Corporations Show Episode 7 now live — hosted by Pierre Rochard Jesse Myers (Jesse Myers (Croesus 🔴)), Bitcoin Strategy Advisor at UTXO Management, breaks down the #Bitcoin treasury company model—and why firms like Strategy, MetaPlanet, and The Smarter Web Company may soon rival sovereigns. From intelligent leverage to perpetual preferreds, this episode unpacks the tools, trends, and tactics reshaping corporate finance in the #Bitcoin era. 00:00 – The Bitcoin treasury company model 01:20 – Jesse Myers' Bitcoin origin story 04:30 – Keynesian education vs. Bitcoin adoption 09:00 – Why institutions were late to Bitcoin 12:00 – What separates Strategy and MetaPlanet 16:00 – Corporate adoption tipping point 20:30 – Why Bitcoin is better than bonds 24:00 – Equity issuance vs. leverage 27:00 – Corporate balance sheet strength 30:00 – Why premium NAVs make sense 35:00 – The endgame: perpetual preferreds 38:00 – Competing with MicroStrategy 42:00 – Corporate capital market tools 45:00 – Global race for Bitcoin treasury dominance 48:00 – The future of Bitcoin-native infrastructure

Bitcoin For Corporations

189,613 görüntüleme • 11 ay önce

Can Bitcoin Reach $1,000,000 In 2 Years Gary Cardone Says Yes. Here’s Why. 0:00 Intro 2:30 All-Time High Discussion 6:00 Institutional Buying Surge 9:00 Why Bitcoin Is Different Now 12:00 Real Estate vs Bitcoin 15:00 Treasury Companies Bubble 18:00 Who Gets Wrecked? 21:00 MicroStrategy vs Other Treasuries 24:00 Best Time To Buy Bitcoin 27:00 Biggest Mistakes In Crypto 30:00 Self-Custody Risks 33:00 Wall Street Is Here 36:00 Political Shift Toward Bitcoin 39:00 Could Powell Resign? 43:00 Billionaire Demand For Bitcoin 46:00 Retracements Are Normal 49:00 The Simplicity Of Buying Bitcoin 52:00 Career Opportunities In Bitcoin
48:25

Can Bitcoin Reach $1,000,000 In 2 Years Gary Cardone Says Yes. Here’s Why. 0:00 Intro 2:30 All-Time High Discussion 6:00 Institutional Buying Surge 9:00 Why Bitcoin Is Different Now 12:00 Real Estate vs Bitcoin 15:00 Treasury Companies Bubble 18:00 Who Gets Wrecked? 21:00 MicroStrategy vs Other Treasuries 24:00 Best Time To Buy Bitcoin 27:00 Biggest Mistakes In Crypto 30:00 Self-Custody Risks 33:00 Wall Street Is Here 36:00 Political Shift Toward Bitcoin 39:00 Could Powell Resign? 43:00 Billionaire Demand For Bitcoin 46:00 Retracements Are Normal 49:00 The Simplicity Of Buying Bitcoin 52:00 Career Opportunities In Bitcoin

The Wolf Of All Streets

52,412 görüntüleme • 11 ay önce

Bitcoin Will Replace The Dollar | Jack Mallers Explains Why 0:00 Bitcoin Doesn’t Need You 3:00 Government Timing And Bitcoin 6:00 El Salvador’s Bitcoin Transformation 9:00 America’s Reserve Currency Crisis 12:00 Bitcoin Treasury Companies Rise 15:00 21 co’s Institutional Vision 18:00 The Death Of 60/40 21:00 Solving The Hodler’s Dilemma
24:22

Bitcoin Will Replace The Dollar | Jack Mallers Explains Why 0:00 Bitcoin Doesn’t Need You 3:00 Government Timing And Bitcoin 6:00 El Salvador’s Bitcoin Transformation 9:00 America’s Reserve Currency Crisis 12:00 Bitcoin Treasury Companies Rise 15:00 21 co’s Institutional Vision 18:00 The Death Of 60/40 21:00 Solving The Hodler’s Dilemma

The Wolf Of All Streets

37,768 görüntüleme • 1 yıl önce

📺 The Bitcoin For Corporations Show Episode 4 now live — hosted by Pierre Rochard Eric Semler, Chairman of Semler Scientific, shares how his public company went from near-dead to Bitcoin-forward—becoming one of the most aggressive BTC buyers on the market. 00:00 — Bitcoin vs. gold: Semler’s thesis 01:00 — From hedge fund to Bitcoin conviction 06:00 — Media bias & institutional hesitance 12:00 — Why Semler chose BTC over M&A 20:00 — Boardroom resistance to Bitcoin 30:00 — How to orange-pill a corporate board 38:00 — BTC vs. cost of capital 50:00 — Why BTC stocks trade at a premium
1:01:56

📺 The Bitcoin For Corporations Show Episode 4 now live — hosted by Pierre Rochard Eric Semler, Chairman of Semler Scientific, shares how his public company went from near-dead to Bitcoin-forward—becoming one of the most aggressive BTC buyers on the market. 00:00 — Bitcoin vs. gold: Semler’s thesis 01:00 — From hedge fund to Bitcoin conviction 06:00 — Media bias & institutional hesitance 12:00 — Why Semler chose BTC over M&A 20:00 — Boardroom resistance to Bitcoin 30:00 — How to orange-pill a corporate board 38:00 — BTC vs. cost of capital 50:00 — Why BTC stocks trade at a premium

Bitcoin For Corporations

93,575 görüntüleme • 1 yıl önce

Michael Saylor: #Bitcoin 'Gold Rush' 2024-2034: The era of mass adoption is here. I had the chance to sit down with Michael Saylor to discuss the success of the spot Bitcoin ETFs, why our money is toxic, the ideal form of government, building companies on the network and why Bitcoin is for everyone. Timecodes: (00:00) Bitcoin Atlantis in Madeira, Portugal (00:27) Success of Spot Bitcoin ETF launch (3:00)Spot Bitcoin ETF vs. S&P 500 Index ETFs (8:53) Are the ETFs a 'sellout' to Wall Street? (11:45) Bear market lesson (16:26) "Money is toxic" (22:22) What is the role of government and money? (31:05) Why does power centralize? (36:30) Will Bitcoin be hoarded? (45:00) Bitcoin as a cryptographic trust network (54:29) Building businesses on Bitcoin (59:39) Lightning Round (1:02:39) Spreading knowledge globally (1:07:00) Are some born for greatness? Thank you to our lead sponsor (NASDAQ: $BTDR) → and promotional sponsors → Coinkite + The Bitcoin Conference + CrowdHealth + The Bitcoin Way + Fountain
1:09:24

Michael Saylor: #Bitcoin 'Gold Rush' 2024-2034: The era of mass adoption is here. I had the chance to sit down with Michael Saylor to discuss the success of the spot Bitcoin ETFs, why our money is toxic, the ideal form of government, building companies on the network and why Bitcoin is for everyone. Timecodes: (00:00) Bitcoin Atlantis in Madeira, Portugal (00:27) Success of Spot Bitcoin ETF launch (3:00)Spot Bitcoin ETF vs. S&P 500 Index ETFs (8:53) Are the ETFs a 'sellout' to Wall Street? (11:45) Bear market lesson (16:26) "Money is toxic" (22:22) What is the role of government and money? (31:05) Why does power centralize? (36:30) Will Bitcoin be hoarded? (45:00) Bitcoin as a cryptographic trust network (54:29) Building businesses on Bitcoin (59:39) Lightning Round (1:02:39) Spreading knowledge globally (1:07:00) Are some born for greatness? Thank you to our lead sponsor (NASDAQ: $BTDR) → and promotional sponsors → Coinkite + The Bitcoin Conference + CrowdHealth + The Bitcoin Way + Fountain

Natalie Brunell ⚡️

388,839 görüntüleme • 2 yıl önce

Gold revaluation could lead to US treasury buying Bitcoin sooner than expected - Coinbase Exec Coinbase Asset Management President Sebastian Pedro Bea, OLY joined Frank Chaparro at our NYC office to discuss Bitcoin's continuing maturation as an asset class, and how a government move to revalue gold could lead to the US Treasury accumulating Bitcoin. OUTLINE 00:00 - Introduction 01:00 - Big Changes for Bitcoin 06:45 - Frameworks for Institutional Portfolios 09:48 - Bitcoins as Digital Gold 13:54 - Getting On Board With Bitcoin 22:04 - Regulatory Designation’s Market Impact 25:20 - Bitcoin’s Shift From NASDAQ to Gold 27:30 - US Government’s Revaluation of Gold? 34:22 - Leaving Bitcoin Dominance Behind 36:33 - Bitcoin Graduating As An Asset Class 38:59 - Capitalizing on Bitcoin’s momentum 41:49 - Bitcoin as a Savings Instrument 44:31 - Conclusion
46:20

Gold revaluation could lead to US treasury buying Bitcoin sooner than expected - Coinbase Exec Coinbase Asset Management President Sebastian Pedro Bea, OLY joined Frank Chaparro at our NYC office to discuss Bitcoin's continuing maturation as an asset class, and how a government move to revalue gold could lead to the US Treasury accumulating Bitcoin. OUTLINE 00:00 - Introduction 01:00 - Big Changes for Bitcoin 06:45 - Frameworks for Institutional Portfolios 09:48 - Bitcoins as Digital Gold 13:54 - Getting On Board With Bitcoin 22:04 - Regulatory Designation’s Market Impact 25:20 - Bitcoin’s Shift From NASDAQ to Gold 27:30 - US Government’s Revaluation of Gold? 34:22 - Leaving Bitcoin Dominance Behind 36:33 - Bitcoin Graduating As An Asset Class 38:59 - Capitalizing on Bitcoin’s momentum 41:49 - Bitcoin as a Savings Instrument 44:31 - Conclusion

The Block Podcasts

24,471 görüntüleme • 1 yıl önce

📺 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
1:05:02

📺 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 görüntüleme • 11 ay önce

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

43,990 görüntüleme • 22 gün önce

Strategy x True North Interview: A cutting-edge conversation about the future of Strategy with the CEO, Phong Le. 00:21 – Welcome 03:24 – Bitcoin-backed credit: reinventing capital markets 06:13 – Robinhood listing prefs 10:00 – Scaling prefs to a $30–300B market 15:33 – Cultural movement around Strategy 20:20 – Bitcoin opens doors 25:57 – Strategy’s software business 30:39 – The 2030 vision 36:22 – Bitcoin treasury ecosystem 40:25 – Bitcoin in traditional banks 47:08 – Buying Bitcoin with your bank 50:59 – Why Strategy 54:07 – Closing thoughts
54:23

Strategy x True North Interview: A cutting-edge conversation about the future of Strategy with the CEO, Phong Le. 00:21 – Welcome 03:24 – Bitcoin-backed credit: reinventing capital markets 06:13 – Robinhood listing prefs 10:00 – Scaling prefs to a $30–300B market 15:33 – Cultural movement around Strategy 20:20 – Bitcoin opens doors 25:57 – Strategy’s software business 30:39 – The 2030 vision 36:22 – Bitcoin treasury ecosystem 40:25 – Bitcoin in traditional banks 47:08 – Buying Bitcoin with your bank 50:59 – Why Strategy 54:07 – Closing thoughts

True North

357,641 görüntüleme • 8 ay önce

📺 The Bitcoin For Corporations Show Episode 18 now live — hosted by Pierre Rochard Pierre Rochard hosts Israel Salmen (Israel Salmen), Chairman of Méliuz ($CASH3), and Mason Foard (Mason), Director of Bitcoin Strategy, to discuss how the Brazilian e-commerce giant reinvented itself into the nation’s first #Bitcoin treasury company. They explore how #Bitcoin treasuries, high inflation, and Brazil’s regulatory landscape are reshaping corporate finance in emerging markets. 00:00 – Méliuz Origin Story 01:30 – Core Business 04:43 – Market Crash & BTC Pivot 10:34 – Meet Mason Foard 15:45 – Brazil’s Macro Outlook 22:05 – Derivatives & Efficiency 29:06 – Regulation & Tax 32:59 – Fintech Meets Bitcoin 39:12 – Risk & Strategy 40:44 – Closing Remarks
45:05

📺 The Bitcoin For Corporations Show Episode 18 now live — hosted by Pierre Rochard Pierre Rochard hosts Israel Salmen (Israel Salmen), Chairman of Méliuz ($CASH3), and Mason Foard (Mason), Director of Bitcoin Strategy, to discuss how the Brazilian e-commerce giant reinvented itself into the nation’s first #Bitcoin treasury company. They explore how #Bitcoin treasuries, high inflation, and Brazil’s regulatory landscape are reshaping corporate finance in emerging markets. 00:00 – Méliuz Origin Story 01:30 – Core Business 04:43 – Market Crash & BTC Pivot 10:34 – Meet Mason Foard 15:45 – Brazil’s Macro Outlook 22:05 – Derivatives & Efficiency 29:06 – Regulation & Tax 32:59 – Fintech Meets Bitcoin 39:12 – Risk & Strategy 40:44 – Closing Remarks

Bitcoin For Corporations

49,202 görüntüleme • 8 ay önce

Michael Saylor & Phong Le just addressed the biggest questions investors are asking: - Will Strategy sell Bitcoin soon? - Why move to semi-monthly dividends with $STRC (is daily next?) - What’s the endgame with $MSTR & Digital Credit Full raw Q&A with Michael Saylor & Phong Le — unfiltered. Share your thoughts on their responses below. Timestamps: 00:00 Introduction 03:22 Will Strategy Sell Bitcoin? 06:05 STRC ROC Tax Question 07:06 Saylor on Strive & $SATA 13:02 Future of STRC Dividends 16:41 Will Strategy Slow Buying Btc? 19:00 The $100 Peg 21:57 STRC, DeFi & Fragility 27:17 Why Is Bitcoin Stuck? 30:00 Monthly $STRK, $STRD, $STRF Dividends 31:38 Retiring Preferred Stock 35:06 Fixed 10% Yield 35:52 Scaling STRC 39:44 Winning Over Skeptics 42:58 Understanding MNAV Calculations 45:03 “Rip the Wings Off Shorts” 52:11 Ultimate STRC Product 59:52 Strategy at $10M Bitcoin 1:00:55 BTC Yield Metric 1:01:45 Custody & Proof of Reserves 1:03:58 Strategy as Investor Gateway 1:06:06 Teaching the Next Generation 1:08:12 Bitcoin’s Place in History
1:16:52

Michael Saylor & Phong Le just addressed the biggest questions investors are asking: - Will Strategy sell Bitcoin soon? - Why move to semi-monthly dividends with $STRC (is daily next?) - What’s the endgame with $MSTR & Digital Credit Full raw Q&A with Michael Saylor & Phong Le — unfiltered. Share your thoughts on their responses below. Timestamps: 00:00 Introduction 03:22 Will Strategy Sell Bitcoin? 06:05 STRC ROC Tax Question 07:06 Saylor on Strive & $SATA 13:02 Future of STRC Dividends 16:41 Will Strategy Slow Buying Btc? 19:00 The $100 Peg 21:57 STRC, DeFi & Fragility 27:17 Why Is Bitcoin Stuck? 30:00 Monthly $STRK, $STRD, $STRF Dividends 31:38 Retiring Preferred Stock 35:06 Fixed 10% Yield 35:52 Scaling STRC 39:44 Winning Over Skeptics 42:58 Understanding MNAV Calculations 45:03 “Rip the Wings Off Shorts” 52:11 Ultimate STRC Product 59:52 Strategy at $10M Bitcoin 1:00:55 BTC Yield Metric 1:01:45 Custody & Proof of Reserves 1:03:58 Strategy as Investor Gateway 1:06:06 Teaching the Next Generation 1:08:12 Bitcoin’s Place in History

Natalie Brunell ⚡️

253,486 görüntüleme • 1 ay önce