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My brand new interview with Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com We discuss his bullish outlook on Bitcoin (new ATH this fall?), the national debt, Fed policy, corporate treasury boom, the U.S. acquiring Bitcoin and more. Let us know what you think in the comments below. Timecodes:...

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Natalie Brunell ⚡️

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236,850 görüntüleme • 1 yıl önce •via X (Twitter)

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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 ⚡️

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Bitcoin Is Built For The Economy Nobody Sees Coming | Mark Moss 00:00 Why Everyone Is Positioned for the Wrong Economy 01:22 Bitcoin’s 20% Breakout and the Regime Change 02:07 What the Whales Were Doing Before Bitcoin Exploded 06:12 Druckenmiller Rotates From AI Into Bitcoin 13:04 Why Bessent’s Treasury Intervention Matters 15:18 Why Higher Rates May Not Kill This Economy 17:15 Could U.S. GDP Growth Hit 6%? 22:52 Can the U.S. Handle $40 Trillion of Debt? 24:56 Building a New Long-Term Bitcoin Price Model 28:59 Why Fed Rate Cuts May Not Matter 31:06 Where Bitcoin Fits Into the AI Boom 36:06 Mark Moss Reveals His New Bitcoin Model 40:24 Why a $1 Million Bitcoin Isn’t Crazy 45:29 What Bitcoin Treasury Companies Got Wrong 50:44 Saylor, STRC, and Strategy’s Next Move 55:57 Is the Bitcoin Bottom Finally In?
58:13

Bitcoin Is Built For The Economy Nobody Sees Coming | Mark Moss 00:00 Why Everyone Is Positioned for the Wrong Economy 01:22 Bitcoin’s 20% Breakout and the Regime Change 02:07 What the Whales Were Doing Before Bitcoin Exploded 06:12 Druckenmiller Rotates From AI Into Bitcoin 13:04 Why Bessent’s Treasury Intervention Matters 15:18 Why Higher Rates May Not Kill This Economy 17:15 Could U.S. GDP Growth Hit 6%? 22:52 Can the U.S. Handle $40 Trillion of Debt? 24:56 Building a New Long-Term Bitcoin Price Model 28:59 Why Fed Rate Cuts May Not Matter 31:06 Where Bitcoin Fits Into the AI Boom 36:06 Mark Moss Reveals His New Bitcoin Model 40:24 Why a $1 Million Bitcoin Isn’t Crazy 45:29 What Bitcoin Treasury Companies Got Wrong 50:44 Saylor, STRC, and Strategy’s Next Move 55:57 Is the Bitcoin Bottom Finally In?

The Wolf Of All Streets

100,907 görüntüleme • 22 gün önce

This is the interview to make you feel super bullish. Had a great time hosting Bill Miller on the show for the first time! We touched on a large range of topics, let us know what you think! Timecodes: 00:00 Why Bill is Bullish on Bitcoin 4:22 Gemini Orange Bitcoin Credit Card 5:43 Why Bitcoin Hasn't Gone Fully Mainstream…Yet 9:10 Rise of Corporate Bitcoin Treasuries 11:36 Bitcoin-Backed Securities 13:10 Bullish on Semler Scientific 14:18 Market Misunderstands Semler Scientific? 15:13 Bitcoin Rewards Cards and Points Inflation 17:54 Are Bitcoin Treasuries a Bubble 18:42 Stablecoins 20:42 Bitcoin and the US Treasury Market 21:34 Economic Outlook, Market Trends 23:05 Is a Recession Looming? 23:57 Bitcoin Price Predictions 25:13 The Future of Bitcoin Taxation 27:34 Inside Miller Value Partners’ Strategy 28:49 Can Anything Beat Bitcoin? 29:22 Becoming a Bitcoin Believer 30:03 Bitcoin Changes Your Worldview 31:22 Growing Up Around Legendary Investors 33:36 Bonding Over Bitcoin 35:19 The Pressure of a Famous Father 36:09 Trump vs. Elon Powered by Gemini with a shoutout about the Gemini credit card in the talk! 💳🧡
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This is the interview to make you feel super bullish. Had a great time hosting Bill Miller on the show for the first time! We touched on a large range of topics, let us know what you think! Timecodes: 00:00 Why Bill is Bullish on Bitcoin 4:22 Gemini Orange Bitcoin Credit Card 5:43 Why Bitcoin Hasn't Gone Fully Mainstream…Yet 9:10 Rise of Corporate Bitcoin Treasuries 11:36 Bitcoin-Backed Securities 13:10 Bullish on Semler Scientific 14:18 Market Misunderstands Semler Scientific? 15:13 Bitcoin Rewards Cards and Points Inflation 17:54 Are Bitcoin Treasuries a Bubble 18:42 Stablecoins 20:42 Bitcoin and the US Treasury Market 21:34 Economic Outlook, Market Trends 23:05 Is a Recession Looming? 23:57 Bitcoin Price Predictions 25:13 The Future of Bitcoin Taxation 27:34 Inside Miller Value Partners’ Strategy 28:49 Can Anything Beat Bitcoin? 29:22 Becoming a Bitcoin Believer 30:03 Bitcoin Changes Your Worldview 31:22 Growing Up Around Legendary Investors 33:36 Bonding Over Bitcoin 35:19 The Pressure of a Famous Father 36:09 Trump vs. Elon Powered by Gemini with a shoutout about the Gemini credit card in the talk! 💳🧡

Natalie Brunell ⚡️

191,877 görüntüleme • 1 yıl önce

Check out my conversation with Eric Semler, Chairman of Semler Scientific, which adopted a #Bitcoin treasury strategy in May 2024. We discussed the decision, why more public companies haven't followed Strategy's playbook, and why Bitcoin offers a contrarian edge. Semler Scientific currently HODLs 1273 Bitcoin! Timecodes: 00:00 Starting as journalist 6:14 What is Semler Scientific? 10:43 Michael Saylor's Bitcoin influence 13:15 $SMLR's Bitcoin strategy 15:45 What is a Bitcoin yield? 17:07 Why are companies investing in Bitcoin? 21:59 Convincing people to consider Bitcoin 24:08 Strategic Bitcoin Reserve 25:20 Bitcoin price in 2025 27:17 What will push Bitcoin adoption? 28:39 Using leverage to buy more Bitcoin 30:34 Macroeconomic picture 33:31 When will Bitcoin price reach $100k? 36:07 Will Bitcoin go mainstream? 39:39 Investing in tech and media
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Check out my conversation with Eric Semler, Chairman of Semler Scientific, which adopted a #Bitcoin treasury strategy in May 2024. We discussed the decision, why more public companies haven't followed Strategy's playbook, and why Bitcoin offers a contrarian edge. Semler Scientific currently HODLs 1273 Bitcoin! Timecodes: 00:00 Starting as journalist 6:14 What is Semler Scientific? 10:43 Michael Saylor's Bitcoin influence 13:15 $SMLR's Bitcoin strategy 15:45 What is a Bitcoin yield? 17:07 Why are companies investing in Bitcoin? 21:59 Convincing people to consider Bitcoin 24:08 Strategic Bitcoin Reserve 25:20 Bitcoin price in 2025 27:17 What will push Bitcoin adoption? 28:39 Using leverage to buy more Bitcoin 30:34 Macroeconomic picture 33:31 When will Bitcoin price reach $100k? 36:07 Will Bitcoin go mainstream? 39:39 Investing in tech and media

Natalie Brunell ⚡️

819,808 görüntüleme • 1 yıl önce

Crypto sentiment is at its worst level since the FTX collapse; the RSI is at an all-time low, Google searches are down, and the fear and greed index is screaming danger, so I sat down with my friend Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com), Fundstrat's (Fundstrat Capital) chief strategist and Bitmain's CEO, to get his honest take on where Bitcoin, Ethereum, and the entire crypto market go from here. If you're sitting on unrealized losses right now and wondering whether to hold or fold, this is the conversation you need to hear. Watch/Listen on X, YouTube, and Spotify. Timestamps 0:00 Tom Lee Introduction 1:12 Is capital being sucked out of crypto into AI? 3:05 Is Bitcoin in a 4-year cycle? 6:58 Tom Lee on Ethereum: "Price is lagging fundamentals." 8:55 Tom Lee: "AI agents might become wealthier than us." 9:46 Is Tom Lee worried about Quantum resistance in Bitcoin? 11:22 Anthony: "Michael Saylor has become the Bitcoin narrative." 14:35 Anthony's Bitmine bull vs bear case 18:21 Post-FTX conviction: Bitcoin went from $15K to $126K, what does that teach you? 21:47 Tom Lee: These are dark days, but July is a new month
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Crypto sentiment is at its worst level since the FTX collapse; the RSI is at an all-time low, Google searches are down, and the fear and greed index is screaming danger, so I sat down with my friend Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com), Fundstrat's (Fundstrat Capital) chief strategist and Bitmain's CEO, to get his honest take on where Bitcoin, Ethereum, and the entire crypto market go from here. If you're sitting on unrealized losses right now and wondering whether to hold or fold, this is the conversation you need to hear. Watch/Listen on X, YouTube, and Spotify. Timestamps 0:00 Tom Lee Introduction 1:12 Is capital being sucked out of crypto into AI? 3:05 Is Bitcoin in a 4-year cycle? 6:58 Tom Lee on Ethereum: "Price is lagging fundamentals." 8:55 Tom Lee: "AI agents might become wealthier than us." 9:46 Is Tom Lee worried about Quantum resistance in Bitcoin? 11:22 Anthony: "Michael Saylor has become the Bitcoin narrative." 14:35 Anthony's Bitmine bull vs bear case 18:21 Post-FTX conviction: Bitcoin went from $15K to $126K, what does that teach you? 21:47 Tom Lee: These are dark days, but July is a new month

Anthony Scaramucci

250,020 görüntüleme • 3 ay 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 • 4 ay önce

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

104,010 görüntüleme • 2 ay önce

Lepard + Lavish We discuss: - The ticking debt bomb & why the Fed is trapped - Why #Bitcoin will outperform #gold - Will the Fed allow a real recession? - Massive bull flag: Bitcoin to $100k in Q4 2024? Thank you for joining me James Lavish & Lawrence Lepard, "fix the money, fix the world"! Timecodes: 00:00 What does the Fed rate cut mean? 6:08 China's stimulus, US economy future 17:14 Will the US crash into a recession? 24:11 What will happen with the US election? 36:00 The president and the economy 37:27 Trump and Bitcoin 39:26 Bitcoin price next 6-12 months 45:03 Bullish on Bitcoin 46:51 When will the Fed print money again? 49:04 Gold price 51:44 Will politicians stop Bitcoin 59:02 How to be optimistic about the future
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Lepard + Lavish We discuss: - The ticking debt bomb & why the Fed is trapped - Why #Bitcoin will outperform #gold - Will the Fed allow a real recession? - Massive bull flag: Bitcoin to $100k in Q4 2024? Thank you for joining me James Lavish & Lawrence Lepard, "fix the money, fix the world"! Timecodes: 00:00 What does the Fed rate cut mean? 6:08 China's stimulus, US economy future 17:14 Will the US crash into a recession? 24:11 What will happen with the US election? 36:00 The president and the economy 37:27 Trump and Bitcoin 39:26 Bitcoin price next 6-12 months 45:03 Bullish on Bitcoin 46:51 When will the Fed print money again? 49:04 Gold price 51:44 Will politicians stop Bitcoin 59:02 How to be optimistic about the future

Natalie Brunell ⚡️

197,073 görüntüleme • 2 yıl önce

“We’re focused on becoming a powerhouse in #Bitcoin.” New episode just released featuring Chairman Eric Semler and CFO Renae Cormier of Semler Scientific $SMLR. Hear all about the company’s plans to aggressively stack Bitcoin and climb the leaderboard of public Bitcoin treasuries. Timecodes: 00:00 Semler Scientific's vision and investment case 2:13 Semler Scientific's priority as a Bitcoin treasury 3:37 Adopting Bitcoin after Michael Saylor 9:11 KPIs, mNAV 12:00 Renae Cormier introduction 14:25 Buying more Bitcoin 15:16 "Volatility is vitality" 16:47 Balancing the healthcare innovation vs. Bitcoin 18:46 What is QuantaFlo? 22:26 Identifying systemic chronic health issues 23:47 Dr. Semler's lifesaving invention 26:00 Aggressive Bitcoin strategy 27:42 How to buy more Bitcoin 28:13 "Bitcoin Treasury Pioneer" 28:33 Is Bitcoin misunderstood? 31:15 Bitcoin in 10 years 34:23 Eric Semler's Bronx Baseball Dreams
40:27

“We’re focused on becoming a powerhouse in #Bitcoin.” New episode just released featuring Chairman Eric Semler and CFO Renae Cormier of Semler Scientific $SMLR. Hear all about the company’s plans to aggressively stack Bitcoin and climb the leaderboard of public Bitcoin treasuries. Timecodes: 00:00 Semler Scientific's vision and investment case 2:13 Semler Scientific's priority as a Bitcoin treasury 3:37 Adopting Bitcoin after Michael Saylor 9:11 KPIs, mNAV 12:00 Renae Cormier introduction 14:25 Buying more Bitcoin 15:16 "Volatility is vitality" 16:47 Balancing the healthcare innovation vs. Bitcoin 18:46 What is QuantaFlo? 22:26 Identifying systemic chronic health issues 23:47 Dr. Semler's lifesaving invention 26:00 Aggressive Bitcoin strategy 27:42 How to buy more Bitcoin 28:13 "Bitcoin Treasury Pioneer" 28:33 Is Bitcoin misunderstood? 31:15 Bitcoin in 10 years 34:23 Eric Semler's Bronx Baseball Dreams

Natalie Brunell ⚡️

103,018 görüntüleme • 1 yıl önce

LIVE NOW: Tom Lee, the World's Biggest ETH Holder Thomas (Tom) Lee (not drummer) FundstratDirect.com has made $BMNR the largest ETH treasury in the world. Over 800,000 ETH. And he's bullish for a reason: ETH is about to have it's Bitcoin 2017 moment. -------- TIMESTAMPS 0:00 Intro 2:57 The Rise of ETH Treasuries 8:27 The 5% ETH Strategy 12:08 The Role of Ethereum in Wall Street 17:57 Accumulating More ETH 26:39 Wall Street's Misunderstanding of Crypto 32:41 Ethereum's 2017 Moment 40:09 The Potential for 100x 48:52 Estimating ETH's Value 53:08 Navigating Market Risks 1:01:36 Closing Thoughts on Ethereum
1:03:25

LIVE NOW: Tom Lee, the World's Biggest ETH Holder Thomas (Tom) Lee (not drummer) FundstratDirect.com has made $BMNR the largest ETH treasury in the world. Over 800,000 ETH. And he's bullish for a reason: ETH is about to have it's Bitcoin 2017 moment. -------- TIMESTAMPS 0:00 Intro 2:57 The Rise of ETH Treasuries 8:27 The 5% ETH Strategy 12:08 The Role of Ethereum in Wall Street 17:57 Accumulating More ETH 26:39 Wall Street's Misunderstanding of Crypto 32:41 Ethereum's 2017 Moment 40:09 The Potential for 100x 48:52 Estimating ETH's Value 53:08 Navigating Market Risks 1:01:36 Closing Thoughts on Ethereum

Bankless

655,958 görüntüleme • 1 yıl önce

Most people still think Metaplanet $MPJPY $MTPLF is just "Japan's" $MSTR. They're missing the bigger picture. Metaplanet isn't copying Strategy. It's building a global Bitcoin capital machine that could become impossible to compete with. In this conversation with THE BITCOIN PHARAOH, we discuss: • Why Metaplanet's strategy is fundamentally different • The hidden advantage of operating in Japan • What $STRC and $SATA taught every Bitcoin treasury • Why cash-flow businesses may be the next evolution of Bitcoin treasury companies • Why Strive $ASST is emerging as a serious contender • What Metaplanet could become in a Bitcoin standard 00:00 Introduction: The BTCPharaoh's Bitcoin Journey 07:09 Why Metaplanet Is Different From Every Other Bitcoin Treasury 11:03 Mercury & Mars: The Next Bitcoin Financial Products? 11:52 What Metaplanet Learned From Strategy's STRC Depeg 15:26 Will Bitcoin Preferred Shares Become Truly Stable? 19:05 Is Metaplanet About to Launch a U.S. Preferred Stock? 20:57 Why Japan Gives Metaplanet a Massive Advantage 22:47 The "Double Carry Trade" That Could Supercharge Bitcoin Buying 26:34 Why Metaplanet Isn't Just Copying Strategy 29:39 Simon Gerovich's Long-Term Vision Is Finally Making Sense 30:12 Will Metaplanet Build Bitcoin Infrastructure Beyond Finance? 32:27 Why the New Board Members Could Change Everything 34:08 Why Less Communication Might Actually Be Bullish 37:56 The One Question He Would Ask Simon Gerovich 39:45 Is NAKA a Hidden Opportunity... or a Value Trap? 45:01 The Most Underrated Bitcoin Treasury Company Right Now 47:55 Europe Could Be the Next Bitcoin Treasury Battleground 48:40 Bitcoin Price Outlook: Bull Market or Bear Market? 50:55 The Biggest Mistake Bitcoin Investors Keep Making 52:19 Where to Follow TheBTCPharaoh Watch the full episode 👇
53:26

Most people still think Metaplanet $MPJPY $MTPLF is just "Japan's" $MSTR. They're missing the bigger picture. Metaplanet isn't copying Strategy. It's building a global Bitcoin capital machine that could become impossible to compete with. In this conversation with THE BITCOIN PHARAOH, we discuss: • Why Metaplanet's strategy is fundamentally different • The hidden advantage of operating in Japan • What $STRC and $SATA taught every Bitcoin treasury • Why cash-flow businesses may be the next evolution of Bitcoin treasury companies • Why Strive $ASST is emerging as a serious contender • What Metaplanet could become in a Bitcoin standard 00:00 Introduction: The BTCPharaoh's Bitcoin Journey 07:09 Why Metaplanet Is Different From Every Other Bitcoin Treasury 11:03 Mercury & Mars: The Next Bitcoin Financial Products? 11:52 What Metaplanet Learned From Strategy's STRC Depeg 15:26 Will Bitcoin Preferred Shares Become Truly Stable? 19:05 Is Metaplanet About to Launch a U.S. Preferred Stock? 20:57 Why Japan Gives Metaplanet a Massive Advantage 22:47 The "Double Carry Trade" That Could Supercharge Bitcoin Buying 26:34 Why Metaplanet Isn't Just Copying Strategy 29:39 Simon Gerovich's Long-Term Vision Is Finally Making Sense 30:12 Will Metaplanet Build Bitcoin Infrastructure Beyond Finance? 32:27 Why the New Board Members Could Change Everything 34:08 Why Less Communication Might Actually Be Bullish 37:56 The One Question He Would Ask Simon Gerovich 39:45 Is NAKA a Hidden Opportunity... or a Value Trap? 45:01 The Most Underrated Bitcoin Treasury Company Right Now 47:55 Europe Could Be the Next Bitcoin Treasury Battleground 48:40 Bitcoin Price Outlook: Bull Market or Bear Market? 50:55 The Biggest Mistake Bitcoin Investors Keep Making 52:19 Where to Follow TheBTCPharaoh Watch the full episode 👇

One Chair

88,315 görüntüleme • 3 ay önce

I sat down with Thomas (Tom) Lee (not drummer) FundstratDirect.com to discuss whether AI is a bubble, why this may be the most hated stock market rally in history, and how misleading economic data shapes investor sentiment. Tom also shares his latest views on Bitcoin, Ethereum, and why innovation in crypto markets is starting to outpace traditional finance. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:11 - Is AI a bubble? 4:37 - Stock market fundamentals vs macro 7:59 - Inside Tom Lee’s “Granny Shots” ETF 12:34 - The rise and impact of humanoid robots 18:28 - Why economic data is broken 22:41 - Prediction markets and tokenized finance 27:31 - Breakout crypto products 33:38 - Gold vs Bitcoin 37:36 - Is the bitcoin 4-year cycle over? 41:38 - The most hated stock market rally? 45:49 - Ethereum supercycle and BitMine 53:45 - 2026 market outlook 55:44 - Retail activism and Opendoor
58:39

I sat down with Thomas (Tom) Lee (not drummer) FundstratDirect.com to discuss whether AI is a bubble, why this may be the most hated stock market rally in history, and how misleading economic data shapes investor sentiment. Tom also shares his latest views on Bitcoin, Ethereum, and why innovation in crypto markets is starting to outpace traditional finance. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:11 - Is AI a bubble? 4:37 - Stock market fundamentals vs macro 7:59 - Inside Tom Lee’s “Granny Shots” ETF 12:34 - The rise and impact of humanoid robots 18:28 - Why economic data is broken 22:41 - Prediction markets and tokenized finance 27:31 - Breakout crypto products 33:38 - Gold vs Bitcoin 37:36 - Is the bitcoin 4-year cycle over? 41:38 - The most hated stock market rally? 45:49 - Ethereum supercycle and BitMine 53:45 - 2026 market outlook 55:44 - Retail activism and Opendoor

Anthony Pompliano 🌪

356,552 görüntüleme • 11 ay önce

Just recorded this interview with Preston Pysh about all the bearish sentiment in Bitcoin and sideways price action.🐻 We explore who's selling, why people are upset, Bitcoin treasury warning signs, and Preston's latest analysis of $MSTR. Let us know what you think! Timecodes: 00:00 Ego Death Update 2:26 Bitcoin Bears Selling 7:27 MSTR Analysis 9:57 Price Pressure 13:50 Bitcoin Treasuries 15:53 Preferred Stock Explained 27:36 mNAV Guidance Update 36:07 Bitcoin Price Drop 38:57 Economic Outlook 44:59 Why People are Against Bitcoin 50:56 Staying Positive
59:26

Just recorded this interview with Preston Pysh about all the bearish sentiment in Bitcoin and sideways price action.🐻 We explore who's selling, why people are upset, Bitcoin treasury warning signs, and Preston's latest analysis of $MSTR. Let us know what you think! Timecodes: 00:00 Ego Death Update 2:26 Bitcoin Bears Selling 7:27 MSTR Analysis 9:57 Price Pressure 13:50 Bitcoin Treasuries 15:53 Preferred Stock Explained 27:36 mNAV Guidance Update 36:07 Bitcoin Price Drop 38:57 Economic Outlook 44:59 Why People are Against Bitcoin 50:56 Staying Positive

Natalie Brunell ⚡️

372,321 görüntüleme • 1 yıl önce

Brand new interview with the one and only Jack Mallers about the chances of a U.S. Strategic Bitcoin Stockpile, corporate lobbying by the digital assets industry, meme coins, regulation, Deepseek/open-source tech and much more. Timecodes: 00:00 Corporate lobbying for digital assets stockpile 5:51 President Trump Bitcoin understanding 8:50 What makes Bitcoin different? 17:51 Movement behind alt coins 22:11 Bitcoin and crypto regulations 28:19 Strategic Bitcoin Reserve 31:19 Bitcoin price prediction 35:42 AI, open source everything 38:00 Bitcoin Reserve, Bitcoin adoption 40:00 What is Strike? 42:19 SAB 121 44:34 Only Bitcoin fixes the money
48:14

Brand new interview with the one and only Jack Mallers about the chances of a U.S. Strategic Bitcoin Stockpile, corporate lobbying by the digital assets industry, meme coins, regulation, Deepseek/open-source tech and much more. Timecodes: 00:00 Corporate lobbying for digital assets stockpile 5:51 President Trump Bitcoin understanding 8:50 What makes Bitcoin different? 17:51 Movement behind alt coins 22:11 Bitcoin and crypto regulations 28:19 Strategic Bitcoin Reserve 31:19 Bitcoin price prediction 35:42 AI, open source everything 38:00 Bitcoin Reserve, Bitcoin adoption 40:00 What is Strike? 42:19 SAB 121 44:34 Only Bitcoin fixes the money

Natalie Brunell ⚡️

385,945 görüntüleme • 1 yıl önce

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 görüntüleme • 2 ay 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 ⚡️

388,929 görüntüleme • 2 yıl önce