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🚨PROCAP CEO ANTHONY POMPLIANO ISSUES A GRIM WARNING "Much of the crypto industry is DEAD. It's never coming back. The dream is OVER." "Reallocate the capital, reallocate the talent, and GO somewhere else." "Simply holding BTC on the balance sheet is NOT a winning strategy" he warns about treasury companies.

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Coin Bureau

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139,115 görüntüleme • 2 ay önce •via X (Twitter)

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The crypto industry is dying. That is a good thing. The resilient and valuable aspects of the industry need to compete on the biggest stage, not stay pigeon-holed in a boutique industry with declining capital and talent.
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The crypto industry is dying. That is a good thing. The resilient and valuable aspects of the industry need to compete on the biggest stage, not stay pigeon-holed in a boutique industry with declining capital and talent.

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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
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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

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BREAKING: 🇨🇳 CHINESE PUBLIC COMPANY ZHIBAO TECHNOLOGY JUST ANNOUNCED IT BOUGHT OVER 2,300 #BITCOIN THE COMPANY SAID IT WILL HOLD THE BTC AS A "TREASURY RESERVE ASSET" ON ITS BALANCE SHEET CHINESE COMPANIES ARE NOW OPENLY COMPETING WITH AMERICA TO ACCUMULATE MORE BTC MICHAEL SAYLOR'S STRATEGY IS GOING GLOBAL 🚀

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🚨Anthony Pompliano Full Interview (0:40) Who Is Anthony Pompliano 🌪? (2:00) The Silvia Acquisition (08:23) What Is $BRR? How It Differs From $MSTR & Other Bitcoin Treasury Companies (21:20) AI Agent Payments, Blockchain, Crypto & $BTC 🟧 (27:50) President Trump (President Donald J. Trump), Kevin Warsh & Running the Economy HOT (36:03) Advice to Entrepreneurs 💰 This interview was recorded pre-Iran war for context. Appreciate Mr. Pompliano coming on the channel.

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🚨BLACKROCK CEO WARNING ON CRYPTO!!! (XRP BREAKING NEWS!)🚨 Larry Fink, the CEO of BlackRock, just gave a HUGE WARNING to Crypto investors... According to him, it's NOT about timing the market—it's about staying invested in the market!📈😳 #XRP #Bitcoin #BTC #ETH #Altcoins #Crypto 1 D'CENT WALLET! (44% OFF) 👉 2 D'CENT WALLETS! (50% OFF) 👉

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Being a great teammate is about choices, not talent. "The best compliment any baseball player can receive is that he is a good teammate. It's all of the things not listed on the back of the baseball card. In short, it's about accountability, reliability, and commitment."
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8:57

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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MICHAEL SAYLOR ANNOUNCED STRATEGY $MSTR WILL SOON BUY OVER $14,000,000,000 WORTH OF BITCOIN "WE WILL GET 1,000,000 BTC ON THE BALANCE SHEET" THIS IS WILD

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BREAKING: CNBC JUST ANNOUNCED ELON MUSK'S $1,750,000,000,000 SPACEX IPO FILING IS EXPECTED TODAY THEY WILL GO PUBLIC WITH 18,000 BTC ON THE BALANCE SHEET THE 1st TRILLION DOLLAR BITCOIN COMPANY IS COMING IT'S HAPPENING

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“I think structurally the biggest beneficiary of a rate cut are probably going to be these preferreds on MicroStrategy.” - Jeff Park (Jeff Park) Michael Saylor has these preferreds in a position to consume capital as the rates lower and the spread on the yield widens. The fundamentals are impossible to ignore. BTC risk is mispriced and bitcoin treasury companies are going to be benefit from that. Listen to Anthony Pompliano 🌪 and Jeff talk about the BTCTC marketplace.
1:11

“I think structurally the biggest beneficiary of a rate cut are probably going to be these preferreds on MicroStrategy.” - Jeff Park (Jeff Park) Michael Saylor has these preferreds in a position to consume capital as the rates lower and the spread on the yield widens. The fundamentals are impossible to ignore. BTC risk is mispriced and bitcoin treasury companies are going to be benefit from that. Listen to Anthony Pompliano 🌪 and Jeff talk about the BTCTC marketplace.

J64

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The hardest part of investing is not buying. It is refusing to sell. Anthony Pompliano 🌪 learned it the painful way: he mined ETH around $5, sold after a huge move, then watched it run to $1,400. Anthony Pompliano, investor and entrepreneur: "I am now convinced that actually selling is the much harder exercise." "If you go and you look at some of the best investors in the world, they just never sell." That is the Bitcoin lesson. It is also the Eli Lilly, Nvidia, SpaceX, and power-law lesson. The mistake is usually not missing the winner. It is letting go too early.
1:59

The hardest part of investing is not buying. It is refusing to sell. Anthony Pompliano 🌪 learned it the painful way: he mined ETH around $5, sold after a huge move, then watched it run to $1,400. Anthony Pompliano, investor and entrepreneur: "I am now convinced that actually selling is the much harder exercise." "If you go and you look at some of the best investors in the world, they just never sell." That is the Bitcoin lesson. It is also the Eli Lilly, Nvidia, SpaceX, and power-law lesson. The mistake is usually not missing the winner. It is letting go too early.

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BREAKING: EARLY SPACEX INVESTOR JUST CONFIRMED ON BLOOMBERG A TESLA AND SPACEX MERGER IS "A MATTER OF WHEN, NOT IF" THE COMPANY WOULD HOLD OVER 30,000 #BITCOIN — THE 5TH LARGEST CORPORATE TREASURY ON EARTH THE WORLD'S LARGEST BTC COMPANY IS COMING 🔥

The Bitcoin Historian

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🔥TRUMP: “I’M VERY MUCH PRO-CRYPTO” President Trump says crypto is a “massive industry” with a “tremendous audience.” He said the industry survived an “onslaught” and claimed the U.S. is now leading China and the rest of the world in crypto.
2:06

🔥TRUMP: “I’M VERY MUCH PRO-CRYPTO” President Trump says crypto is a “massive industry” with a “tremendous audience.” He said the industry survived an “onslaught” and claimed the U.S. is now leading China and the rest of the world in crypto.

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🔥HOW STRATEGY EASILY OVERTAKES APPLE - $5+ TRILLION MARKET CAP🔥 Not only will Strategy overtake Apple... They will do it EASILY. This is the ULTIMATE VIDEO to showcase the power of Bitcoin on the balance sheet and how Strategy will overtake EVERY SINGLE COMPANY stuck in the legacy system. REPOST THIS EVERYWHERE TO SHARE THE TRUTH ABOUT THE POWER OF BITCOIN ON THE BALANCE SHEET:

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"This is kind of a Graham-Dodd moment for crypto." At #BNBMiami, Guyan Liu, Co-Founder & CEO of Paimon Finance, drew a parallel between tokenized assets today and the stock market back in the 1920s. He believes crypto is hitting a similar inflection point, as the industry matures and starts focusing more on the fundamentals of the technology.

BNB Chain

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MSCI is debating whether Bitcoin balance-sheet companies should even stay in their indexes. If you can’t tell the difference between a casino “crypto stock” and a disciplined Bitcoin refinery like Strategy, you shouldn’t be steering global capital. Full Professor₿ 🟧 breakdown here. 👇
2:19

MSCI is debating whether Bitcoin balance-sheet companies should even stay in their indexes. If you can’t tell the difference between a casino “crypto stock” and a disciplined Bitcoin refinery like Strategy, you shouldn’t be steering global capital. Full Professor₿ 🟧 breakdown here. 👇

Swan

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