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We sat down with Joe Burnett, MSBA of Strive to talk about where Bitcoin-backed finance goes from here. bitcoin:native & Amplified Bitcoin. Digital credit. $STRC. $SATA. Self-custody. Leverage. And what the first real stress test for this new asset class taught us. Joe has spent his career across Bitcoin...

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13,976 просмотров • 4 дней назад •via X (Twitter)

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Digital credit is only a year old, which makes clear explanations & institutional risk framing essential. Nate Geraci asked the tough questions on digital credit, $SATA, $ASST, the $BTC drawdown & more. My full conversation on Crypto Prime. TIMESTAMPS 00:00 Intro: Matt Cole on Strive and SATA 01:09 Strive’s shift into structured finance 02:44 ASST vs. SATA: amplified Bitcoin exposure vs. digital credit 07:28 What SATA is and how the preferred equity works 10:12 Why Strive calls SATA “digital credit” 13:32 Credit risk, Bitcoin drawdowns, and Strive’s reserves 17:46 Bitcoin return scenarios and SATA dividend sustainability 20:25 Bitcoin as collateral vs. cash-flowing assets 25:08 Does a 13% dividend mean higher risk? 29:47 How digital credit should be marketed 34:30 SATA vs. Strategy’s Stretch 36:25 Strategy, Michael Saylor, and Bitcoin’s market narrative 41:04 Why Bitcoin has drawn down 43:02 AI, IPOs, and capital flowing away from Bitcoin 43:44 OG Bitcoin holder selling pressure 47:20 What could bring Bitcoin momentum back 50:43 Closing thoughts
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Digital credit is only a year old, which makes clear explanations & institutional risk framing essential. Nate Geraci asked the tough questions on digital credit, $SATA, $ASST, the $BTC drawdown & more. My full conversation on Crypto Prime. TIMESTAMPS 00:00 Intro: Matt Cole on Strive and SATA 01:09 Strive’s shift into structured finance 02:44 ASST vs. SATA: amplified Bitcoin exposure vs. digital credit 07:28 What SATA is and how the preferred equity works 10:12 Why Strive calls SATA “digital credit” 13:32 Credit risk, Bitcoin drawdowns, and Strive’s reserves 17:46 Bitcoin return scenarios and SATA dividend sustainability 20:25 Bitcoin as collateral vs. cash-flowing assets 25:08 Does a 13% dividend mean higher risk? 29:47 How digital credit should be marketed 34:30 SATA vs. Strategy’s Stretch 36:25 Strategy, Michael Saylor, and Bitcoin’s market narrative 41:04 Why Bitcoin has drawn down 43:02 AI, IPOs, and capital flowing away from Bitcoin 43:44 OG Bitcoin holder selling pressure 47:20 What could bring Bitcoin momentum back 50:43 Closing thoughts

Matt Cole

19,386 просмотров • 2 месяцев назад

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
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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

103,897 просмотров • 1 месяц назад

I joined Laura K. Inamedinova at the Xapo Bank Conference in London on July 1 for a fireside chat on Bitcoin as Digital Capital, the emergence of Digital Credit, and the path to Bitcoin-backed Digital Money. Fix the money, fix the world. $BTC 00:42 — Bitcoin below $60K and the mission: “Fix the money, fix the world” 01:27 — Bitcoin as the dominant Digital Capital network and the next great digital transformation 02:55 — Bitcoin Dominance approaching 69–70% and why “the flippening” debate is over 04:21 — The next layers: Digital Credit and Digital Money built on Bitcoin 06:56 — Strategy as an institutional gateway: attracting $64–65B into Bitcoin across equity, derivatives, credit, and money markets 12:28 — $STRC: bitcoin-backed preferred equity designed to create asset-backed Digital Credit 15:33 — The $STRC breakthrough: potential tax-deferred credit dividends backed by unrealized Bitcoin gains 18:18 — Digital Credit on Digital Capital: the killer app of a $50B bitcoin-backed balance sheet 19:48 — Digital Money: zero-volatility, fiat-pegged, yield-bearing bitcoin-backed assets 22:32 — Stress testing $STRC through deeper Bitcoin drawdowns 25:51 — $STRC vs. Bitcoin in the bear market: stripping ~90% of Bitcoin’s downside volatility 27:04 — Transparent Digital Credit: modeling risk from Bitcoin price and volatility every 15 seconds 30:34 — The builder roadmap: “If you want to make money, make the money” 32:27 — $STRC, $SATA, and the credit layer behind bitcoin-backed Digital Money 36:20 — Wrapping Digital Money as accounts, funds, public products, or tokens 41:27 — Creating Digital Credit on Digital Capital, then Digital Money on Digital Credit 43:00 — 2026 headwinds: geopolitics, the Fed, AI capital rotation, and digital asset regulation 44:54 — Potential catalysts: $STRC returning to par, Digital Credit reaccelerating, and capital flowing back to Digital Capital 46:01 — Why current market conditions may be a strong entry point for Digital Money builders
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I joined Laura K. Inamedinova at the Xapo Bank Conference in London on July 1 for a fireside chat on Bitcoin as Digital Capital, the emergence of Digital Credit, and the path to Bitcoin-backed Digital Money. Fix the money, fix the world. $BTC 00:42 — Bitcoin below $60K and the mission: “Fix the money, fix the world” 01:27 — Bitcoin as the dominant Digital Capital network and the next great digital transformation 02:55 — Bitcoin Dominance approaching 69–70% and why “the flippening” debate is over 04:21 — The next layers: Digital Credit and Digital Money built on Bitcoin 06:56 — Strategy as an institutional gateway: attracting $64–65B into Bitcoin across equity, derivatives, credit, and money markets 12:28 — $STRC: bitcoin-backed preferred equity designed to create asset-backed Digital Credit 15:33 — The $STRC breakthrough: potential tax-deferred credit dividends backed by unrealized Bitcoin gains 18:18 — Digital Credit on Digital Capital: the killer app of a $50B bitcoin-backed balance sheet 19:48 — Digital Money: zero-volatility, fiat-pegged, yield-bearing bitcoin-backed assets 22:32 — Stress testing $STRC through deeper Bitcoin drawdowns 25:51 — $STRC vs. Bitcoin in the bear market: stripping ~90% of Bitcoin’s downside volatility 27:04 — Transparent Digital Credit: modeling risk from Bitcoin price and volatility every 15 seconds 30:34 — The builder roadmap: “If you want to make money, make the money” 32:27 — $STRC, $SATA, and the credit layer behind bitcoin-backed Digital Money 36:20 — Wrapping Digital Money as accounts, funds, public products, or tokens 41:27 — Creating Digital Credit on Digital Capital, then Digital Money on Digital Credit 43:00 — 2026 headwinds: geopolitics, the Fed, AI capital rotation, and digital asset regulation 44:54 — Potential catalysts: $STRC returning to par, Digital Credit reaccelerating, and capital flowing back to Digital Capital 46:01 — Why current market conditions may be a strong entry point for Digital Money builders

Michael Saylor

466,019 просмотров • 1 месяц назад

Bitcoin treasury companies are evolving FAST. In this conversation with Joe Burnett, MSBA, we discussed: • Why digital credit $STRC $SATA could be Bitcoin’s next major catalyst • How Strive $ASST is becoming one of Bitcoin’s most important treasury companies • Michael Saylor’s latest move with Strategy $MSTR • Why altcoins may struggle going forward • The rise of “amplified Bitcoin” • How Bitcoin-backed yield products could reshape Wall Street • Why Bitcoin could eventually reach $1.6M One of the biggest takeaways: Bitcoin is no longer just an asset: an entire financial system is being built on top of it. This feels a lot like Bitcoin in 2015… most people still don’t understand what’s coming. 00:00 Joe Burnett's Journey into Bitcoin 06:42 What Joe Burnett Actually Does at Strive 07:53 Why Strive Is Moving Faster Than Every Other Bitcoin Treasury Company 13:09 Strategy’s Shocking New Bitcoin Selling Plan Explained 19:06 The Most Important Takeaway from Strategy’s Earnings Call 25:18 Why Altcoins May Never Recover Against Bitcoin 28:11 Why Debt Is Dangerous for Bitcoin Treasury Companies 30:43 “The World Will Change This Week” — What Is Strive Building? 31:44 Strive’s New Digital Credit ETF Explained 34:31 Joe Burnett Reacts to Jeff Walton vs Coffeezilla 39:07 The Insurance Analogy That Changed the Debate 43:07 Which Bitcoin Treasury Companies Actually Matter? 47:58 Will Digital Credit Replace the 60/40 Portfolio? 52:17 Could Digital Credit Dividend Rates Stay High Forever? 57:58 Why Joe Thinks Bitcoin Is Entering a Historic New Era Full episode 👇
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Bitcoin treasury companies are evolving FAST. In this conversation with Joe Burnett, MSBA, we discussed: • Why digital credit $STRC $SATA could be Bitcoin’s next major catalyst • How Strive $ASST is becoming one of Bitcoin’s most important treasury companies • Michael Saylor’s latest move with Strategy $MSTR • Why altcoins may struggle going forward • The rise of “amplified Bitcoin” • How Bitcoin-backed yield products could reshape Wall Street • Why Bitcoin could eventually reach $1.6M One of the biggest takeaways: Bitcoin is no longer just an asset: an entire financial system is being built on top of it. This feels a lot like Bitcoin in 2015… most people still don’t understand what’s coming. 00:00 Joe Burnett's Journey into Bitcoin 06:42 What Joe Burnett Actually Does at Strive 07:53 Why Strive Is Moving Faster Than Every Other Bitcoin Treasury Company 13:09 Strategy’s Shocking New Bitcoin Selling Plan Explained 19:06 The Most Important Takeaway from Strategy’s Earnings Call 25:18 Why Altcoins May Never Recover Against Bitcoin 28:11 Why Debt Is Dangerous for Bitcoin Treasury Companies 30:43 “The World Will Change This Week” — What Is Strive Building? 31:44 Strive’s New Digital Credit ETF Explained 34:31 Joe Burnett Reacts to Jeff Walton vs Coffeezilla 39:07 The Insurance Analogy That Changed the Debate 43:07 Which Bitcoin Treasury Companies Actually Matter? 47:58 Will Digital Credit Replace the 60/40 Portfolio? 52:17 Could Digital Credit Dividend Rates Stay High Forever? 57:58 Why Joe Thinks Bitcoin Is Entering a Historic New Era Full episode 👇

One Chair

15,547 просмотров • 3 месяцев назад

WATCH - Strive CEO Matt Cole : Bitcoin Treasury Consolidation and the Future of Digital Credit Matt Cole sits down with isa⚡️ at The Bitcoin Conference to talk all things digital credit, the mechanics behind Strive's $SATA, and the Bitcoin hurdle rate thesis. Chapters: 02:20: How Bitcoin Treasury Companies Grow 05:11: Red Flags Inside the Fed 08:08: "Bitcoin Is the Hurdle Rate" 10:19: Why Meta & Mark Zuckerberg Need Bitcoin 13:37: Will Public Companies Hold Bitcoin Next Year 15:15: What Happens If Bitcoin Hits $1 Million 16:59: Orange-Pilling Washington DC 19:11 Digital Credit & Uniting the Bitcoin Community 25:11 Money Printing, Meta & How to Beat Bitcoin
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WATCH - Strive CEO Matt Cole : Bitcoin Treasury Consolidation and the Future of Digital Credit Matt Cole sits down with isa⚡️ at The Bitcoin Conference to talk all things digital credit, the mechanics behind Strive's $SATA, and the Bitcoin hurdle rate thesis. Chapters: 02:20: How Bitcoin Treasury Companies Grow 05:11: Red Flags Inside the Fed 08:08: "Bitcoin Is the Hurdle Rate" 10:19: Why Meta & Mark Zuckerberg Need Bitcoin 13:37: Will Public Companies Hold Bitcoin Next Year 15:15: What Happens If Bitcoin Hits $1 Million 16:59: Orange-Pilling Washington DC 19:11 Digital Credit & Uniting the Bitcoin Community 25:11 Money Printing, Meta & How to Beat Bitcoin

Bitcoin Magazine

18,313 просмотров • 1 месяц назад

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 $BTC adoption One of the most insightful discussions we’ve had on Bitcoin treasury strategy. 00:00 Avik Roy’s Bitcoin Origin Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 Will SATA & STRC Keep Paying Huge Yields? 52:35 Which Bitcoin Treasury Company Is Next? 56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s” 01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy Full episode 👇
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Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this conversation with Strive's Chief Strategy Officer Avik Roy, we break down: • Why Strategy’s latest earnings call changed the game • The rise of digital credit ($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 просмотров • 3 месяцев назад

Bitcoin has already won as Digital Capital. The next wave is Digital Credit, Digital Money, Digital Yield, and Bitcoin-backed capital markets — products that can bring trillions of dollars of traditional credit and money market capital onto Bitcoin. My interview with Cointelegraph at BTC Prague. 00:57 — Bitcoin in a drawdown: five major pullbacks in six years, stronger fundamentals, and rising dominance 02:23 — Digital Credit: from zero to an $11B+ asset class in 12 months 03:35 — Digital Money: bitcoin-backed yieldcoins and the path from 40 vol to 0 vol 04:31 — The opportunity for 8% yield in dollars, euros, yen, pounds, and francs 06:02 — $300T of credit, $30–50T of money markets, and the $10T opportunity for Bitcoin 07:19 — Why Bitcoin is winning economically, technically, and ethically 08:26 — Quantum computing, FUD, and why bear markets amplify Bitcoin debates 10:37 — AI capital rotation, Bitcoin’s current drawdown, and the path to recovery 11:36 — Six years of Strategy: why I would have moved faster into Digital Credit 12:22 — The ideal Bitcoin Treasury Company: common equity plus STRC-style Digital Credit 14:35 — The 32 BTC sale, the $100M bitcoin buyback, and why capital must back credit 17:02 — Defending the equity, credit, and bitcoin-backed capital structure 19:03 — The tradeoff: buy 200,000 BTC and sell 10,000 BTC — or buy and sell zero 20:15 — “Never sell,” Twitter trolls, and Strategy’s fiduciary obligations 22:06 — Bitcoin per share, long-term accretion, and accumulating through bull and bear markets 22:34 — $21B of equity raised in 16 weeks and ~$10B of bitcoin acquired this year 24:18 — The Strategic Bitcoin Reserve, US leadership, and supportive regulation 27:18 — Digital Credit, bank credit, and Digital Money bringing trillions onto Bitcoin 28:01 — Why Bitcoin can grow organically without central bank support
28:48

Bitcoin has already won as Digital Capital. The next wave is Digital Credit, Digital Money, Digital Yield, and Bitcoin-backed capital markets — products that can bring trillions of dollars of traditional credit and money market capital onto Bitcoin. My interview with Cointelegraph at BTC Prague. 00:57 — Bitcoin in a drawdown: five major pullbacks in six years, stronger fundamentals, and rising dominance 02:23 — Digital Credit: from zero to an $11B+ asset class in 12 months 03:35 — Digital Money: bitcoin-backed yieldcoins and the path from 40 vol to 0 vol 04:31 — The opportunity for 8% yield in dollars, euros, yen, pounds, and francs 06:02 — $300T of credit, $30–50T of money markets, and the $10T opportunity for Bitcoin 07:19 — Why Bitcoin is winning economically, technically, and ethically 08:26 — Quantum computing, FUD, and why bear markets amplify Bitcoin debates 10:37 — AI capital rotation, Bitcoin’s current drawdown, and the path to recovery 11:36 — Six years of Strategy: why I would have moved faster into Digital Credit 12:22 — The ideal Bitcoin Treasury Company: common equity plus STRC-style Digital Credit 14:35 — The 32 BTC sale, the $100M bitcoin buyback, and why capital must back credit 17:02 — Defending the equity, credit, and bitcoin-backed capital structure 19:03 — The tradeoff: buy 200,000 BTC and sell 10,000 BTC — or buy and sell zero 20:15 — “Never sell,” Twitter trolls, and Strategy’s fiduciary obligations 22:06 — Bitcoin per share, long-term accretion, and accumulating through bull and bear markets 22:34 — $21B of equity raised in 16 weeks and ~$10B of bitcoin acquired this year 24:18 — The Strategic Bitcoin Reserve, US leadership, and supportive regulation 27:18 — Digital Credit, bank credit, and Digital Money bringing trillions onto Bitcoin 28:01 — Why Bitcoin can grow organically without central bank support

Michael Saylor

263,229 просмотров • 2 месяцев назад

Bitcoin Is About To DEVOUR $300 Trillion - Strive CEO Matt Cole 0:00 The $3T Digital Credit Market 3:24 Why 11.5% Yield Beats Selling Bitcoin 5:17 How STRC & SATA Survived Bitcoin’s Crash 6:12 Why Institutions Want More Volatility 8:37 How To Pick Between STRC & SATA 10:13 Why Preferred Equity Wins For Bitcoin Bulls 14:21 "Products, Not Securities" 16:00 Bitcoin Crashed, Their Reserve Grew 19:44 The Bitcoin Treasury Consolidation Wave 24:05 Why Most Treasury Companies Will Fail 27:50 How Managing $70B Made Him BTC Maximalist 28:44 Calling Out The Fed To Their Face
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Bitcoin Is About To DEVOUR $300 Trillion - Strive CEO Matt Cole 0:00 The $3T Digital Credit Market 3:24 Why 11.5% Yield Beats Selling Bitcoin 5:17 How STRC & SATA Survived Bitcoin’s Crash 6:12 Why Institutions Want More Volatility 8:37 How To Pick Between STRC & SATA 10:13 Why Preferred Equity Wins For Bitcoin Bulls 14:21 "Products, Not Securities" 16:00 Bitcoin Crashed, Their Reserve Grew 19:44 The Bitcoin Treasury Consolidation Wave 24:05 Why Most Treasury Companies Will Fail 27:50 How Managing $70B Made Him BTC Maximalist 28:44 Calling Out The Fed To Their Face

The Wolf Of All Streets

306,783 просмотров • 3 месяцев назад

Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Chase Furey. We discuss how Chase views Digital Credit, Morgan Stanley's Bitcoin ETF, Bitcoin, AI and Energy, what's left for Bitcoin adoption, STRC and SATA in a bull market, the Bitcoin Treasuries ecosystem, and much more. Here's my conversation with Chase. 0:00 - Intro 0:13 - How Chase views Digital Credit 1:45 - Bitcoin, AI, & Energy 3:11 - Morgan Stanley’s Bitcoin ETF 6:24 - Can anyone catch up to Strategy and Saylor? 9:43 - What’s left for Bitcoin adoption? 11:44 - STRC and SATA in a bull market 14:21 - AI’s intersection with Bitcoin & MSTR over the next decade 17:21 - The Bitcoin Treasuries ecosystem
21:36

Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Chase Furey. We discuss how Chase views Digital Credit, Morgan Stanley's Bitcoin ETF, Bitcoin, AI and Energy, what's left for Bitcoin adoption, STRC and SATA in a bull market, the Bitcoin Treasuries ecosystem, and much more. Here's my conversation with Chase. 0:00 - Intro 0:13 - How Chase views Digital Credit 1:45 - Bitcoin, AI, & Energy 3:11 - Morgan Stanley’s Bitcoin ETF 6:24 - Can anyone catch up to Strategy and Saylor? 9:43 - What’s left for Bitcoin adoption? 11:44 - STRC and SATA in a bull market 14:21 - AI’s intersection with Bitcoin & MSTR over the next decade 17:21 - The Bitcoin Treasuries ecosystem

Tim Kotzman

19,297 просмотров • 4 месяцев назад

📺 The Bitcoin For Corporations Show Episode 25 now live — hosted by Pierre Rochard Spencer Nichols (Spencer Nichols) and Pierre break down Strategy’s latest earnings call and explain why its #Bitcoin-backed digital credit products may redefine corporate finance. 00:00 – Why Strategy’s Digital Credit Is the Real Product 05:00 – Bear-Market Stress Testing Without Margin Calls 10:00 – Bank Credit vs Non-Bank Credit Explained 15:00 – Bitcoin-Backed Lending and Institutional Demand 20:00 – STRC vs Bitcoin: Volatility and Yield 25:00 – Who These Products Are Actually For 30:00 – Ideology vs Adoption in Bitcoin Finance 35:00 – Strategy’s Plan to Increase Bitcoin Per Share 40:00 – Rates, Liquidity, and the AI Macro Backdrop 45:00 – Quantum Risk, Consensus, and “Don’t Panic” 50:00 – Security, Governance, and Bitcoin’s Upgrade Path 55:00 – What This Means for Bitcoin’s Financial Future 01:00:00 – Final Thoughts on Credit, Volatility, and Adoption
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Bitcoin For Corporations

17,702 просмотров • 6 месяцев назад

Bitcoin Capitalism — my keynote from BTC Prague 2026. Digital Capital is the foundation for Digital Credit, Digital Money, Digital Yield, Digital Equity, and a universe of Bitcoin-backed products and services. Timestamps: 01:37 - The Four Bitcoin Ideologies and the case for Bitcoin Capitalism 03:29 - Bitcoin as Digital Capital: thousand-year capital with a half-life of infinity 06:12 - Bitcoin network snapshot and ~68% dominance 07:41 - What is money? The Austrian view, the conventional investor view, and “Bitcoin is money, everything else is credit” 09:21 - Digital Money and Digital Credit: bitcoin-backed products for fiat-facing investors 11:28 - Digital Credit: an ~$11–12B asset class that was zero 12 months ago 14:54 - Bitcoin’s opportunity: $1T of bitcoin vs. $1,000T of global capital 15:43 - The 10-dimensional model for reaching stranded capital 16:44 - 1) Asset types: commodities, equities, credit, derivatives, real estate, money, and tokens 18:07 - 2) Capital functions: store of value, appreciation, income, collateral, and payments 19:29 - 3) Custody: self-custody, banks, custodians, broker-dealers, prime brokers, and exchanges 20:34 - 4) Jurisdictions: 664,000 legal and regulatory environments for capital 22:03 - 5) Distribution networks: banks, exchanges, payment networks, and $156T controlled by wealth advisors 23:13 - 6) Account forms: retirement accounts, brokerage accounts, insurance policies, treasuries, and trusts 24:51 - 7) Risk: market, currency, duration, regulatory, credit, technical, security, theft, and counterparty risk 26:03 - 8) Liquidity: transforming $350T of illiquid capital with liquid digital assets 28:02 - 9) Investors: banks control ~$200T and need compliant bitcoin-backed products 30:09 - 10) Product characteristics: fixed rate, floating rate, leverage, callability, fees, and structure 30:45 - The 10x10 matrix for channeling global capital into Bitcoin 31:19 - How $10–20T of capital could expand Bitcoin into a $100T network, moving from $70K to $700K to $7M per bitcoin 32:10 - Bitcoin Capitalism as a Darwinian market: winners, challengers, failures, and 1,400 companies tracked by Strategy 34:53 - Existing bitcoin-backed products: Trezor, Unchained, Fidelity Investments, FOLD BITCOIN, Tando, Relai 🇨🇭, Cash App, Hodl Hodl, AnchorWatch, meanwhile | Bitcoin Life Insurance, $IBIT, $STRC, and $MSTR 40:03 - Digital Capital, Digital Credit, Digital Money, and Digital Yield competing with traditional capital markets 41:03 - Digital Money and Digital Yield: better stablecoins and higher-yield bitcoin-backed products 47:27 - 3 ways to participate: savers, investors, and innovators 49:19 - The aluminum airplane analogy: people buy the product, not the commodity underneath 52:29 - Build a ₿ridge to connect $BTC to the global capital markets 53:42 - 10,000 products, 10,000 needs, and 100,000 corporate efforts to change the world
54:36

Bitcoin Capitalism — my keynote from BTC Prague 2026. Digital Capital is the foundation for Digital Credit, Digital Money, Digital Yield, Digital Equity, and a universe of Bitcoin-backed products and services. Timestamps: 01:37 - The Four Bitcoin Ideologies and the case for Bitcoin Capitalism 03:29 - Bitcoin as Digital Capital: thousand-year capital with a half-life of infinity 06:12 - Bitcoin network snapshot and ~68% dominance 07:41 - What is money? The Austrian view, the conventional investor view, and “Bitcoin is money, everything else is credit” 09:21 - Digital Money and Digital Credit: bitcoin-backed products for fiat-facing investors 11:28 - Digital Credit: an ~$11–12B asset class that was zero 12 months ago 14:54 - Bitcoin’s opportunity: $1T of bitcoin vs. $1,000T of global capital 15:43 - The 10-dimensional model for reaching stranded capital 16:44 - 1) Asset types: commodities, equities, credit, derivatives, real estate, money, and tokens 18:07 - 2) Capital functions: store of value, appreciation, income, collateral, and payments 19:29 - 3) Custody: self-custody, banks, custodians, broker-dealers, prime brokers, and exchanges 20:34 - 4) Jurisdictions: 664,000 legal and regulatory environments for capital 22:03 - 5) Distribution networks: banks, exchanges, payment networks, and $156T controlled by wealth advisors 23:13 - 6) Account forms: retirement accounts, brokerage accounts, insurance policies, treasuries, and trusts 24:51 - 7) Risk: market, currency, duration, regulatory, credit, technical, security, theft, and counterparty risk 26:03 - 8) Liquidity: transforming $350T of illiquid capital with liquid digital assets 28:02 - 9) Investors: banks control ~$200T and need compliant bitcoin-backed products 30:09 - 10) Product characteristics: fixed rate, floating rate, leverage, callability, fees, and structure 30:45 - The 10x10 matrix for channeling global capital into Bitcoin 31:19 - How $10–20T of capital could expand Bitcoin into a $100T network, moving from $70K to $700K to $7M per bitcoin 32:10 - Bitcoin Capitalism as a Darwinian market: winners, challengers, failures, and 1,400 companies tracked by Strategy 34:53 - Existing bitcoin-backed products: Trezor, Unchained, Fidelity Investments, FOLD BITCOIN, Tando, Relai 🇨🇭, Cash App, Hodl Hodl, AnchorWatch, meanwhile | Bitcoin Life Insurance, $IBIT, $STRC, and $MSTR 40:03 - Digital Capital, Digital Credit, Digital Money, and Digital Yield competing with traditional capital markets 41:03 - Digital Money and Digital Yield: better stablecoins and higher-yield bitcoin-backed products 47:27 - 3 ways to participate: savers, investors, and innovators 49:19 - The aluminum airplane analogy: people buy the product, not the commodity underneath 52:29 - Build a ₿ridge to connect $BTC to the global capital markets 53:42 - 10,000 products, 10,000 needs, and 100,000 corporate efforts to change the world

Michael Saylor

265,235 просмотров • 2 месяцев назад

How does Strategy navigate a challenging Bitcoin market, return $STRC to par, and continue compounding Bitcoin per share? In our Q2 earnings call, we laid out the strategy, reviewed our financial position and capital-management framework, and answered questions from equity analysts and industry experts. Prepared Remarks 00:00:00 - Welcome 00:01:20 - 843,775 BTC, 203,683 sats per share, $17B raised year to date, and Strategy’s position as the largest institutional holder of Bitcoin 00:03:27 - Q2 balance sheet: $49.7B of digital assets, $3.75B current USD reserve, lower debt, higher preferred equity, and strong stress-case coverage 00:08:57 - Bitcoin KPIs: 4.5% BTC Yield, 29,997 BTC Gain, and ~3.6x growth in Bitcoin per share since 2020 00:12:47 - Q2 execution: higher Bitcoin holdings, lower debt, larger USD reserves, stronger Bitcoin per share, and active capital management 00:15:03 - Strategy as a net buyer of Bitcoin and net issuer of Digital Credit: 48x more BTC bought than sold and 300x more Digital Credit issued than repurchased 00:18:47 - Returning $STRC to $99–$100 through USD reserves, Bitcoin monetization, repurchases, dividend management, and disciplined issuance 00:24:50 - Bitcoin liquidity: why Strategy’s bitcoin purchases and sales are not material to overall Bitcoin trading volume 00:33:03 - Bitcoin as Digital Capital: website metrics, the 200-week moving average, current headwinds, Bitcoin Dominance, banking adoption, and security coordination 00:44:08 - $STRC as flagship Digital Credit: liquidity, lower volatility, market depth, yield, investor base, path to par, and updated credit metrics 01:05:04 - Equity framework: hurdle rate, breakeven rate, floor rate, market skepticism, $MSTR outperformance, franchise advantages, and Strategy’s long-term ambition Q&A 01:19:31 - Why Bitcoin-backed borrowing is not currently the preferred path to build USD reserves 01:23:11 - Why Strategy is consolidating around $STRC instead of creating more instruments or selling volatility 01:40:37 - Equitizing, repaying, or refinancing convertible debt 01:43:18 - Covered calls, cash-secured puts, Digital Credit, Bitcoin as money, and marketing products to the 99% outside Bitcoin 01:59:22 - USD reserve minimums and the path to $STRC trading at par 02:00:55 - Amplification, USD/BTC reserve mix, and countercyclical capital management 02:12:04 - Why Strategy does not intend to issue $STRC below par 02:20:34 - Lessons from 2022 and 2026, tokenized securities, Digital Money, and the June 26 $STRC dislocation 02:34:54 - Closing remarks
2:35:11

How does Strategy navigate a challenging Bitcoin market, return $STRC to par, and continue compounding Bitcoin per share? In our Q2 earnings call, we laid out the strategy, reviewed our financial position and capital-management framework, and answered questions from equity analysts and industry experts. Prepared Remarks 00:00:00 - Welcome 00:01:20 - 843,775 BTC, 203,683 sats per share, $17B raised year to date, and Strategy’s position as the largest institutional holder of Bitcoin 00:03:27 - Q2 balance sheet: $49.7B of digital assets, $3.75B current USD reserve, lower debt, higher preferred equity, and strong stress-case coverage 00:08:57 - Bitcoin KPIs: 4.5% BTC Yield, 29,997 BTC Gain, and ~3.6x growth in Bitcoin per share since 2020 00:12:47 - Q2 execution: higher Bitcoin holdings, lower debt, larger USD reserves, stronger Bitcoin per share, and active capital management 00:15:03 - Strategy as a net buyer of Bitcoin and net issuer of Digital Credit: 48x more BTC bought than sold and 300x more Digital Credit issued than repurchased 00:18:47 - Returning $STRC to $99–$100 through USD reserves, Bitcoin monetization, repurchases, dividend management, and disciplined issuance 00:24:50 - Bitcoin liquidity: why Strategy’s bitcoin purchases and sales are not material to overall Bitcoin trading volume 00:33:03 - Bitcoin as Digital Capital: website metrics, the 200-week moving average, current headwinds, Bitcoin Dominance, banking adoption, and security coordination 00:44:08 - $STRC as flagship Digital Credit: liquidity, lower volatility, market depth, yield, investor base, path to par, and updated credit metrics 01:05:04 - Equity framework: hurdle rate, breakeven rate, floor rate, market skepticism, $MSTR outperformance, franchise advantages, and Strategy’s long-term ambition Q&A 01:19:31 - Why Bitcoin-backed borrowing is not currently the preferred path to build USD reserves 01:23:11 - Why Strategy is consolidating around $STRC instead of creating more instruments or selling volatility 01:40:37 - Equitizing, repaying, or refinancing convertible debt 01:43:18 - Covered calls, cash-secured puts, Digital Credit, Bitcoin as money, and marketing products to the 99% outside Bitcoin 01:59:22 - USD reserve minimums and the path to $STRC trading at par 02:00:55 - Amplification, USD/BTC reserve mix, and countercyclical capital management 02:12:04 - Why Strategy does not intend to issue $STRC below par 02:20:34 - Lessons from 2022 and 2026, tokenized securities, Digital Money, and the June 26 $STRC dislocation 02:34:54 - Closing remarks

Michael Saylor

327,525 просмотров • 1 месяц назад

I sat down with Strive CEO Matt Cole to discuss digital credit, $ASST, and $SATA. Matt Cole breaks down the mechanics, the dividend structures, what the risks are, Michael Saylor's decision to sell bitcoin, and why a thriving ecosystem of digital credit issuers is better for bitcoin long-term. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:41 - What is digital credit & what problem does it solve? 5:17 - How the carry trade works 8:48 - Daily dividends & dividend structure 10:52 - Downside risk & balance sheet protection 16:18 - The strongest critique of digital credit 19:32 - Michael Saylor selling bitcoin 27:03 - Bitcoin price action vs. bullish headlines 31:32 - Where is digital credit taking capital from? 36:44 - Banks, Jamie Dimon & systemic risk 38:52 - Strive vs. Strategy 42:38 - Too much bitcoin held by public companies? 48:33 - Strive's mission & the road ahead
52:17

I sat down with Strive CEO Matt Cole to discuss digital credit, $ASST, and $SATA. Matt Cole breaks down the mechanics, the dividend structures, what the risks are, Michael Saylor's decision to sell bitcoin, and why a thriving ecosystem of digital credit issuers is better for bitcoin long-term. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:41 - What is digital credit & what problem does it solve? 5:17 - How the carry trade works 8:48 - Daily dividends & dividend structure 10:52 - Downside risk & balance sheet protection 16:18 - The strongest critique of digital credit 19:32 - Michael Saylor selling bitcoin 27:03 - Bitcoin price action vs. bullish headlines 31:32 - Where is digital credit taking capital from? 36:44 - Banks, Jamie Dimon & systemic risk 38:52 - Strive vs. Strategy 42:38 - Too much bitcoin held by public companies? 48:33 - Strive's mission & the road ahead

Anthony Pompliano 🌪

308,426 просмотров • 3 месяцев назад

What does Wall Street actually see in Bitcoin? I sat down with someone leading the charge from the inside. Amy Oldenburg runs digital asset strategy at Morgan Stanley. We talk about how much Bitcoin should be in a portfolio, the success of $MSBT, why the price of bitcoin has been stuck and what could finally move it. Full conversation streaming now! TIMESTAMPS: 00:00 Tech Roots: From the 1999 Tech Bubble to Emerging Markets 8:26 Why Bitcoin Made Sense Early On 14:17 Morgan Stanley's Spot Bitcoin ETF 16:43 Why Aren't Institutions All-In On Bitcoin? 19:18 Record Demand for MSBT 21:21 Would Morgan Stanley Ever Issue Digital Credit? 23:42 The Advisor Gap: Why Isn’t Everyone Recommending Bitcoin? 28:37 What's Holding Bitcoin Back? 34:19 Corporate Balance Sheets 36:22 Bitcoin's Future 38:05 What Should More People Understand About Bitcoin? 39:15 Winner-Take-All Tech vs. Redundant Finance: The Industry's Future 45:32 Addressing Big Bank Skepticism
57:28

What does Wall Street actually see in Bitcoin? I sat down with someone leading the charge from the inside. Amy Oldenburg runs digital asset strategy at Morgan Stanley. We talk about how much Bitcoin should be in a portfolio, the success of $MSBT, why the price of bitcoin has been stuck and what could finally move it. Full conversation streaming now! TIMESTAMPS: 00:00 Tech Roots: From the 1999 Tech Bubble to Emerging Markets 8:26 Why Bitcoin Made Sense Early On 14:17 Morgan Stanley's Spot Bitcoin ETF 16:43 Why Aren't Institutions All-In On Bitcoin? 19:18 Record Demand for MSBT 21:21 Would Morgan Stanley Ever Issue Digital Credit? 23:42 The Advisor Gap: Why Isn’t Everyone Recommending Bitcoin? 28:37 What's Holding Bitcoin Back? 34:19 Corporate Balance Sheets 36:22 Bitcoin's Future 38:05 What Should More People Understand About Bitcoin? 39:15 Winner-Take-All Tech vs. Redundant Finance: The Industry's Future 45:32 Addressing Big Bank Skepticism

Natalie Brunell ⚡️

116,362 просмотров • 2 месяцев назад

The hardest thing in business is not seeing the future. It is surviving long enough to build it. My fireside chat with Julian Liniger at BTC Prague on focus, endurance, corporate transformation, and how entrepreneurs can use Bitcoin, AI, and digital finance to create the next generation of products. Full interview below. 00:00 - Bitcoin as the dominant global Digital Capital network: 17 years, hundreds of billions invested, and a potential $100T opportunity 00:51 - Bitcoin near the 200-week moving average: why $BTC is more compelling after a 50% drawdown 01:52 - Strategy’s scale and the media narrative: from ~$600M enterprise value to as high as ~$120B 10:29 - Bitcoin fundamentals: economic empowerment, sovereign property rights, and the dominant digital monetary network 12:16 - Why there is no second best: Bitcoin as Digital Capital, Digital Money, and a potential $100T network 16:09 - Entrepreneur advice: build a simple product using new technology to solve a real problem 20:30 - Focus, endurance, and the danger of dilutive distractions 32:25 - What I would build today: AI plus Digital Assets, especially Digital Money and Digital Yield 33:27 - Digital Credit: taking a 40 vol asset, stripping it to ~4 vol, and creating new yield products 34:57 - Digital Money: 6–8% yield in major currencies with no volatility 38:05 - $STRC, $SATA, and the next layer of bitcoin-backed financial products 48:52 - Q&A: why Strategy sold 32 BTC and why bitcoin-backed capital must support credit and equity 59:29 - Q&A: Strategy as a shock absorber: selling 32 BTC while buying net ~250,000 BTC during the bear market 01:02:39 - Why public companies protect Bitcoin through accounting, tax, legal, political, and economic advocacy 01:07:58 - Strategy as the extension of the Bitcoin network into the free market system
1:09:33

The hardest thing in business is not seeing the future. It is surviving long enough to build it. My fireside chat with Julian Liniger at BTC Prague on focus, endurance, corporate transformation, and how entrepreneurs can use Bitcoin, AI, and digital finance to create the next generation of products. Full interview below. 00:00 - Bitcoin as the dominant global Digital Capital network: 17 years, hundreds of billions invested, and a potential $100T opportunity 00:51 - Bitcoin near the 200-week moving average: why $BTC is more compelling after a 50% drawdown 01:52 - Strategy’s scale and the media narrative: from ~$600M enterprise value to as high as ~$120B 10:29 - Bitcoin fundamentals: economic empowerment, sovereign property rights, and the dominant digital monetary network 12:16 - Why there is no second best: Bitcoin as Digital Capital, Digital Money, and a potential $100T network 16:09 - Entrepreneur advice: build a simple product using new technology to solve a real problem 20:30 - Focus, endurance, and the danger of dilutive distractions 32:25 - What I would build today: AI plus Digital Assets, especially Digital Money and Digital Yield 33:27 - Digital Credit: taking a 40 vol asset, stripping it to ~4 vol, and creating new yield products 34:57 - Digital Money: 6–8% yield in major currencies with no volatility 38:05 - $STRC, $SATA, and the next layer of bitcoin-backed financial products 48:52 - Q&A: why Strategy sold 32 BTC and why bitcoin-backed capital must support credit and equity 59:29 - Q&A: Strategy as a shock absorber: selling 32 BTC while buying net ~250,000 BTC during the bear market 01:02:39 - Why public companies protect Bitcoin through accounting, tax, legal, political, and economic advocacy 01:07:58 - Strategy as the extension of the Bitcoin network into the free market system

Michael Saylor

336,876 просмотров • 2 месяцев назад

📹 WATCH: Michael Saylor delivers his keynote speech on Digital Credit at Strategy World 2026. He unpacks #Bitcoin as Digital Capital, explains how variable preferred equity (STRC) unlocks long-duration, tax-efficient yield with principal protection, and outlines a future where ETFs, tokens, and bank accounts are built on programmable Digital Credit. 0:00 – Making Money Digitally 1:00 – Bitcoin as Digital Capital 2:40 – Digital Credit & STRC 4:00 – Capital to Credit Breakthrough 5:26 – From Leverage to Variable Preferred 8:14 – Limits of Traditional Debt 11:30 – Equity Upside, Credit Safety 13:05 – Pricing BTC Risk 15:31 – STRF Through a 45% Drawdown 21:26 – Tax Yield & Treasury Strategy 27:51 – Programmable Digital Credit 37:47 – The Credit–Bitcoin Flywheel 44:12 – The $50T Opportunity
50:31

📹 WATCH: Michael Saylor delivers his keynote speech on Digital Credit at Strategy World 2026. He unpacks #Bitcoin as Digital Capital, explains how variable preferred equity (STRC) unlocks long-duration, tax-efficient yield with principal protection, and outlines a future where ETFs, tokens, and bank accounts are built on programmable Digital Credit. 0:00 – Making Money Digitally 1:00 – Bitcoin as Digital Capital 2:40 – Digital Credit & STRC 4:00 – Capital to Credit Breakthrough 5:26 – From Leverage to Variable Preferred 8:14 – Limits of Traditional Debt 11:30 – Equity Upside, Credit Safety 13:05 – Pricing BTC Risk 15:31 – STRF Through a 45% Drawdown 21:26 – Tax Yield & Treasury Strategy 27:51 – Programmable Digital Credit 37:47 – The Credit–Bitcoin Flywheel 44:12 – The $50T Opportunity

Bitcoin For Corporations

567,670 просмотров • 6 месяцев назад

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

518,352 просмотров • 4 месяцев назад

🎥WATCH: "The Fiat System Has Terminal Cancer" - Digital Credit is the Answer | Ep 12 Strive CEO Matt Cole sits down with Brandon to explain why the fiat system is failing, digital credit is for everyone, and his belief in Bitcoin fundamentals has never been stronger. Chapters: 01:26 — The "mild" bear market read 08:47 — Double-digit Bitcoin-backed yields 16:25 — SATA vs. common equity 23:25 — Digital credit and the bear market 31:32 — The year-three track record 38:51 — The dollar's "terminal" diagnosis 44:26 — Self-custody, cold storage, and Bitcoin 51:55 — Hyperbitcoinization and Strive's endgame 57:02 — Growing the pie and Michael Saylor
1:01:13

🎥WATCH: "The Fiat System Has Terminal Cancer" - Digital Credit is the Answer | Ep 12 Strive CEO Matt Cole sits down with Brandon to explain why the fiat system is failing, digital credit is for everyone, and his belief in Bitcoin fundamentals has never been stronger. Chapters: 01:26 — The "mild" bear market read 08:47 — Double-digit Bitcoin-backed yields 16:25 — SATA vs. common equity 23:25 — Digital credit and the bear market 31:32 — The year-three track record 38:51 — The dollar's "terminal" diagnosis 44:26 — Self-custody, cold storage, and Bitcoin 51:55 — Hyperbitcoinization and Strive's endgame 57:02 — Growing the pie and Michael Saylor

Bitcoin Magazine

20,713 просмотров • 2 месяцев назад

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

45,342 просмотров • 2 месяцев назад

2 months ago, I sat down with "The Reinsurance Podcast" in London to discuss Bitcoin, Insurance, Digital Credit and corporate Bitcoin adoption. Released yesterday (classic reinsurance speed). If this video does more than 785 views, it'll be the most watched Reinsurance podcast in the last 2 years... Good opportunity to see what some industry professionals are focused on within the market. The industry is completely ripe for disruption. 00:00 Intro 00:37 Meet Jeff Walton, CRO at Strive 01:50 From Reinsurance Broker to Bitcoiner 05:18 Lessons from Hail & Wildfire Market Shocks 08:29 Inflation, Trend Risk & CPI Skepticism 11:52 Bitcoin as a Balance Sheet Strategy 14:00 Why Insurers Don’t Hold Bitcoin 17:50 Explaining Bitcoin Simply (Ledger, Math, and Trust) 21:35 Store of Value, Medium of Exchange & Square's Role 25:48 Bitcoin ETFs and Market Maturity 28:56 Digital Credit & Bitcoin-backed Yield Products 33:23 Transparency vs Private Credit Risk 36:15 Reinsurers Reconsidering Balance Sheet Allocations 38:26 Is Bitcoin the Only Game in Town? 41:10 Corporate Credit Built on Bitcoin 44:00 Reinsurance, Digital Assets & Regulatory Inroads 47:55 Final Advice to the Reinsurance Market 51:01 Wrap-up & Farewell
52:19

2 months ago, I sat down with "The Reinsurance Podcast" in London to discuss Bitcoin, Insurance, Digital Credit and corporate Bitcoin adoption. Released yesterday (classic reinsurance speed). If this video does more than 785 views, it'll be the most watched Reinsurance podcast in the last 2 years... Good opportunity to see what some industry professionals are focused on within the market. The industry is completely ripe for disruption. 00:00 Intro 00:37 Meet Jeff Walton, CRO at Strive 01:50 From Reinsurance Broker to Bitcoiner 05:18 Lessons from Hail & Wildfire Market Shocks 08:29 Inflation, Trend Risk & CPI Skepticism 11:52 Bitcoin as a Balance Sheet Strategy 14:00 Why Insurers Don’t Hold Bitcoin 17:50 Explaining Bitcoin Simply (Ledger, Math, and Trust) 21:35 Store of Value, Medium of Exchange & Square's Role 25:48 Bitcoin ETFs and Market Maturity 28:56 Digital Credit & Bitcoin-backed Yield Products 33:23 Transparency vs Private Credit Risk 36:15 Reinsurers Reconsidering Balance Sheet Allocations 38:26 Is Bitcoin the Only Game in Town? 41:10 Corporate Credit Built on Bitcoin 44:00 Reinsurance, Digital Assets & Regulatory Inroads 47:55 Final Advice to the Reinsurance Market 51:01 Wrap-up & Farewell

Jeff Walton

12,714 просмотров • 7 месяцев назад