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Bitcoin Treasury Companies: Bullish or 2025 Crash Catalyst? | Jesse Myers | BFM174
Episode 174
Jesse Myers is a prominent Bitcoin advocate who implements Bitcoin treasury strategies for UTXO Management portfolio companies Moon Inc. (Hong Kong) and Smarter Web Company (UK).
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🕑 TIMESTAMPS
00:00 - Introduction to Bitcoin Treasury Companies
02:51 - Understanding Bitcoin Ownership Before Investment
05:23 - Evaluating Premiums on Bitcoin Treasury Stocks
08:17 - The Role of Bitcoin Yield in Investment Decisions
11:16 - Comparing Bitcoin Treasury Companies to Traditional Equities
14:26 - The Future of Bitcoin Treasury Companies
17:34 - Risks and Opportunities in Bitcoin Treasury Investments
20:34 - Community and Market Dynamics in Bitcoin Treasury Companies
23:27 - The Impact of TradFi on Bitcoin Treasury Companies
26:25 - The Trojan Horse Concept in Bitcoin Investments
29:16 - Securing Bitcoin's Future Through Treasury Companies
39:44 - The Belief in Bitcoin Treasury Companies
40:31 - Profitability and Sustainability in Bitcoin Treasuries
41:54 - Market Dynamics and MNAV Considerations
46:45 - Innovations in Bitcoin Financial Products
51:44 - Regulatory Impact on Bitcoin Accessibility
54:36 - Understanding Bitcoin Yield and Its Implications
01:06:43 - Corporate Adoption of Bitcoin as a Treasury Asset
01:14:20 - The Value of Bitcoin Treasury Companies
01:16:24 - Understanding Capital Allocation and Dividends
01:18:03 - The Bizarro World of Fiat Economics
01:19:39 - Existential Threats and Bitcoin Adoption
01:21:51 - The Role of Bitcoin Treasury Companies
01:25:59 - The Future of Bitcoin and Wall Street
01:28:01 - The Delicate Balance of Bitcoin Adoption
01:30:58 - The Yuppie Elite and Bitcoin Acceptance
01:42:07 - The Future of Bitcoin Treasury Companies
01:46:53 - Concluding Thoughts on Bitcoin's Journey
ℹ️ EPISODE SUMMARYJoin Bram Kanstein and Jesse Myers in their critical debate surrounding Bitcoin treasury companies. Are these companies merely a passing hype or a sustainable financial innovation and something to pay attention to? Bram and Jesse engage in a comprehensive discussion, examining the parallels between Bitcoin treasuries and the ICO craze, and exploring the potential risks and rewards. Lear
Published on 4 weeks ago