Episode Details

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Timestamps:

00:00 Bullish Coins Teaser

00:18 Podcast Intro Guests

00:49 TradFi to Crypto Journey

01:55 Bitcoin Accident Coinbase Link

03:53 Why Launch BlueCoin

05:54 Token Due Diligence Framework

07:57 Top Holdings Bullish Picks

09:56 Market Timing Crypto Winter

12:36 Cycle Signals Allocation Leverage

15:41 Spot vs ETFs Staking

17:54 Using Leverage Like Pros

20:42 AI Meets Crypto Payments

23:44 MicroStrategy Deep Dive Setup

25:25 Premium Flywheel Explained

26:37 Why Pay The Premium

27:06 Leverage Via Capital Markets

29:21 Bull Markets And Doom Loop

31:41 Bear Case And Commodity Analogy

32:39 Stretch Preferred Shares Basics

33:44 From Margin Calls To Preferreds

35:49 Why Stretch Broke The Buck

38:18 Deleveraging And Stablecoin Contagion

40:02 Stabilizing The Capital Stack

41:15 Who Should Buy Stretch

42:50 Diversify And Key Man Risk

44:41 Moving Goalposts And MNAV

46:55 Fund Manager Lessons Learned

47:56 Raising Capital And Fund Design

50:44 Wrap Up And Where To Find Mike

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.