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Unpacking The Crypto Treasury Meta

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Manage episode 493003584 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this live panel from Permissionless IV, we unpack the rapid rise of token acquisition vehicles like MicroStrategy and Defi Dev Corp. We explore why institutions are using these vehicles to accumulate crypto faster, analyze premium-to-NAV dynamics, discuss the evolution from equity issuance to innovative debt structures like converts and moving strike warrants, and debate sustainability risks if NAV premiums collapse. Enjoy!

__

Follow Dan: https://x.com/CryptoIRGuy

Follow Tom: https://x.com/fundstrat

Follow David: https://x.com/David_Grid

Follow Felix: https://x.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

__

Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on https://Ledger.com.

Timestamps:

(00:00) Introduction

(01:05) The Rise of Crypto Treasury Companies

(07:45) What Catalyzed this Trend?

(08:27) Ledger Ad

(09:24) What Catalyzed this Trend?

(14:17) Unpacking the Capital Structure

(20:26) Risks to Crypto Treasury Companies

(22:06) Ledger Ad

(23:00) Risks to Crypto Treasury Companies

(30:53) Asset Unwind Risk

__

Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Macro #Investing #Crypto #Markets #ForwardGuidance

  continue reading

515 episodes

Artwork

Unpacking The Crypto Treasury Meta

Forward Guidance

145 subscribers

published

iconShare
 
Manage episode 493003584 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this live panel from Permissionless IV, we unpack the rapid rise of token acquisition vehicles like MicroStrategy and Defi Dev Corp. We explore why institutions are using these vehicles to accumulate crypto faster, analyze premium-to-NAV dynamics, discuss the evolution from equity issuance to innovative debt structures like converts and moving strike warrants, and debate sustainability risks if NAV premiums collapse. Enjoy!

__

Follow Dan: https://x.com/CryptoIRGuy

Follow Tom: https://x.com/fundstrat

Follow David: https://x.com/David_Grid

Follow Felix: https://x.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

__

Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on https://Ledger.com.

Timestamps:

(00:00) Introduction

(01:05) The Rise of Crypto Treasury Companies

(07:45) What Catalyzed this Trend?

(08:27) Ledger Ad

(09:24) What Catalyzed this Trend?

(14:17) Unpacking the Capital Structure

(20:26) Risks to Crypto Treasury Companies

(22:06) Ledger Ad

(23:00) Risks to Crypto Treasury Companies

(30:53) Asset Unwind Risk

__

Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Macro #Investing #Crypto #Markets #ForwardGuidance

  continue reading

515 episodes

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