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Bitcoin Treasury Companies After the Bloodbath: What Survives and Why

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Manage episode 508632200 series 2660001
Content provided by Swan Bitcoin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Swan Bitcoin 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.
  • Ben and Jeff break down Strive’s reverse merger and rapid acquisition of Similar Scientific—completed in just four days.
  • The deal strengthens balance sheet credit quality, improves leverage capacity, and positions the combined entity for perpetual preferred securities.
  • Connection to Vivek Ramaswamy’s background in healthcare and politics creates potential synergies for future spin-offs.
  • Bitcoin Treasury Company sector has faced a steep correction, but consolidation may create stronger, scalable firms.
  • Ben emphasizes scale—5,000+ BTC balance sheets—as key for accessing institutional preferred markets.
  • Treasury companies are experimenting with innovative financing structures (ATM issuance, convertible bonds, perpetual preferreds).
  • Discussion on investor psychology: short-termism in equities vs. the long-term thesis of Bitcoin.
  • Jeff presents historical math showing 4-year holding periods in Bitcoin and MicroStrategy always produced positive returns.
  • Broader economic commentary: mispriced bond risk, housing affordability crisis, and wealth inequality.
  • Hosts stress that Bitcoin itself should remain the foundation of portfolios, with treasury companies and credit products as higher-risk layers.

Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.

Put Bitcoin into your IRA and own your future. Check out swan.com/ira.

Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

  continue reading

231 episodes

Artwork
iconShare
 
Manage episode 508632200 series 2660001
Content provided by Swan Bitcoin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Swan Bitcoin 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.
  • Ben and Jeff break down Strive’s reverse merger and rapid acquisition of Similar Scientific—completed in just four days.
  • The deal strengthens balance sheet credit quality, improves leverage capacity, and positions the combined entity for perpetual preferred securities.
  • Connection to Vivek Ramaswamy’s background in healthcare and politics creates potential synergies for future spin-offs.
  • Bitcoin Treasury Company sector has faced a steep correction, but consolidation may create stronger, scalable firms.
  • Ben emphasizes scale—5,000+ BTC balance sheets—as key for accessing institutional preferred markets.
  • Treasury companies are experimenting with innovative financing structures (ATM issuance, convertible bonds, perpetual preferreds).
  • Discussion on investor psychology: short-termism in equities vs. the long-term thesis of Bitcoin.
  • Jeff presents historical math showing 4-year holding periods in Bitcoin and MicroStrategy always produced positive returns.
  • Broader economic commentary: mispriced bond risk, housing affordability crisis, and wealth inequality.
  • Hosts stress that Bitcoin itself should remain the foundation of portfolios, with treasury companies and credit products as higher-risk layers.

Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.

Put Bitcoin into your IRA and own your future. Check out swan.com/ira.

Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

  continue reading

231 episodes

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