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MSTR's $84 Billion Play - Bitcoin's Bullish Setup - w/ Ben Werkman
Manage episode 480443095 series 2660001
MicroStrategy’s Vision: A landmark two-hour earnings call revealed MSTR’s intensified strategy, expanding the “21/21 Plan” to a 42/42 Plan, doubling their equity and fixed income issuance goal to $42B each.
Bitcoin Outperforming Tech: BTC has outpaced major tech stocks, decoupling from Nasdaq and S&P 500. The team discusses why Bitcoin is now seen as digital gold, not a speculative tech asset.
The Rise of Bitcoin Treasuries: MSTR's creative debt and equity strategies — including STRIKE and STRIFE — aim to unlock trillions in institutional capital. Saylor’s push for credit ratings could supercharge access to global fixed income markets.
Macro Analysis: John Haar explains why traditional valuations in tech are maxed out, while Bitcoin remains undervalued and insulated from trade tensions and sovereign risk.
Bitcoin as Outside Money: Steven Lubka shares a historical lens on Bitcoin reintroducing the “outside option” — a true escape from politically controlled fiat systems.
Nation-State Game Theory: The panel contemplates how Bitcoin fits into sovereign strategy and why it’s becoming an unavoidable discussion in geopolitics and macroeconomics.
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.
214 episodes
Manage episode 480443095 series 2660001
MicroStrategy’s Vision: A landmark two-hour earnings call revealed MSTR’s intensified strategy, expanding the “21/21 Plan” to a 42/42 Plan, doubling their equity and fixed income issuance goal to $42B each.
Bitcoin Outperforming Tech: BTC has outpaced major tech stocks, decoupling from Nasdaq and S&P 500. The team discusses why Bitcoin is now seen as digital gold, not a speculative tech asset.
The Rise of Bitcoin Treasuries: MSTR's creative debt and equity strategies — including STRIKE and STRIFE — aim to unlock trillions in institutional capital. Saylor’s push for credit ratings could supercharge access to global fixed income markets.
Macro Analysis: John Haar explains why traditional valuations in tech are maxed out, while Bitcoin remains undervalued and insulated from trade tensions and sovereign risk.
Bitcoin as Outside Money: Steven Lubka shares a historical lens on Bitcoin reintroducing the “outside option” — a true escape from politically controlled fiat systems.
Nation-State Game Theory: The panel contemplates how Bitcoin fits into sovereign strategy and why it’s becoming an unavoidable discussion in geopolitics and macroeconomics.
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.
214 episodes
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