The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
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Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital 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.
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From Harvard to MicroStrategy—valuing MSTR and building Bitcoin24
Manage episode 446355083 series 3516333
Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital 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 episode, we sit down with Chaitanya Jain (CJ), an MBA candidate at Harvard Business School and strategist at MicroStrategy, who worked closely with Michael Saylor on the recent open source Bitcoin24 model. CJ shares his experience talking about bitcoin at HBS, detailing efforts to distinguish it from broader crypto discussions. We explore Michael Saylor’s perspective on whether bitcoin is money or just another asset. CJ offers insights into building the Bitcoin24 model and MicroStrategy’s evolving custody strategy, including the future of bitcoin in banking and other companies adopting MicroStrategy’s bitcoin strategy. We also cover their acquisition strategy using equity and convertible notes, the constraints they face, and how to think about valuing MicroStrategy in relation to their NAV. Last, CJ discusses MicroStrategy's potential future S&P 500 inclusion, effective bitcoin advocacy techniques, and the most significant risks to bitcoin today.
SUPPORT THE PODCAST:
→ Subscribe
→ Leave a review
→ Share the show with your friends and family
→ Send us an email [email protected]
→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description
→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier
TIMESTAMPS:
00:00:00 Introduction and background
00:03:23 Experience at HBS with bitcoin
00:06:06 Efforts to differentiate bitcoin from crypto at HBS
00:08:13 Bitcoin and crypto courses at HBS
00:10:21 Michael Saylor’s view of bitcoin: money or asset?
00:12:12 Catalysts for HBS interest in bitcoin
00:14:06 Key takeaways from interacting with Michael Saylor
00:18:25 Valuing bitcoin without cash flows
00:20:36 Building the Bitcoin24 model with MicroStrategy
00:24:24 MicroStrategy’s bitcoin custody strategy
00:26:32 Future of bitcoin in banking
00:30:55 Other companies following MicroStrategy’s bitcoin strategy
00:38:21 MicroStrategy’s bitcoin acquisition strategy: equity and convertible notes
00:46:24 Limits on equity issuances and convertible notes
00:50:24 Common misunderstandings about MicroStrategy
00:52:42 MicroStrategy’s inclusion in the S&P 500
00:58:26 Bitcoin advocacy and persuasion techniques
00:59:10 Biggest risks to bitcoin
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Chaitanya Jain’s Twitter: https://x.com/_ChaitanyaJ
90 episodes
Share
Manage episode 446355083 series 3516333
Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital 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 episode, we sit down with Chaitanya Jain (CJ), an MBA candidate at Harvard Business School and strategist at MicroStrategy, who worked closely with Michael Saylor on the recent open source Bitcoin24 model. CJ shares his experience talking about bitcoin at HBS, detailing efforts to distinguish it from broader crypto discussions. We explore Michael Saylor’s perspective on whether bitcoin is money or just another asset. CJ offers insights into building the Bitcoin24 model and MicroStrategy’s evolving custody strategy, including the future of bitcoin in banking and other companies adopting MicroStrategy’s bitcoin strategy. We also cover their acquisition strategy using equity and convertible notes, the constraints they face, and how to think about valuing MicroStrategy in relation to their NAV. Last, CJ discusses MicroStrategy's potential future S&P 500 inclusion, effective bitcoin advocacy techniques, and the most significant risks to bitcoin today.
SUPPORT THE PODCAST:
→ Subscribe
→ Leave a review
→ Share the show with your friends and family
→ Send us an email [email protected]
→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description
→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier
TIMESTAMPS:
00:00:00 Introduction and background
00:03:23 Experience at HBS with bitcoin
00:06:06 Efforts to differentiate bitcoin from crypto at HBS
00:08:13 Bitcoin and crypto courses at HBS
00:10:21 Michael Saylor’s view of bitcoin: money or asset?
00:12:12 Catalysts for HBS interest in bitcoin
00:14:06 Key takeaways from interacting with Michael Saylor
00:18:25 Valuing bitcoin without cash flows
00:20:36 Building the Bitcoin24 model with MicroStrategy
00:24:24 MicroStrategy’s bitcoin custody strategy
00:26:32 Future of bitcoin in banking
00:30:55 Other companies following MicroStrategy’s bitcoin strategy
00:38:21 MicroStrategy’s bitcoin acquisition strategy: equity and convertible notes
00:46:24 Limits on equity issuances and convertible notes
00:50:24 Common misunderstandings about MicroStrategy
00:52:42 MicroStrategy’s inclusion in the S&P 500
00:58:26 Bitcoin advocacy and persuasion techniques
00:59:10 Biggest risks to bitcoin
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Chaitanya Jain’s Twitter: https://x.com/_ChaitanyaJ
90 episodes
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Similar to The Bitcoin Frontier
The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
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continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
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