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Bitcoin, MSTR, Macro & QE w/ Richard Haas

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Manage episode 466802833 series 3624135
Content provided by Timothy Kotzman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Timothy Kotzman 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.

Richard Haas, Founder & Managing Director at O'Hara Partners, joins the show to discuss if the narrative around Bitcoin is shifting, how scarcity of Bitcoin will come into play, and if the valuation of Strategy will change moving forward.

- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.

https://onrampbitcoin.com/

- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman

Richard Haas on X: https://x.com/RichardAHaas

0:00 - Intro

1:12 - Richard’s background

6:27 - Richard’s outlook for Strategy and Bitcoin

12:49 - Is BlackRock shifting the narrative on Bitcoin and could this be a longer cycle?

16:44 - How does the scarcity of Bitcoin come into play?

19:59 - Will banks being able to custody Bitcoin affect HODL rates?

21:43 - Richard’s thoughts on the reverse repo being drained and possible restart of Quantitative Easing?

36:15 - Are stablecoins and the appreciation of Bitcoin’s price tools that can be used to help out the treasury market?

39:53 - How does everything apply to Bitcoin treasuries like MSTR?

43:30 - How long could a liquidity gap last?

46:38 - Will the valuation of Strategy change moving forward?

51:06 - Closing thoughts and where to find Richard online

#podcast #bitcoin #microstrategy #investing #mstr #btc

  continue reading

84 episodes

Artwork
iconShare
 
Manage episode 466802833 series 3624135
Content provided by Timothy Kotzman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Timothy Kotzman 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.

Richard Haas, Founder & Managing Director at O'Hara Partners, joins the show to discuss if the narrative around Bitcoin is shifting, how scarcity of Bitcoin will come into play, and if the valuation of Strategy will change moving forward.

- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.

https://onrampbitcoin.com/

- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman

Richard Haas on X: https://x.com/RichardAHaas

0:00 - Intro

1:12 - Richard’s background

6:27 - Richard’s outlook for Strategy and Bitcoin

12:49 - Is BlackRock shifting the narrative on Bitcoin and could this be a longer cycle?

16:44 - How does the scarcity of Bitcoin come into play?

19:59 - Will banks being able to custody Bitcoin affect HODL rates?

21:43 - Richard’s thoughts on the reverse repo being drained and possible restart of Quantitative Easing?

36:15 - Are stablecoins and the appreciation of Bitcoin’s price tools that can be used to help out the treasury market?

39:53 - How does everything apply to Bitcoin treasuries like MSTR?

43:30 - How long could a liquidity gap last?

46:38 - Will the valuation of Strategy change moving forward?

51:06 - Closing thoughts and where to find Richard online

#podcast #bitcoin #microstrategy #investing #mstr #btc

  continue reading

84 episodes

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