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Metaplanet, Strategy, and the Corporate Bitcoin Race | Dylan LeClair
Manage episode 497387658 series 2794696
Content provided by Danny Knowles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danny Knowles 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.
Dylan LeClair breaks down the rise of Bitcoin treasury companies, why corporate adoption may be hitting a “gradually then suddenly” inflection point, and whether Michael Saylor’s lead is now insurmountable.
We get into how Metaplanet scaled from a few hundred Bitcoin to 16,000+, what’s driving premiums over NAV, and why public capital markets are becoming the biggest buyers of Bitcoin.
Dylan also explains Saylor’s latest innovation, “Stretch", and explains why this could transform corporate balance sheets and fixed income markets.
In this episode:
- How corporate treasuries are competing in a winner-take-most market
- Why premiums to NAV compress - and when they could expand again
- The mechanics behind Stretch
- How liquidity, interest rates, and credit markets drive Bitcoin price action
THANKS TO OUR SPONSORS:
Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Dylan LeClair: https://x.com/DylanLeClair_
88 episodes
Share
Manage episode 497387658 series 2794696
Content provided by Danny Knowles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danny Knowles 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.
Dylan LeClair breaks down the rise of Bitcoin treasury companies, why corporate adoption may be hitting a “gradually then suddenly” inflection point, and whether Michael Saylor’s lead is now insurmountable.
We get into how Metaplanet scaled from a few hundred Bitcoin to 16,000+, what’s driving premiums over NAV, and why public capital markets are becoming the biggest buyers of Bitcoin.
Dylan also explains Saylor’s latest innovation, “Stretch", and explains why this could transform corporate balance sheets and fixed income markets.
In this episode:
- How corporate treasuries are competing in a winner-take-most market
- Why premiums to NAV compress - and when they could expand again
- The mechanics behind Stretch
- How liquidity, interest rates, and credit markets drive Bitcoin price action
THANKS TO OUR SPONSORS:
Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Dylan LeClair: https://x.com/DylanLeClair_
88 episodes
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Similar to What Bitcoin Did
Africa-focused technology, digital and innovation ecosystem insight and commentary.
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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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continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
…
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continue reading
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