Bears Are Wrong About Strategy’s Bitcoin Play

Ed and Tim from Bitcoin Treasuries join us to talk about the explosive growth of bitcoin treasury companies, why traditional metrics don't work anymore, MicroStrategy's continued outperformance versus the Mag 7, mining companies losing narrative appeal, and their upcoming September 17th Bitcoin Treasuries Unconference in NYC.


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**Notes:**


• MSTR outperformed Mag 7 every day for a year


• Traditional PE ratios don't work for BTC cos


• MicroStrategy: $500M revenue, $75M profit


• Fixed income markets worth $4 trillion


• Many treasury cos trade below NAV


• Bitcoin gains counted as revenue now


Timestamps


00:00 Start


01:17 Conference & podcast


03:01 MSTR price lag


05:20 Market outlook


06:55 Why BTC treasury companies?


09:30 Comparing companies


15:03 Bearish BTC miners?


18:34 Future of treasury companies


22:20 Winner take most or all?


23:27 Attracting capital


26:23 Bitmex Report


28:56 Conference highlights


32:55 Wrap up


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Видео Bears Are Wrong About Strategy’s Bitcoin Play канала Blockspace