X @Anthony Pompliano 🌪
Anthony Pompliano 🌪·2025-07-21 23:56
I sat down with @WClementeIII and @0xbenharvey to discuss bitcoin treasury companies, including premiums, capital sources, debt levels, and bitcoin-per-share growth.Enjoy!TIMESTAMPS:0:00 - Intro1:12 - ‘Bitcoin treasuries uncovered’ takeaways8:06 - Strategy’s bitcoin per share has grown 11x11:27 - Altcoin vs bitcoin treasure companies18:38 - Capital that is flowing into bitcoin treasure companies20:49 - How to evaluate the performance of bitcoin treasure companies24:04 - Current macro backdrop and market out ...