Bitcoin Holdings - Public companies hold nearly 1 million BTC [1] - 91% of Bitcoin treasuries are held by US-based companies [1] Dashboard Features - The dashboard tracks Bitcoin buying activity [1] - The dashboard tracks company locations holding Bitcoin [1] - The dashboard tracks the amount of Bitcoin controlled by each company [1]

Podcast Announcement - A new episode of "How Bitcoin Treasuries Will Cause The Next Bear Market" is available [1] - The podcast features @asilayhodling, @cbspears, and @btcszn2 [1] - The podcast is in partnership with @blockspacepod [1] Key Quote - @asilayhodling describes the situation as "kind of transparent Ponzi scheme" [1] Access Channels - The episode can be accessed on YouTube [1] - The episode can be accessed on Apple Podcasts [1] - The episode can be accessed via RSS feed [1]

Crypto Market & Investment Trends - 98 companies raised $86 billion in 8 weeks to invest in crypto assets [1] - Investment trusts experienced an 11x growth from 1927 to 1929 [1] - In 1929, trusts represented 33% of all capital issuance [1] MicroStrategy's Financials - MicroStrategy requires $300 million to $400 million annually for dividends [1] - MicroStrategy's Q1 revenue was only $111 million, which is less than its dividend obligations [1] Bitcoin Holdings - Public entities collectively hold approximately 900,000 Bitcoin [1]

Crypto Market & Investment Trends - 98 companies raised $86 billion in 8 weeks to invest in crypto assets [1] - Investment trusts experienced an 11x growth from 1927 to 1929 [1] - In 1929, trusts represented 33% of all capital issuance [1] MicroStrategy's Financials - MicroStrategy requires $300 million to $400 million annually for dividends [1] - MicroStrategy's Q1 revenue was only $111 million, which is less than its dividend obligations [1] Bitcoin Holdings - Public entities collectively hold approximately 900,000 Bitcoin [1]

Bitcoin Treasury Adoption - Semler Scientific 的董事长 Eric Semler 讨论了 Michael Saylor 对其的影响，以及比特币如何引领公司转型 [1] - 讨论了 Semler Scientific 采纳比特币作为公司资产储备的历程 [1] - 探讨了将比特币纳入公司资产负债表的实施过程 [1] - 讨论了为比特币投资筹集资金的问题 [1] - 讨论了针对公司比特币资产储备的潜在目标公司 [1] Institutional Perspective - 讨论了机构采纳比特币以及建立信誉的问题 [1] - 探讨了大型科技公司对比特币的犹豫态度 [1] Financial Innovation - 讨论了比特币带来的金融创新 [1] - 讨论了稳定币的增长 [1] Challenges - 讨论了市值净资产倍数 (mNAV) 和流动性挑战 [1]

BITCOIN TREASURIES ARE THE FUTUREI talk to Eric Semler, Chairman of Semler Scientific, about getting orange-pilled by Michael Saylor, and the Bitcoin-led turnaround at his company.Eric was a fascinating guest.Follow him👉 @SemlerEricTIME STAMPS1:40 - Investing in Eastern Europe4:30 - Eric's Journalistic Approach to Investing6:13 - Semler Scientific Origins9:20 - Adopting a Bitcoin Treasury Company13:15 - Implementing Bitcoin at Semler Scientific16:21 - Raising Capital20:26 - mNAV and Liquidity Challenges24:2 ...

Market Overview & Investment Strategy - The speaker emphasizes the importance of monitoring global events and potential economic challenges, including geopolitical issues, the rise of AI, and the rising cost of living, to inform investment decisions [1] - The analysis suggests "ungambling" oneself by reassessing investment strategies in light of economic uncertainties [2] - The speaker advocates for considering stablecoins as a potentially promising sector, highlighting Tether's dominance in transaction volume [3] - The analysis suggests that investments in companies with Bitcoin treasuries, such as MicroStrategy and Marathon, could be beneficial [4] Cryptocurrency Performance Analysis - A Dollar-Cost Averaging (DCA) simulation from November 2022 to June 2024 reveals that Bitcoin yielded a 169% return, turning a $19,000 investment into $52,000 [2] - Ethereum's DCA performance during the same period resulted in only a 14% increase, turning a $19,000 investment into $2,000 profit [3] - XRP and Solana outperformed Bitcoin in the DCA simulation, with Solana yielding a 254% return [3] - Several altcoins, including Binancecoin (74%), Tron (162%), Dogecoin (58%), and Cardano (38%), underperformed compared to Bitcoin's 169% return [3] - Pepecoin showed a significant return of 366%, outperforming Bitcoin [3] - Some altcoins like Avax (-8%), Shiba Inu (-2%), Aptos (-33%), ICP (-20%), Ethereum Classic (-195%) showed negative returns [3] Stablecoin & Blockchain Analysis - Tether (USDT) leads in stablecoin transaction volume, while Circle (CRCL), the company behind USDC, is highlighted as a potential investment [3] - Tron shows significant stablecoin transaction volume, correlating with its relatively better performance in the DCA simulation [4] - Binance and Solana also exhibit notable stablecoin transaction counts [4] Security & Risk Management - The speaker shares a personal experience of nearly falling victim to a scam and emphasizes the importance of verifying information directly from the source to avoid scams [1] - The speaker advises caution when connecting wallets to claim airdrops, citing potential security risks [7] - The speaker recommends diversifying cold storage solutions to mitigate risks [35]