I sat down with Jeff Park (@dgt10011) to discuss the intelligent investor vs ideological investor, radical portfolio theory, rise of prediction markets, stablecoins, and what the future of bitcoin treasury companies looks like.Enjoy!YouTube: https://t.co/HvzCLVvYYmSpotify: https://t.co/qkfUbfQphyApple: https://t.co/HkLXxWPqKHTIMESTAMPS:0:00 - Intro0:35 - Intelligent investor vs Ideological investor3:51 - Radical portfolio theory10:04 - Why prediction markets will be huge15:21 - What is the role of stablecoi ...

This is the chief utility of bitcoin treasury companies.Bringing leveraged bitcoin exposure to institutions whose mandates preclude them from holding spot BTC or spot BTC ETFs.The skilled operators who do it the right way are fulfilling a noble and necessary objective.BitcoinTreasuries.NET (@BTCtreasuries):JUST IN: $167 Billion Swiss Central Bank (SNB) has bought $37 million worth of Strategy $MSTR stocks.Now holding 749k shares worth over $253 Million. https://t.co/V8wourfJqg ...

the original Bitcoin community was in Asia. You know, it was not the US. I actually have a theory that I've developed over the past like four years, which is you tend to see the meta or the narrative of the cycle that we're in happen once in a small way in the cycle before. You're going to see is all of the best companies in the world adopting a Bitcoin strategy to pour their profits into Bitcoin. And you're going to see the market reward that massively.That's going to create this flywheel effect for the Bi ...

@IIICapital We're live!https://t.co/s2dCvg4YqrHorizon (@JoinHorizon_):NEW: Over The Horizon 🎙️Joe Burnett (@IIICapital), Director of Bitcoin Strategy at Semler Scientific, joins me to discuss:– How they passed 5,000 BTC– What intelligent leverage really means– Why mNAV premiums exist– Bitcoin treasury companies as the banks of the future https://t.co/9rlRDMY8Fk ...

Key Observations on Bitcoin Treasury Companies - Bitcoin treasury companies are accumulating Bitcoin on their balance sheets, a strategy pioneered by Michael Sailor [1] - Around 130 publicly traded companies have added Bitcoin to their treasuries, and that number keeps growing [4] - These companies raise capital by issuing shares or convertible bonds to buy Bitcoin [5][6] - The stocks of these companies trade like leveraged Bitcoin plays, with prices moving more than Bitcoin's price [10] - Standard Chartered predicts Bitcoin could reach $250,000 by the end of 2025 and $500,000 by 2028 due to this accumulation [26] - Over 3% of the total Bitcoin supply is held by public companies, and could eventually reach one-third [27] Risks and Concerns - These companies are using leverage to fund Bitcoin purchases, which poses a risk [14] - If Bitcoin falls below $9,000, nearly half of these companies could be underwater [16] - Most Bitcoin treasury companies trade at a premium, which may not be sustainable [18][20] - Some companies might take on more aggressive strategies to maintain elevated stock prices [20]

Is buying shares of a company that exists only to hoard Bitcoin (BTC 1.92%) smarter than buying Bitcoin itself? To an emerging wave of Bitcoin treasury companies, the answer to that question is maybe.Huge and consistent purchases of the coin by the leading business in the segment, Strategy (MSTR -4.69%), are setting the example for others to follow, with its shares rising by 230% during the past 12 months, far above Bitcoin's return of 67%. That makes buying the treasury operators sound very appealing. But ...