Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
…
continue reading
Content provided by CoinDesk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CoinDesk 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://ppacc.player.fm/legal.
Similar to CoinDesk Podcast Network
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell and the rotating cast of The Hustle. Plus, expert insight on business strategies including marketing, scaling, sales, and overall entrepreneurship.
…
continue reading
The latest business and finance news from around the world, on the BBC.
…
continue reading
Wake-up with America's first news - Host Gordon Deal goes beyond the headlines with the day's first look at news and business news from the U.S. and around the world; bringing a lively blend of intelligent information, humor, and expert analysis to morning radio.
…
continue reading
Wrap your day with the world’s biggest stories. We set the bar on the daily news catch-up, going deeper on news stories that speak to the moment. An evening news podcast updated seven days a week, from CBC News. Sort out what's real, what's relevant and what’s truly new, from a Canadian perspective, with hosts Susan Bonner and Stephanie Skenderis. Context, analysis and surprise — all in about 25 minutes.
…
continue reading
The Situation Room with Wolf Blitzer and Pamela Brown: The command center for breaking news, politics and extraordinary reports from around the world. The Situation Room airs weekdays 10am-12pm Eastern, Monday through Friday on CNN.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Jacaranda FM News team is based in Gauteng – but covers local and international news of the day, providing the latest developments online and on-air. News bulletins run from 5am to 7pm weekdays, and from 7am to 6pm on weekends and public holidays. Tune into Jacaranda FM, or log on to www.jacarandafm.com, for the news you need to know.. now.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
The Slate Daily feed includes new episodes from more than 30 shows in the Slate Podcast Network. You'll get thought provoking analysis, storytelling, and commentary on everything from news and politics to arts, culture, technology, and entertainment. Discover new shows you never knew you were missing.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
))
BITCOIN SEASON 2: Bears Are Wrong About Strategy’s Bitcoin Play
Manage episode 504185126 series 2401578
Content provided by CoinDesk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CoinDesk 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://ppacc.player.fm/legal.
Ed and Tim from Bitcoin Treasuries break down the corporate bitcoin strategy space, MicroStrategy's dominance, valuation challenges, and what's next for treasury companies in this volatile market.
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.
Subscribe to the newsletter! https://newsletter.blockspacemedia.com
**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
-
👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech!
Enjoy the show? Check out our website and newsletter by clicking here.
Questions or want to sponsor? [email protected]
3549 episodes
Share
Manage episode 504185126 series 2401578
Content provided by CoinDesk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CoinDesk 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://ppacc.player.fm/legal.
Ed and Tim from Bitcoin Treasuries break down the corporate bitcoin strategy space, MicroStrategy's dominance, valuation challenges, and what's next for treasury companies in this volatile market.
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.
Subscribe to the newsletter! https://newsletter.blockspacemedia.com
**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
-
👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech!
Enjoy the show? Check out our website and newsletter by clicking here.
Questions or want to sponsor? [email protected]
3549 episodes
All episodes
×
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.
Similar to CoinDesk Podcast Network
Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell and the rotating cast of The Hustle. Plus, expert insight on business strategies including marketing, scaling, sales, and overall entrepreneurship.
…
continue reading
The latest business and finance news from around the world, on the BBC.
…
continue reading
Wake-up with America's first news - Host Gordon Deal goes beyond the headlines with the day's first look at news and business news from the U.S. and around the world; bringing a lively blend of intelligent information, humor, and expert analysis to morning radio.
…
continue reading
Wrap your day with the world’s biggest stories. We set the bar on the daily news catch-up, going deeper on news stories that speak to the moment. An evening news podcast updated seven days a week, from CBC News. Sort out what's real, what's relevant and what’s truly new, from a Canadian perspective, with hosts Susan Bonner and Stephanie Skenderis. Context, analysis and surprise — all in about 25 minutes.
…
continue reading
The Situation Room with Wolf Blitzer and Pamela Brown: The command center for breaking news, politics and extraordinary reports from around the world. The Situation Room airs weekdays 10am-12pm Eastern, Monday through Friday on CNN.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Jacaranda FM News team is based in Gauteng – but covers local and international news of the day, providing the latest developments online and on-air. News bulletins run from 5am to 7pm weekdays, and from 7am to 6pm on weekends and public holidays. Tune into Jacaranda FM, or log on to www.jacarandafm.com, for the news you need to know.. now.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
The Slate Daily feed includes new episodes from more than 30 shows in the Slate Podcast Network. You'll get thought provoking analysis, storytelling, and commentary on everything from news and politics to arts, culture, technology, and entertainment. Discover new shows you never knew you were missing.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
