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Inside Josh Mandell’s Beautiful Mind: The Future of Bitcoin & MicroStrategy
Manage episode 472114250 series 2851976
In this episode of the Bitcoin Matrix Podcast, I sit down with Josh Mandell, a seasoned options trader with a background as a quant analyst at Salomon.
Josh shares his unique perspective on financial engineering, trading strategies, and why MicroStrategy could become one of the top five companies in the S&P 500.
You’ll love diving into the thoughts of this new bitcoin sensation that everyone’s talking about.
––– Offers & Discounts –––
Get 10% off your ticket for the Bitcoin Conference 2025 in Vegas! Use the promo code MATRIX at https://tickets.b.tc/affiliate/matrix...
Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric
Get up to $100 in Bitcoin on River at river.com/Matrix
The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order.
Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/
––– Get To Know Today's Guest–––
Josh Mandell on X: https://x.com/JoshMandell6
––– Socials –––
Check out our new website at https://TheBitcoinMatrix.Com
Follow Cedric Youngelman on X: https://x.com/cedyoungelman
Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix
Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs
––– Chapters –––
00:00 - Intro
02:00 - MicroStrategy Stock Risks and Market Signals
02:45 - Bitcoin as Collateral in Traditional Finance
05:10 - Options Trading and Everyday Financial Decisions
07:37 - Leverage Risks in Bitcoin-Related Stocks
09:22 - Market Liquidity and Systemic Risks
11:29 - Bitcoin’s Impact on Global Finance
13:48 - Bitcoin as a Tool for Wealth Distribution
16:20 - The MicroStrategy Standard as an Investment Strategy
20:00 - Derivatives and MicroStrategy’s Stock Price
23:51 - Key Concepts in Options Trading
30:37 - MicroStrategy’s Future Market Position
35:57 - A U.S. Bitcoin Reserve: Feasibility and Impact
37:13 - Allocating $2.1 Million in Today’s Market
43:20 - MicroStrategy’s Growth and Valuation
46:05 - Audience Q&A: MicroStrategy’s Market Potential
I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.
Thank you for listening!
236 episodes
Manage episode 472114250 series 2851976
In this episode of the Bitcoin Matrix Podcast, I sit down with Josh Mandell, a seasoned options trader with a background as a quant analyst at Salomon.
Josh shares his unique perspective on financial engineering, trading strategies, and why MicroStrategy could become one of the top five companies in the S&P 500.
You’ll love diving into the thoughts of this new bitcoin sensation that everyone’s talking about.
––– Offers & Discounts –––
Get 10% off your ticket for the Bitcoin Conference 2025 in Vegas! Use the promo code MATRIX at https://tickets.b.tc/affiliate/matrix...
Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric
Get up to $100 in Bitcoin on River at river.com/Matrix
The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order.
Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/
––– Get To Know Today's Guest–––
Josh Mandell on X: https://x.com/JoshMandell6
––– Socials –––
Check out our new website at https://TheBitcoinMatrix.Com
Follow Cedric Youngelman on X: https://x.com/cedyoungelman
Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix
Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs
––– Chapters –––
00:00 - Intro
02:00 - MicroStrategy Stock Risks and Market Signals
02:45 - Bitcoin as Collateral in Traditional Finance
05:10 - Options Trading and Everyday Financial Decisions
07:37 - Leverage Risks in Bitcoin-Related Stocks
09:22 - Market Liquidity and Systemic Risks
11:29 - Bitcoin’s Impact on Global Finance
13:48 - Bitcoin as a Tool for Wealth Distribution
16:20 - The MicroStrategy Standard as an Investment Strategy
20:00 - Derivatives and MicroStrategy’s Stock Price
23:51 - Key Concepts in Options Trading
30:37 - MicroStrategy’s Future Market Position
35:57 - A U.S. Bitcoin Reserve: Feasibility and Impact
37:13 - Allocating $2.1 Million in Today’s Market
43:20 - MicroStrategy’s Growth and Valuation
46:05 - Audience Q&A: MicroStrategy’s Market Potential
I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.
Thank you for listening!
236 episodes
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