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Content provided by Cedric Youngelman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cedric Youngelman 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.
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Jeff Walton - How MicroStrategy Will Hit $1 Trillion in 2025

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Manage episode 461940054 series 2851976
Content provided by Cedric Youngelman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cedric Youngelman 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.

In this episode, Cedric sits down with digital capitalist Jeff Walton to explore the intricate connections between financial markets, Bitcoin, and MicroStrategy’s game-changing strategies for the future.

––– Offers & Discounts –––

Get up to $100 in Bitcoin on River at river.com/Matrix

Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric

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/

––– Socials –––

Check out our new website at https://TheBitcoinMatrix.Com

Follow on X: @PunterJeff

Follow Cedric Youngelman on X: x.com/cedyoungelman

Follow The Bitcoin Matrix Podcast on X: x.com/_bitcoinmatrix

––– Chapters –––

00:00 - Intro

01:26 - Jeff Walton’s Introduction

03:30 - College and Career Path

05:19 - Origin of “Punter Jeff”

07:07 - Market Architecture

09:15 - Bitcoin and MicroStrategy

12:41 - Risk Management Insights

14:49 - Reinsurance Market Overview

17:17 - Equity Market Design

19:43 - S&P 500 Dynamics

23:45 - Valuation Challenges

25:20 - Indexing Impacts

27:48 - Metrics Traders Use

32:51 - Volatility and Options

39:14 - Trading Strategies

45:11 - Tax Implications

48:47 - Future of Collateral

53:04 - Strategic Bitcoin Reserves

57:18 - Price Discovery Dynamics

01:01:50 - Financial Innovations

01:06:29 - Lessons from Amazon

01:09:25 - Bitcoin and Programmability

01:11:08 - Closing Thoughts

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!

  continue reading

231 episodes

Artwork
iconShare
 
Manage episode 461940054 series 2851976
Content provided by Cedric Youngelman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cedric Youngelman 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.

In this episode, Cedric sits down with digital capitalist Jeff Walton to explore the intricate connections between financial markets, Bitcoin, and MicroStrategy’s game-changing strategies for the future.

––– Offers & Discounts –––

Get up to $100 in Bitcoin on River at river.com/Matrix

Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric

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/

––– Socials –––

Check out our new website at https://TheBitcoinMatrix.Com

Follow on X: @PunterJeff

Follow Cedric Youngelman on X: x.com/cedyoungelman

Follow The Bitcoin Matrix Podcast on X: x.com/_bitcoinmatrix

––– Chapters –––

00:00 - Intro

01:26 - Jeff Walton’s Introduction

03:30 - College and Career Path

05:19 - Origin of “Punter Jeff”

07:07 - Market Architecture

09:15 - Bitcoin and MicroStrategy

12:41 - Risk Management Insights

14:49 - Reinsurance Market Overview

17:17 - Equity Market Design

19:43 - S&P 500 Dynamics

23:45 - Valuation Challenges

25:20 - Indexing Impacts

27:48 - Metrics Traders Use

32:51 - Volatility and Options

39:14 - Trading Strategies

45:11 - Tax Implications

48:47 - Future of Collateral

53:04 - Strategic Bitcoin Reserves

57:18 - Price Discovery Dynamics

01:01:50 - Financial Innovations

01:06:29 - Lessons from Amazon

01:09:25 - Bitcoin and Programmability

01:11:08 - Closing Thoughts

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!

  continue reading

231 episodes

All episodes

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