I Was Wrong About Bitcoin Treasury Companies... Here's What Changed My Mind (JWP95)

<p>I thought Bitcoin treasury companies were just speculative bets to chase higher returns than Bitcoin. But after digging deeper into MicroStrategy, Metaplanet, and Mark Moss’s 7-point evaluation framework, I realized I might have been looking at them all wrong. I break down why Bitcoin treasury companies could disrupt the $300T bond market, how they could be used for cashflow, the risks of debt and dilution, and what I’m personally doing with my portfolio.</p> <p><strong>𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒 & 𝐑𝐄𝐒𝐎𝐔𝐑𝐂𝐄𝐒:</strong></p> <p><a href="https://jakewoodhouse.link/JWP95-Links/Resources">https://jakewoodhouse.link/JWP95-Links/Resources</a></p> <p><strong>𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒:</strong></p> <p>0:00 – Bitcoin Treasury Companies vs Bitcoin</p> <p>1:30 – What Are Bitcoin Treasury Companies?</p> <p>4:36 – What’s Your Measuring Stick for Wealth?</p> <p>5:53 – Bitcoin as Cash, Cashflow, and Capital Growth</p> <p>7:13 – Why Bitcoin Treasury Companies Are Speculative Bets</p> <p>11:31 – The Calm Before the Storm</p> <p>13:11 – MSTR, Metaplanet & Semler Scientific Breakdown</p> <p>16:41 – Mark Moss’s 7-Point Framework (mNAV Explained)</p> <p>18:29 – Bitcoin Holdings & Disclosure Clarity</p> <p>19:15 – Why the Management Team Matters Most</p> <p>20:08 – Debt, Credit, and Liquidation Risk in Bitcoin Companies</p> <p>21:47 – The Bitcoin Yield Metric</p> <p>22:17 – Understanding Bitcoin Torque</p> <p>22:54 – R Squared: Tracking Correlation</p> <p>24:04 – Bitcoin Tiered Exposure Explained</p> <p>25:20 – MSTR’s “Bitcoin Transmission” (Preston Pysh)</p> <p>28:10 – Bitcoin Treasury Companies as Fixed Income Plays</p> <p>30:42 – How Bitcoin Treasury Companies Handle Bear Markets</p> <p>32:09 – Treasury Companies in Australia vs Japan vs USA</p> <p>35:19 – Coming Interest Rate Cuts & Market Impact</p> <p>36:13 – What I’m Doing With Bitcoin Treasury Companies</p> <p>42:59 – How to Connect With the Show</p> <p>New episodes every week. Let's learn together.</p> <p>If you want to learn more or connect, visit my website: <a href="https://jakewoodhouse.io/">https://jakewoodhouse.io/</a></p>