Michael Saylor: Genius or Madman? The Bitcoin Treasury Company Playbook (JWP62)
The Jake Woodhouse Podcast · Jake Woodhouse
June 16, 202524m 50s
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Show Notes
<p>Is buying a Bitcoin-treasury stock like MicroStrategy the smartest way to stack sats, or an over-leveraged trap? In Episode 62 of The Jake Woodhouse Podcast, I dissect the boom in Bitcoin Treasury Companies, compare MSTR to its fast-growing copycats, and map out when (or if) it actually makes sense to buy the BTC treasury company stock instead of the underlying bitcoin.</p>
<p>*Pull This Up While Listening:*</p>
<p><a href="https://x.com/i/grok/share/EzYNlGRwRXZlaG5cVn7kHWaMi">https://x.com/i/grok/share/EzYNlGRwRXZlaG5cVn7kHWaMi</a></p>
<p><a href="https://x.com/i/grok/share/gIBUUTVo04D0FGXXyIXOx5XQH">https://x.com/i/grok/share/gIBUUTVo04D0FGXXyIXOx5XQH</a></p>
<p><a href="https://x.com/i/grok/share/oGvT2iXijODEGUjzS62w2KhFJ">https://x.com/i/grok/share/oGvT2iXijODEGUjzS62w2KhFJ</a></p>
<p>TIMESTAMPS:</p>
<p>0:00 – Bitcoin Treasury Companies Explained</p>
<p>3:12 – Debt, Lending, and Cost of Capital</p>
<p>4:32 – How Much Bitcoin Does MSTR Hold?</p>
<p>6:14 – MSTR vs MSTY, MSTU, STRD, STRF, STRK</p>
<p>8:08 – When’s the Best Time to Buy MSTR?</p>
<p>9:19 – Trump Media’s $2.3B Gamble</p>
<p>9:33 – The Metaplanet Playbook</p>
<p>13:27 – Who’s Driving Bitcoin Demand?</p>
<p>15:50 – The Bitcoin Moment: Crossing the Chasm</p>
<p>18:35 – Risks of Bitcoin Treasury Stocks</p>
<p>21:26 – mNAV: Risks Explained</p>
<p>23:50 – Final Takeaways</p>
<p>New episodes drop Monday, Wednesday, and Friday. 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>