Strategy's Trillion Dollar Bitcoin Bet | Jeff Walton

<p>Jeff Walton is a financial analyst, a former reinsurance broker and the Founder of True North.</p> <p>In this episode, we break down the rise of Bitcoin treasury companies, why Strategy is playing an entirely different game, and how Saylor’s new financial instruments are creating a Bitcoin-native yield curve. We also discuss how these instruments could absorb trillions from the fixed income market and what that means for Bitcoin’s long-term price floor.</p> <p>We get into the risks of corporate treasury models, why some of the new entrants look like the 2017 ICO market, whether these structures could lead to reflexive crashes in a bear market and the future of equity in a Bitcoin-denominated world.</p> <p>THANKS TO OUR SPONSORS: IREN: <a href="https://www.iren.com/">https://www.iren.com/</a> RIVER: <a href="https://river.com/wbd">https://river.com/wbd</a> ANCHORWATCH: <a href="https://www.anchorwatch.com/">https://www.anchorwatch.com/</a> BLOCKWARE: <a href="https://mining.blockwaresolutions.com/wbd">https://mining.blockwaresolutions.com/wbd</a> </p> <p>Follow: Danny Knowles: <a href="https://x.com/_DannyKnowles">https://x.com/_DannyKnowles</a> or <a href="https://primal.net/danny">https://primal.net/danny</a> Jeff Walton: <a href="https://x.com/PunterJeff/">https://x.com/PunterJeff/</a></p>