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WILL MICROSTRATEGY BECOME THE BIGGEST COMPANY IN THE WORLD? w/ Jeff Walton

WILL MICROSTRATEGY BECOME THE BIGGEST COMPANY IN THE WORLD? w/ Jeff Walton

What Bitcoin Did · Danny Knowles

January 31, 20251h 10m

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Show Notes

<p>Jeff Walton is a financial analyst and a former reinsurance broker with a focus on MicroStrategy.</p> <p>In this episode, we discuss MicroStrategy’s Bitcoin playbook, the impact of FASB fair value accounting, and how MSTR are using convertible debt and equity issuances. We also get into the risks of leverage, the potential for MicroStrategy to become the most valuable company in the world, and whether corporations will follow its Bitcoin strategy.</p> <p>MASSIVE 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> CASA: <a href="https://casa.io/">https://casa.io/</a> LEDGER: <a href="https://www.ledger.com/">https://www.ledger.com/</a></p>