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ICYMI: Is The Global #Bitcoin Treasury Boom Just Starting?
We Discuss:
⚡️ Global growth of Bitcoin treasury companies
⚡️ Key metrics like Bitcoin-per-share & forward mNAV
⚡️ Retail investor challenges in evaluating risk
⚡️ Institutional adoption & geographic advantages
⚡️ Treasury company expansion, M&A & more!
@TimKotzman @pete_rizzo_
Timestamps:
00:00 Introduction
02:28 Bitcoin Treasury Boom
04:36 Are We Still Early?
06:12 Increasing BTC Per Share
09:36 Valuation Metrics
10:29 Ledn Ad
11:11 Valuation Metrics
14:58 Role of mNAV
17:34 Challenges for Retail
22:29 Ledn Ad
23:10 How Do You Maximize Your BTC?
26:03 Differentiating From Other Companies
30:36 Bitcoin vs Digital Asset Treasuries
33:39 Treasury Boom Expansion or Contraction?
35:42 When Will Mag7 Buy Bitcoin?
41:43 Final Thoughts
Links Below ↓
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