Gm! This week we're joined by Tyler Evans & Josh Solesbury to discuss the Bitcoin treasury playbook. We deep dive into Michael's Saylor's Bitcoin strategy, NAV/premium, how to structure a treasury company, is this a BTC only strategy or do other assets work as well & more. Enjoy!
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Timestamps:
(00:00) Intro
(02:00) The Microstrategy Playbook
(14:05) Ads (ZKSync, Marinade)
(16:02) Does Narrative Matter For This Strategy?
(19:33) NAV/Premium
(23:15) What Assets Are Good For This Strategy?
(27:51) Ads (ZKSync, Marinade)
(29:48) How To Structure A Bitcoin Treasury Company
(40:23) What Are The Risks To This Strategy?
(47:31) Ads (Falcon x)
(48:26) The Treasury Strategy On POS vs POW Assets
(56:49) Will All Public Companies Own Bitcoin?
(01:01:54) Final Thoughts
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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
