Friend of the show Dan Hillery returns to discuss Strategy's STRD announcement, his takeaways from the Bitcoin conference in Vegas, and the biggest risks Bitcoin Treasury companies are facing.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Dan Hllery on X: https://x.com/hillery_dan
0:00 - Intro
0:08 - What is STRD and how does it compare to Strategy’s other preferred offerings?
5:09 - How STRD dividends work
6:29 - Can STRD ATM help MSTR get above mNAV?
10:20 - Leverage ratios analyzation
13:03 - What other companies offer something like STRD?
13:48 - What other products can Strategy offer?
16:00 - What do currency swaps mean?
19:58 - Dan’s takeaways from the Vegas Bitcoin Conference
22:28 - What are the biggest risks to Bitcoin Treasury companies during a drawdown?
28:44 - Could a company ATM cash onto its balance sheet if Bitcoin is falling?
32:57 - Closing thoughts and where to find Dan online
#podcast #bitcoin #microstrategy #investing #mstr #btc
