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8min chapter
MicroStrategy Bewilderment with Jeff Walton (RC#8)
Rough Consensus with Checkmate
Navigating Bear Markets and Convertible Bonds
This chapter explores the impact of bear markets on MicroStrategy's convertible bonds, highlighting the challenges of redeeming these bonds amidst prolonged downturns. It discusses strategic financial solutions, such as ATM offerings and refinancing, to leverage existing debt for Bitcoin investment while maintaining flexibility. The chapter also examines the evolving landscape of the mining industry and the potential innovation in financial products, including a Bitcoin-backed convertible bond ETF.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode