From the Bitcoin Treasuries NYC Unconference, Jeff Park, Chief Investment Officer at ProCap BTC, Matt Cole, Chairman and CEO of Strive, and Alexandre Laizet, Board Director of Bitcoin Strategy at Capital ₿, take the stage to discuss how Bitcoin's scarcity will impact the outlook of Bitcoin Treasury companies in the future.
- 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
Jeff Park on X: https://x.com/dgt10011
Matt Cole on X: https://x.com/ColeMacro
Alexandre Laizet on X: https://x.com/AlexandreLaizet
0:00 - Intro
0:55 - Thinking about scarcity in a supply shock
3:40 - Stock and Flow
6:19 - Are there enough Bitcoin Treasury companies?
11:23 - Supply shock in commodities vs Bitcoin
17:16 - Business model for Bitcoin Treasury companies in 3-5 years
21:34 - How long can Bitcoin Treasury companies stack in big volume?
#podcast #bitcoin #microstrategy #investing #mstr #btc
