Crypto Treasuries: Bitcoin, Ethereum, and Solana Strategic Plays
In this episode of 'Old Men New Money,' Douglas Borthwick explores the emerging trend of corporations leveraging cryptocurrencies within their treasury models. Starting with MicroStrategy's pioneering move to convert its treasury into Bitcoin in 2020, the landscape now includes a variety of approaches: MicroStrategy (rebranded to Strategy) focusing on Bitcoin, Bit Mine on Ethereum, and Solve Strategies on Solana. Borthwick breaks down the operations, risks, yields, and strategic advantages of each model, highlighting their unique approaches to financing and revenue generation. Suitable for those looking to understand different corporate cryptocurrency treasury strategies and their potential impact on portfolios.
00:00 Introduction to Crypto Treasury Companies
01:36 MicroStrategy's Bitcoin Strategy
04:35 Bit Mine's Ethereum Accumulation
07:19 Solana Infrastructure with Saul's Strategies
11:05 Comparing the Three Models
14:35 Investment Risks and Considerations
15:50 Choosing the Right Crypto Treasury Company
16:46 Conclusion and Next Steps
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