Marty sits down with Jeff Walton to discuss Microstrategy's preferred stock offering.
Jeff on Twitter: https://x.com/PunterJeff
MSTR True North: https://x.com/MSTRTrueNorth
0:00 - Intro
0:36 - Explaining Microstrategy's preferred stocks
7:14 - Making use of volatility
13:58 - Fold & Bitkey
15:54 - Everything changes when insurance catches on
25:34 - Real estate insurance
29:04 - Unchained
30:05 - First mover companies
33:16 - The strategy is misunderstood, but the tide is turning
38:22 - What happens to MSTR's value
44:14 - The most hated trade
48:09 - Too much bitcoin?
53:17 - Is Microstrategy going to be the only player?
56:09 - Bitcoin weaponizes greed
1:05:31 - Will the 4 year cycle be disrupted?
1:08:37 - How it’s been for Jeff
1:12:24 - Bitcoin yield
1:15:44 - Wrap
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