Evaluating Bitcoin vs. Traditional Investments

Preston sits down with Chris and Joe to explore how Bitcoin is changing the way we think about corporate treasuries, asset valuation, and investment risk.

They dive into the STRIVE report, debate traditional financial models, and propose new frameworks for evaluating assets in a Bitcoin-denominated world.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:58 - How Bitcoin reshapes asset valuation and opportunity cost analysis

10:23 - Why Internal Rate of Return (IRR) is crucial for comparing investments in a Bitcoin world

13:05 - The challenges of applying traditional DCF models to Bitcoin

20:45 - The concept and implications of the equity stability premium

22:59 - How Bitcoin’s volatility can be reframed as an asset rather than a liability

26:19 - Why volatility perceptions differ between traditional finance and Bitcoin maximalists

31:08 - How Bitcoin adoption trends impact valuation and investment strategy

08:29 - Preston’s personal journey in reevaluating valuation models using Bitcoin

40:46 - Portfolio risk management principles involving Bitcoin and traditional assets

50:06 - Insights from the STRIVE report on future asset valuation frameworks

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Joe's X Account.
• Chris' X Account.
• The Strive Report on: The Case for Bitcoin in Corporate Treasuries.
• The Unchained Report: Repricing the Economy in Bitcoin.
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