Bitcoin for Millennials

Bitcoin Treasury Stocks: Bullish Signal or Major Crash Catalyst? | Jesse Myers | BFM174

Jul 28, 2025
Jesse Myers, a Bitcoin advocate implementing treasury strategies for innovative companies like Moon Inc. and Smarter Web Company, dives into the world of Bitcoin treasury stocks. He discusses the allure of premium valuations for these companies and introduces a new metric for potential investor value. Jesse also highlights the importance of Bitcoin yield, self-custody solutions, and the unique position of Bitcoin in traditional finance. The conversation explores both opportunities and risks, encouraging cautious investment amidst a rapidly evolving market landscape.
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ADVICE

Hold Bitcoin First, Then Invest

  • Always hold cold storage Bitcoin before investing in Bitcoin treasury companies.
  • Recognize that Bitcoin treasury stocks involve additional risks beyond simply holding Bitcoin.
INSIGHT

Why Pay Premium for Bitcoin Stocks

  • Investors pay a premium for Bitcoin treasury stocks due to the Bitcoin yield growth per share over time.
  • This premium is justified as these companies increase Bitcoin per share, unlike traditional equities focused on income statement profits.
INSIGHT

Bitcoin Treasury Companies' Market Role

  • Bitcoin treasury companies will be winner-takes-most in each capital market globally.
  • They serve as conduits for large financial capital flows into Bitcoin over the next 20 years.
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