The Bitcoin Treasuries Podcast with Tim Kotzman MSTR Models with the STRF Stock Offering with Dan Hillery
Mar 25, 2025
Dan Hillery returns to share his insights on MicroStrategy's evolving treasury strategy focused on Bitcoin. He discusses how market dynamics and Bitcoin price fluctuations could impact shareholder value. Additionally, the conversation covers the importance of multi-institution custody solutions to enhance Bitcoin security, reducing risks associated with self-custody. The episode also touches on exciting sponsorship opportunities that can foster greater engagement in the cryptocurrency space.
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Updated MicroStrategy Model
- Dan Hillery's updated MicroStrategy model incorporates STRK and STRF, offering insights into valuation and Bitcoin acquisition.
- The model considers preferred share offerings, Bitcoin price predictions, and MicroStrategy's debt ratio.
Long-Term Investment Strategy
- Approach MicroStrategy investment with a long-term perspective, even if utilizing options.
- MicroStrategy demonstrates sound decision-making and innovation with their recent products.