Charles Edwards, founder of Capriole Investments and a prominent macro strategist, shares insights into Bitcoin's rising market. He discusses the transformative influence of MicroStrategy's investments and the growing trend of digital asset treasury companies acquiring Bitcoin. The conversation highlights the significant role institutional buying plays in driving Bitcoin's price and examines market dynamics using innovative analytical models. Edwards also explores the advantages of crypto liquidity and the evolving landscape of digital assets.
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insights INSIGHT
MicroStrategy Created A Playbook
MicroStrategy showed other companies how to arbitrage cheap capital into Bitcoin and delivered outsized returns.
That success plus regulatory shifts triggered exponential growth in public companies holding BTC.
insights INSIGHT
Bitcoin-Only Treasury Companies Face Saturation
The pure Bitcoin-only treasury company model will face saturation as the number of entrants grows.
Firms will need unique value propositions beyond 'we buy BTC' to compete long term.
insights INSIGHT
Institutional Demand Exceeds Miner Supply
Capriole's metric shows institutions are buying multiple times daily mined supply, creating sharp supply-demand imbalances.
When institutional demand exceeds miner supply, historical patterns show rapid, large price moves.
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In today’s episode, we get into the heart of Bitcoin’s bull run with Charles Edwards, founder of Capriole Investments, the guy whose charts institutions are watching. From MicroStrategy’s high-stakes Bitcoin playbook to 150+ digital asset treasury companies now buying BTC daily, this episode breaks down the macro forces driving Bitcoin to potentially new all-time highs.
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The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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