Swan Signal Live - A Bitcoin Show MSTR's $84 Billion Play - Bitcoin's Bullish Setup - w/ Ben Werkman
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May 3, 2025 
Join Ben Werkman, Chief Investment Officer at Swan and a MicroStrategy expert, as he dives into MSTR's groundbreaking expansion of its financial strategies, now aiming for a $42 billion setup. They discuss Bitcoin's impressive outperformance against tech stocks, showcasing its evolution into digital gold. The podcast explores how Bitcoin helps navigate macroeconomic uncertainties and its significance in global finance, particularly through innovative tactics like STRIKE and STRIFE, potentially unlocking trillions for institutional capital.
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Bitcoin as Digital Gold
- Bitcoin is increasingly viewed as digital gold, outperforming tech stocks and decoupling from Nasdaq and S&P 500.
- It serves as a resilient asset insulated from trade tensions and sovereign risks, unlike traditional equities.
Bitcoin as Outside Money
- Bitcoin reintroduces "outside money," providing an escape from politically controlled fiat currency systems.
- Unlike gold, Bitcoin offers digital usability and liquidity, solving traditional commodity money limitations.
MicroStrategy's Strategic Vision
- MicroStrategy's earnings call emphasized long-term value creation through Bitcoin treasury and innovative financial products.
- Their capital-raising via ATM and fixed income instruments directly buys Bitcoin, building long-term shareholder value.