CoinDesk Podcast Network BITCOIN SEASON 2: Bears Are Wrong About Strategy’s Bitcoin Play
Sep 3, 2025
Ed and Tim delve into the explosive growth of Bitcoin treasury companies, spotlighting MicroStrategy's stellar performance amid market volatility. They discuss why traditional valuation metrics fall short and explore the competitive landscape of treasury strategies. The conversation shifts to mining companies losing their narrative edge and the significance of capturing market sentiment. Anticipation builds for their upcoming Bitcoin Treasuries Unconference in NYC, underscoring community engagement and innovation in this evolving sector.
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From Podcast To Live Treasuries Unconference
- Tim and Ed recount turning a podcast into a live conference and community event.
- They emphasize the value of in-person meetings to build trust and understand players in the treasury space.
Question Your Feed And Consider Contrarian Buys
- Stop trusting social feeds as sole market signals and adopt contrarian thinking when the noise is extreme.
- Consider buying into beaten-down treasury stocks rather than following panic narratives.
Treasury Stocks Open Institutional Doors
- Bitcoin treasury stocks unlock access to institutional and fixed-income capital that can't buy spot BTC directly.
- Tim and Ed estimate this fixed-income unlock could represent roughly a $4 trillion opportunity.