Brian Brookshire on Bitcoin and MSTR

Brian Brookshire, Head of Growth at Brookshire Marketing, joins the show to discuss his outlook on MSTR and other Bitcoin Treasury stocks, what Strategy is doing now and in the future, and where we are with Bitcoin adoption in the US. 

- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.

https://onrampbitcoin.com/

- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman

Brian Brookshire on X: https://x.com/btc_overflow

0:00 - Intro

0:12 - Brian’s background

1:55 - How Brian first learned about Strategy

4:11 - Brian’s take on mNAV

8:01 - What will volatility look like in the near term?

10:48 - How Brian would describe the price action recently

12:30 - Brian’s thoughts on the US Crypto Reserve

16:11 - Will States adopt a Strategic Reserve?

18:16 - What is Strategy doing?

22:10 - Brian’s views on other Bitcoin Treasury stocks

23:42 - Expectations for additional announcements of Bitcoin Treasury companies

25:40 - Could Semler Scientific become the Pepsi to Strategy’s Coca Cola?

26:58 - Owning MSTR vs Bitcoin

28:44 - What to make of new Bitcoin-related financial metrics

30:22 - What could cause mNAV to run?

34:12 - What new business lines could Strategy potentially open?

37:50 - Where are we with individual adoption?

42:24 - What to make of Tesla’s Bitcoin Treasury strategy

44:22 - Brian’s approach to social media

#podcast #bitcoin #microstrategy #investing #mstr #btc