BTC Sessions

MicroStrategy Trojan Horse! S&P 500 GUARANTEED? | Preston Pysh, Isabella Santos, Ryan Cochran

11 snips
Sep 3, 2025
Join Preston Pysh, a finance and macroeconomics expert; Isabella Santos, a Bitcoin adoption advocate; and Ryan Cochran, a Bitcoin education mentor as they explore MicroStrategy's potential role as a Trojan Horse for Bitcoin in the S&P 500. They discuss how this strategy could revolutionize corporate investment, highlight the importance of self-custody for financial independence, and share personal journeys in Bitcoin education. The conversation also touches on community initiatives, market trends, and the growing acceptance of Bitcoin among local populations.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
INSIGHT

S&P Inclusion Creates Surrogate Bitcoin Owners

  • Inclusion of MicroStrategy in the S&P would force broad indirect Bitcoin exposure across institutional portfolios.
  • That surrogate ownership accelerates Bitcoin adoption even among people who never directly choose it.
INSIGHT

MNAV Explains MicroStrategy Valuation Premium

  • MNAV captures how much investors pay per dollar of Bitcoin on MicroStrategy's balance sheet.
  • High MNAV reflects market belief Michael Saylor can add more Bitcoin and compound shareholder value.
ADVICE

Use Multi‑Sig For Corporate Treasury Security

  • Use institutional-grade multi-sig custody for corporate Bitcoin treasuries.
  • Demand thresholded control so no single executive can rug-pull the company's Bitcoin.
Get the Snipd Podcast app to discover more snips from this episode
Get the app