Bitcoin for Millennials MicroStrategy's 2025 Bitcoin Strategy Explained! | Ben Werkman | BFM118
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Jan 20, 2025 
Ben Werkman, a finance expert renowned for his analysis of Bitcoin and MicroStrategy's treasury approach, dives into the company's transformative Bitcoin strategy. He discusses how MicroStrategy has pivoted to view Bitcoin as a core asset, revolutionizing its business model. Werkman highlights the urgency for corporations to embrace Bitcoin for financial stability amid economic uncertainties. He also addresses the implications of new accounting standards and the potential impact on MicroStrategy's valuation and S&P 500 inclusion.
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MicroStrategy's Transformation
- MicroStrategy's Bitcoin strategy isn't just about holding Bitcoin as a treasury asset.
- It's a business model pivot, transforming the company into something much bigger.
Leveraged Bitcoin Equity
- MicroStrategy is pivoting its business model to become a leveraged Bitcoin equity.
- This allows them to offer a product appealing to all investor types and access capital markets in new ways.
Digital Capital Arms Race
- Accumulating Bitcoin offers companies a second chance by enhancing their financial strength and opportunities.
- This digital capital arms race positions them for future growth and innovation.