Alex Fianzik, a Bitcoin industry expert, dives into MicroStrategy's remarkable $2.5B Stretch equity, an innovative strategy promising fixed-income investors a 9% yield. He discusses the rising trend of Bitcoin Treasury companies, cautioning that Bitcoin-related equities remain high-risk. Notably, Ray Dalio's recommendation for a 15% allocation to Bitcoin suggests growing institutional acceptance. The episode also debunks IMF energy concerns, highlighting the potential of utilizing stranded energy for Bitcoin mining, while integrating discussions on self-custody rights and Coinbase’s increasing BTC accumulation.
