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Jeff Walton

Former reinsurance/capital markets professional now working at Strive on Bitcoin treasury strategies and structured capital-market transactions, including cashless M&A and perpetual preferred instruments.

Top 5 podcasts with Jeff Walton

Ranked by the Snipd community
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48 snips
Jun 26, 2025 • 1h 20min

Strategy's Trillion Dollar Bitcoin Bet | Jeff Walton

Jeff Walton, a financial analyst and the Founder of True North, dives into Bitcoin treasury companies and the evolving landscape of Bitcoin-backed financial strategies. He discusses how innovative financial instruments could reshape the market, potentially redirecting trillions from fixed income to Bitcoin. Walton also examines the risks associated with corporate treasury models and the importance of security in Bitcoin investments. The conversation sheds light on navigating capital structures and the ethical considerations for new investors in this dynamic space.
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33 snips
Sep 24, 2025 • 1h 10min

#664: MicroStrategy's Perpetual Preferred Strategy Explained with Jeff Walton

Marty chats with Jeff Walton, a former reinsurance expert now at Strive, where he develops Bitcoin treasury strategies. Jeff shares insights on Strive's innovative cashless acquisition of Semler Scientific and why companies are pivoting to build Bitcoin reserves. He explains the appeal of perpetual preferred structures, discusses the long-term demand for Bitcoin from corporates, and predicts a significant shift in capital markets as Bitcoin adoption grows. The chat dives deep into how companies might value earnings in Bitcoin, reshaping corporate finance.
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15 snips
Sep 27, 2025 • 1h 2min

Bitcoin Treasury Companies After the Bloodbath: What Survives and Why

Ben Workman, an expert on Bitcoin treasury companies, and Jeff Walton, a market analyst, dive into the recent tumult in the Bitcoin treasury sector. They discuss Strive's lightning-fast acquisition of Similar Scientific, emphasizing the need for scale to access institutional credit. The conversation highlights the contrasts between short-term trading and the long-term potential of Bitcoin, showcasing historical trends that favor four-year holding periods. Additionally, they explore how innovative financing structures and economic challenges intertwine with wealth inequality, framing Bitcoin as a viable alternative.
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15 snips
Aug 14, 2025 • 1h 49min

Did They JUST BREAK MicroStrategy?! WTF Is Happening? | Jeff Walton, Dr. Ammous & Joey Temprile

Join Jeff Walton, VP of Bitcoin Strategy at Strive Funds, and Joey Temprile from the Canadian Bitcoiners podcast, as they dive into the precarious situation facing MicroStrategy. They dissect the troubling relationship between MicroStrategy's stock and Bitcoin's value, raising alarms about its debt strategy. The conversation shifts to the impact of new regulations on cryptocurrency, navigating privacy in a regulated world, and the hopeful transformation Bitcoin offers amidst societal challenges. Tune in for a mix of finance, insights, and community perspectives!
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Sep 13, 2025 • 44min

BITCOIN EXPERT: You Need to Understand Bitcoin Treasuries... (Or you might fail) | Jeff Walton

Jeff Walton, a former reinsurance broker turned Bitcoin expert, shares insights into the explosive growth of Bitcoin treasury strategies. He discusses how companies like MicroStrategy are reshaping finance with innovative treasury management. Walton highlights the risks of traditional markets and the emergence of 'zombie companies' pivoting to Bitcoin. He emphasizes the need for transparency in cryptocurrency markets and the critical role risk management plays in navigating this evolving landscape.

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