Steven Lubka

This week, Steven Lubka, founder of Vibes Capital Management and VP of Investor Relations at Nakamoto, sheds light on Bitcoin treasury companies and their pivotal role in integrating Bitcoin into global capital markets. He explores the concept of 'paper Bitcoin summer' and argues that these firms are vital infrastructure rather than mere proxies. The conversation dives into financial tools like equity and corporate debt, the MNAV premium, and how they facilitate institutional adoption. Plus, they touch on health benefits, misconceptions around OTC trading, and why real Bitcoin matters more than paper representations.

Join Steven Lubka, the chief Vibes officer of Vibes Capital Management, Rob Warren, a senior director focused on vibe noticing, and Sam Bankman-Fried, vice president of custodial services, as they explore the concept of 'vibes' in Bitcoin investing. They discuss how emotions and market sentiments influence investment strategies, share tips on earning Bitcoin through everyday transactions, and delve into the transformative impact of Bitcoin's volatility on perceptions of value. Get ready for a fresh perspective on the evolving world of crypto!