New episode with @tylev & @joshsolesbury out now! We discuss: - @saylor's Bitcoin strategy - The Bitcoin treasury playbook - Structuring a crypto treasury deal - PoW vs PoS assets - NAV/premium - What are the risks & more! Timestamps: 00:00: Intro 02:00 The Microstrategy Playbook 14:05 Ads (ZKSync, Marinade) 16:02 Does Narrative Matter For This Strategy? 19:33 NAV/Premium 23:15 What Assets Are Good For This Strategy? 27:51 Ads (ZKSync, Marinade) 29:48 How To Structure A Bitcoin Treasury Company 40:23 What Are The Risks To This Strategy? 47:31 Ads (Falcon x) 48:26 The Treasury Strategy On POS vs POW Assets 56:49 Will All Public Companies Own Bitcoin? 01:01:54 Final Thoughts Links below! ↓