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It was great joining @tylev @JasonYanowitz on the @theempirepod as we discuss the emergence of public BTC treasury plays and the Cambrian explosion of crypto assets x public vehicles. Crypto has transitioned to a whole new phase of capital markets… 👇
27.5.2025
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! ↓
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