MicroStrategy 2025 w/ Jeff Walton (BTC217)

Exploring MicroStrategy's bold Bitcoin strategy with Jeff Walton, including capturing spreads, accretive dilution, and the revolutionary idea of a "Bitcoin nuclear reactor.” 

IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:01:38 - The difference between issuing convertible notes and common stock.
00:06:57 - An explanation of accretive dilution and its role in corporate strategy.
00:14:42 - Why MicroStrategy issued two consecutive convertible bonds.
00:30:48 - How Michael Saylor's "Bitcoin nuclear reactor" concept reshapes volatility.
00:33:17 - Insights into constructing a leveraged balance sheet with permanent capital.
00:40:35 - What "capturing the spread" means in MicroStrategy's strategy.
00:45:48 - The impact of entering the NASDAQ and index weighting on stock performance.
00:48:53 - How MicroStrategy's Bitcoin holdings position it as a "bank of the future."
00:50:46 - Metrics to consider when starting a position in MicroStrategy or Bitcoin.

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▶️ RELATED EPISODES:
MicroStrategy Deep Dive w/ Jeff Walton:    • MicroStrategy Deep Dive w/ Jeff Walto...  
Michael Saylor's Deep-Dive on Bitcoin Energy Misconceptions:    • Michael Saylor's Deep-Dive on Bitcoin...  
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Bitcoin Mastermind Q4 2024 w/ Joe Carlasare, Jeff Ross, & American HODL:    • Bitcoin Mastermind Q4 2024 w/ Joe Car...  

🎧 Listen to our episodes here: open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP

🖊️ Access the transcript and learn more about the guest here: www.theinvestorspodcast.com/bitcoin-fundamentals/m…

💡 OTHER RESOURCES
Jeff’s Youtube Channel:    / @quant_bros  
Full Michael Saylor Interview discussed during the show:    • Michael Saylor on Bitcoin $100k to $1...  
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On Bitcoin Fundamentals, Preston Pysh talks about the fundamentals of bitcoin, investing in bitcoin, news, deep dives and more on interviews with prominent people in blockchain technology.

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