Could Microstrategy’s Bitcoin Strategy Blow Up?

Tim Kotzman is the host of the Bitcoin Treasuries Podcast. Dan Hillery is an analyst and trader. Ben Workman is the Founder of NumerisX. Jeff Walton is the Founder of $MSTR True North. In this conversation we talk about Microstrategy bitcoin strategy, potential risks, options market, metrics to keep an eye on, why bitcoin companies stocks trade at a premium, and what could be the next phase of the bitcoin treasury strategy? TIMESTAMPS: 0:00 - How does bitcoin treasury strategy not work? 2:19 - What happens if they sell their bitcoin? 4:30 - Options market for these companies 5:50 - How does levered plays impact the market? 7:20 - What is the best metric to look at? 9:45 - Why do these stocks trade at a premium? 14:49 - What company should do this next? 17:09 - Strategy is to continuously buy? 18:47 - What is the next phase? Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at stake.coredao.org/pomp. BitcoinOS is bringing Bitcoin into a new era. For the first time, Bitcoiners can access real DeFi across the entire crypto ecosystem, powered by revolutionary zero-knowledge technology. No more trusting sketchy bridges or giving up security. BitcoinOS reunites all of crypto around the chain where it all began. Follow BitcoinOS on twitter @BTC_OS and Be early to Bitcoin again. Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/ View 10k+ open startup jobs: https://dreamstartupjob.com/ Enroll in my Crypto Academy: https://www.thecryptoacademy.io/ Follow Pomp on social media: Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.din.com/in/anthonypompliano/ Website: https://anthonypompliano.com/ #AnthonyPompliano #Pomp