The Truth About Bitcoin Treasury Companies | Will Clemente

Will Clemente and Ben Harvey from Keyrock discuss the big report they just put together on bitcoin treasury companies, what is going on with their premiums, how to think about debt, how to think about bitcoin per share, inflation, interest rates, and where the market is headed. TIMESTAMPS: 0:00 - Intro 1:12 - ‘Bitcoin treasuries uncovered’ takeaways 8:06 - Strategy’s bitcoin per share has grown 11x 11:27 - Altcoin vs bitcoin treasure companies 18:38 - Capital that is flowing into bitcoin treasure companies 20:49 - How to evaluate the performance of bitcoin treasure companies 24:04 - Current macro backdrop and market outlook 34:34 - Bitcoin dominance expectations 35:31 - Interest rate expectations 37:59 - Where to find the new bitcoin treasury report This episode is brought to you by Figure (https://figuremarkets.com/mobile/refer/CCI3O02A), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. Access interest rates starting at 9.9%, the lowest fixed interest rate in the industry at 50% LTVs all with decentralized custody which allows you to see a segregated, personal Bitcoin wallet with your Bitcoin in it on chain. Unlock your crypto’s potential today. Download their app (https://figuremarkets.com/mobile/refer/CCI3O02A) and take out your Bitcoin backed loan (https://figuremarkets.com/mobile/refer/CCI3O02A) at industry low rates! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information. Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/ Xapo Bank, the world’s first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join. NEW Channel: Subscribe for daily 5-minute market breakdowns: http://pompdesk.com/ Listen to The Pomp Podcast on the audio platform of your choice: http://pomppodcast.com 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/ Follow Pomp on social media: Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.din.com/in/anthonypompliano/ #Bitcoin #AnthonyPompliano #Pomp