Are Bitcoin Treasury Companies Built to Last? with Marty Kendall | SLP674

In this conversation, Stephan Livera and Marty Kendall explore the dynamics of Bitcoin treasury companies, focusing on power laws, market dynamics, and investment strategies. They discuss the sustainability of mNAV greater than one, the lifecycle of these companies, and the importance of community engagement. The conversation emphasizes the need for risk management and the potential for significant opportunities in the Bitcoin equity space. Takeaways 🔸Marty Kendall discusses the intersection of Bitcoin and treasury companies. 🔸Power laws can help predict Bitcoin's growth trajectory. 🔸The ballistic acceleration model offers insights into Bitcoin and MicroStra...