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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

BTC217: MicroStrategy 2025 w/ Jeff Walton (Bitcoin Podcast)

By The Investor's Podcast Network

Aired Jan 15, 2025 · 1h 6m · Last boosted Jan 16, 2025

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Show Notes

Join us as Jeff Walton unpacks MicroStrategy's innovative financial strategies, including leveraging Bitcoin volatility, issuing convertible bonds, and building a balance sheet of permanent capital. We dive into valuations, ETF dynamics, accretive dilution, and what it means to be the "bank of the future." IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:49 - What "capturing the spread" means in MicroStrategy's strategy. 02:32 - The difference between issuing convertible notes and common stock. 06:26 - An explanation of accretive dilution and its role in corporate strategy. 09:44 - Ho...

Nostr Boost Stats

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2k
boosts
2
boosters
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Nostr Community

Everyone who has boosted BTC217: MicroStrategy 2025 w/ Jeff Walton (Bitcoin Podcast) on Nostr, ranked by sats sent, all time.

  1. SoEV 1k sats
  2. Courtney Lynn 1k sats

Episode Boosts

Every boost sent to this episode, as published to Nostr, newest first.

  • Courtney Lynn
    1,000 via Fountain
    The vehicles analogy 👌
  • SoEV
    1,000 via Fountain
    Weekly tuition. Not a MSTR holder myself, but fascinating to learn and watch.