Are we in a repeat of the post-FTX "forging in the fire" era? Tyler Evans and Pierre Rochard provide a candid look at the current 50% drawdown and why Market-to-NAV compression is a rite of passage for the new class of Bitcoin Treasuries. They break down why Nakamoto ($NAKA) is doubling down on "Information-to-Capital" flywheels while the marginal equity investor is tapped out, and how yield-bearing preferred shares are becoming the go-to instrument for the next wave of institutional adoption.
Chapters:
00:53 - Tyler’s origins in Bitcoin
03:40 - Vision of BTC Media
13:04 - Acquisition of BTC Media & UTXO by Nakamoto
16:56 - Bear Bitcoin Market
24:39 - Scalability of Financing for Bitcoin Treasury Companies
30:30 - New Products from Nakamoto
34:16 - Bitcoin’s Motivating Factor for Countries
38:27 - Potential Strategic Bitcoin Reserve?
46:16 - One last fun question…
46:45 - The Critical Necessities for a Bitcoin Treasury Company
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