Description
James and Preston dissect the evolving cryptocurrency landscape—from market structure transitions and on-chain data missteps to Bitcoin mining incentives and the cutting-edge strategies behind Bitcoin Treasury companies.
What you'll learn here:
00:00:00 - Intro
00:02:28 - Lessons learned from the 2020-2021 crypto cycle
00:02:51 - Why the crypto market is shifting from spot to leverage-driven models
00:06:55 - The role of futures and ETFs in today’s low-activity network
00:11:20 - How mining subsidies influence innovation and decentralization
00:18:21 - The rise and risks of Bitcoin Treasury companies
00:27:03 - Insights into tokenized sovereign debt and blockchain scalability
00:32:41 - Why fees are crucial for protecting Bitcoin from censorship
00:33:39 - The potential long-term shift in global KYC regulations
01:10:11 - Key differences between MicroStrategy and competitors
Transcript & Guest Info:
https://www.theinvestorspodcast.com/bitcoin-fundamentals/bitcoin-treasury-companies-w-james-check-checkmate/
Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/mastermind
Our Sponsor:
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▶️ Related Episodes:
- 2024/2025 Bitcoin Bull Market Overview w/ James Check: https://youtu.be/p6kBKSZqjn4
- Bitcoin, Psychology & the Return of Meaning w/ Seb Bunney: https://youtu.be/TM8ixYPxcS4
- Bitcoin 101 w/ Michael Schmid: https://youtu.be/ZbLfJ2pxUEg
Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP
Visit our website: https://www.theinvestorspodcast.com/bitcoin-fundamentals/
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⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
#BitcoinTreasury #CryptoMarkets #BitcoinDominance #BitcoinMining #BitcoinETF