Description
Andy and Preston dissect Bitcoin treasury performance, MicroStrategy’s stablecoin vision, and market cycles—offering sharp insights on risk, valuation frameworks, and adoption hurdles.
What you'll learn here:
00:00:00 - Intro
00:00:41 - Why many Bitcoin treasury companies have underperformed or failed
00:04:19 - How MicroStrategy’s debt profile compares to its market cap and cash flow
00:07:30 - The concept of Bitcoin-backed stablecoins and their over-collateralization
00:08:58 - Key solvency risks in stablecoin issuance and Bitcoin securitization
00:14:52 - How valuation frameworks like MNAV apply to Bitcoin treasuries
00:19:26 - The limitations of MicroStrategy stock vs. holding Bitcoin directly
00:26:52 - Why Bitcoin adoption is hindered by complexity and public perception
00:32:59 - How emerging AI and EV technologies intersect with financial trends
00:36:12 - Market cycle insights and predictions for Bitcoin’s future price
Transcript & Guest Info:
https://www.theinvestorspodcast.com/bitcoin-fundamentals/bitcoin-market-sentiment-and-liquidity-cycles-w-andy-edstrom/
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▶️ Related Episodes:
- Bitcoin Torque: Saylor's Playbook w/ Andy Edstrom: https://youtu.be/RLoux3CGXlU
- Bitcoin & our Financial Advisor w/ Andy Edstrom: https://youtu.be/vQeAJYn8jVo
- Bitcoin & Macro Overview Q4 2025 w/ Luke Gromen: https://youtu.be/RA2cvfdwy0I
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.
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