Description
Preston sits down with Chris and Joe to explore how Bitcoin is changing the way we think about corporate treasuries, asset valuation, and investment risk.
What you'll learn here:
00:00:00 - Intro
00:06:27 - How Bitcoin reshapes asset valuation and opportunity cost analysis
00:10:57 - Preston’s personal journey in reevaluating valuation models using Bitcoin
00:11:24 - Why Internal Rate of Return (IRR) is crucial for comparing investments in a Bitcoin world
00:13:11 - The challenges of applying traditional DCF models to Bitcoin
00:21:19 - The concept and implications of the equity stability premium
00:23:30 - How Bitcoin’s volatility can be reframed as an asset rather than a liability
00:27:15 - Insights from the STRIVE report on future asset valuation frameworks
00:40:44 - Why volatility perceptions differ between traditional finance and Bitcoin maximalists
00:50:04 - Portfolio risk management principles involving Bitcoin and traditional assets
Transcript & Guest Info:
https://www.theinvestorspodcast.com/bitcoin-fundamentals/economic-calculation-w-bitcoin-with-joe-burnett-and-chris-nicholson/
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▶️ Related Episodes:
- Top 5 Bitcoin Clips of Q1 2025 w/ Joe Burnett: https://youtu.be/6bnAwa6Xhyg
- The Hidden Cost of Money w/ Seb Bunney: https://youtu.be/JoxqSbwWx-c
- Bitcoin 101 w/ Michael Schmid: https://youtu.be/ZbLfJ2pxUEg
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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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