Description
In this episode of UpOnly, Cobie & Ledger talk to Michael Saylor, CEO of MicroStrategy, and one of the biggest advocates for Bitcoin in the world.
Presented by FTX: https://uponly.tv/ftx
00:00 - Intro
02:30 - Saylor’s Crypto Journey / Preserving Buying Power
23:20 - Shifting From a Defensive Treasury Reserve Strategy to a Capital Raise Mechanism
35:50 - MicroStrategy
38:50 - Crypto’s Cyclical Nature / Monetary Policy / Monopolies and Inflation
53:10 - Bitcoin vs. Other Cryptocurrencies / Bitcoin as Digital Property
1:05:05 - Network Effects / Digital Property / Regulatory Compliance
1:28:50 - Investment Thesis / Portfolio Strategy / Understanding The Risks
1:37:22 - Manhattan Analogy / Bitcoin’s Transactional Activity
1:53:15 - Crenshaw Memo / Regulatory Compliance / DeFi
2:00:45 - Alpha