Description
Understanding Bitcoin's role in corporate finance, treasury strategy, and institutional adoption with investor and strategist Andy Edstrom.
What you'll learn here:
00:00:00 - Intro
00:05:20 - How Bitcoin’s returns compare to traditional assets over the last decade
00:08:00 - Why Michael Saylor calls Bitcoin a lifeline for “zombie companies”
00:13:29 - MicroStrategy’s premium-to-NAV strategy and its applicability
00:14:50 - The strategic and accounting evolution enabling Bitcoin treasury allocations
00:19:29 - Risks and rewards of BTC-backed leverage and convertible notes
00:28:21 - The logic behind “torque” metrics in Bitcoin-financed capital structures
00:35:26 - If preferred shares like STRK and STRF are innovative or dangerous
00:51:54 - Wall Street’s changing views on Bitcoin-leveraged equity plays
00:53:35 - Legal and governance hurdles in corporate Bitcoin adoption
Transcript & Guest Info:
https://www.theinvestorspodcast.com/bitcoin-fundamentals/bitcoin-torque-saylors-playbook-w-andy-edstrom/
Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/mastermind
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▶️ Related Episodes:
- Bitcoin & our Financial Advisor w/ Andy Edstrom: https://youtu.be/vQeAJYn8jVo
- Saylor's Bitcoin Strategy with Preferred Stock w/ Jesse Myers: https://youtu.be/A_dXc_01za4
- Bitcoin Nation State Adoption Paradox - A Trojan Horse w/ Alex Gladstein: https://youtu.be/pLIxmIMHL44
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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