Video Description
David Lawant, Head of Research at Anchorage Digital, breaks down why Bitcoin's lack of native yield puts constant pressure on treasury companies, and makes the case that Michael Saylor's playbook is evolving rather than breaking.
Host:
Steven Ehrlich, Host of Bits + Bips: The Interview and Head of Research at Sharplink - https://x.com/Steven_Ehrlich
Guest:
David Lawant, Head of Research at Anchorage Digital - https://x.com/dlawant
This clip is from a longer conversation on Strategy's Stretch rescue plan and Bitcoin's options market. Full episode here: https://youtube.com/live/VwBxQTcJeXc
New Bits + Bips interviews are posted regularly - subscribe to catch the next one.
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