Video Description
Bitcoin, AI, and energy dominated the week. This episode covers JP Morgan exploring Bitcoin trading, Pentagon–Elon Musk AI partnerships, Ghana legalizing Bitcoin, Cynthia Lummis’ crypto legislation push, Strategy’s $748M raise, Bitcoin treasury companies, preferred equity, balance sheets, and why Bitcoin is becoming the hurdle rate for capital heading into 2026.
Timestamps
00:00 Introduction and Weekly News Highlights
01:53 Reflecting on 2025: A Year in Review
05:38 The Bitcoin Treasury Strategy
08:45 The Evolution of Bitcoin in Finance
16:17 The Power of Compounding and Future Outlook
27:40 Diverse Strategies for Bitcoin Integration
31:31 Bitcoin vs. Traditional Investments
32:02 The Bitcoin Hurdle Rate
33:15 Corporate Adoption of Bitcoin
33:55 Bitcoin's Future Value Predictions
35:35...
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