Video Description
Are Bitcoin’s biggest gains still ahead? Strive’s Ben Werkman joins Nico and Opti to explain why he rejects the diminishing returns thesis, and why accelerating debt, money printing, and institutional adoption underpin his bullish outlook. We break down what separates Bitcoin treasury companies built to survive from those forced to sell, how Strive aims to outperform Bitcoin, and how passive funds could bring Bitcoin exposure into portfolios without investors realizing it. Plus, Ben explains the thesis and risks behind Strive’s digital credit model, and why he still advocates owning Bitcoin in self-custody.
CHAPTERS:
00:00 – The Bitcoin treasury model gets stress tested
03:04 – Is the Bitcoin bottom finally in?
06:02 – The brutal lesson treasury companies learned
09:28 – Why the...
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