We Study Billionaires - The Investor’s Podcast Network
Business:Investing
Today's Bitcoin Fundamentals features Jeff Walton discussing MicroStrategy's finance strategies, including valuation and leveraging Bitcoin. We examine price actions, trading methods, and the impact of traditional finance on BTC futures, offering insights into the intersection of enterprise software and financial engineering.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:41 - The role of MicroStrategy in modern financial strategies.
07:41 - Game theory principles applied to market structure and investor behavior.
16:18 - How Jeff Walton evaluates MicroStrategy's valuation.
16:18 - Insights into leveraging Bitcoin as collateral in finance.
16:18 - The potential of enterprise software in financial engineering.
32:58 - The differences between trading strategies and investment philosophies.
50:45 - The dynamics behind the price action of MicroStrategy's stock.
56:02 - Understanding short squeezes and their impact on valuation.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
BTC169: Bitcoin Changing Africa's Energy and Finance Incentives w/ Alex Gladstein (Bitcoin Podcast)
TIP607: Small But Mighty: Uncovering Smallcap Value w/ Paul Andreola
TIP606: Multi-Bagger First Principles w/ Ian Cassel
BTC168: Bitcoin Discreet Log Contracts DLC on LN Markets w/ Romain Rouphael (Bitcoin Podcast)
TIP605: Untangling Global Outperformers w/ Dede Eyesan
TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve
BTC167: How Decentralized is Bitcoin Mining w/ Harry Sudock (Bitcoin Podcast)
TIP603: Richer, Wiser, Happier, Q1 2024 w/ Stig Brodersen & William Green
TIP602: Same as Ever w/ Morgan Housel
BTC166: Bitcoin Custody For Institutions w/ Caitlin Long and Wes Knobel (Bitcoin Podcast)
RWH040: Go Global w/ Laura Geritz
TIP601: Junk to Gold by Billionaire Willis Johnson
BTC165: Bitcoin's 2024 Technical Overview w/ NVK (Bitcoin Podcast)
TIP600: Business Durability and Strategy Masterclass with Hamilton Helmer
TIP599: Top Stocks for 2024 w/ Jonathan Boyar
BTC164: Bitcoin & Real Estate w/ Leon Wankum
RWH039: Optimal Performance w/ Daniel Goleman
TIP598: A Tribute to Charlie Munger
We Study Billionaires by The Investor's Podcast Network (Trailer)
BTC163: A Bitcoin HVAC & Hot Water System in the House w/ Michael Schmid (Bitcoin Podcast)
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Money Girl
So Money with Farnoosh Torabi
The YNAB Podcast
Money Tree Investing
The Disciplined Investor