QB Episode 4: Let’s Go To Werk Man

Ben Werkman, joins the Quant Bros to discuss:

- MSTR NAV

- Bitcoin as a Non-Sovereign Asset

- Global Asset Valuation ~900T

- MicroStrategy Orange DIDs

- FASB Fair Value Delay

- Historical BTC Price post Halving

- Relevant Macro Overview

- What is Ben most excited about?

- Ryan's Top 3 Catalysts

Full YouTube Link: https://youtu.be/MOBjJmcEFAg?si=kMZ-dl9nXb3MszGs

 

Twitter/X Handles are 'ryQuant' 'punterjeff' and 'BenWerkman'