Videos

MicroStrategy Deep Dive w/ Jeff Walton (BTC175)

Jeff Walton discusses 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:
00:00:00 – Intro
00:03:26 – The role of MicroStrategy in modern financial strategies.
00:08:55 – The differences between trading strategies and investment philosophies.
00:15:18 – Insights into leveraging Bitcoin as collateral in finance.
00:20:00 – Game theory principles applied to market structure and investor behavior.
00:26:21 – The potential of enterprise software in financial engineering.
00:32:42 – The dynamics behind the price action of MicroStrategy’s stock.
00:51:15 – How Jeff Walton evaluates MicroStrategy’s valuation.
00:54:19 – Understanding short squeezes and their impact on valuation.

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▶️ RELATED EPISODES:
– Michael Saylor’s Deep-Dive on Bitcoin Energy Misconceptions: https://youtu.be/BYk1Id2j7_8
– Bitcoin & Michael Saylor – A Masterclass in Economic Calculation: https://youtu.be/CTA3PKB4PoI
– Top 5 Moments w/ Michael Saylor, Jeff Booth, Cory Klippsten, Gigi, and more!: https://youtu.be/raxpm9Qu7rI

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🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/bitcoin-fundamentals/microstrategy-deep-dive-jeff-walton/

💡 OTHER RESOURCES
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