Swan Bitcoin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Swan Bitcoin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!
Player FM 앱으로 오프라인으로 전환하세요!
MSTR's Q2 Earnings: A Bitcoin Milestone
Manage episode 497784223 series 2660001
Swan Bitcoin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Swan Bitcoin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
- MicroStrategy’s new Stretch preferred equity product raised $2.5B—5x oversubscribed—marking the largest U.S. equity IPO in 2025 so far
- Stretch offers a 9% yield, targeting fixed-income investors, and positions MicroStrategy to tap into trillions in money market capital
- Discussion of the growing trend of Bitcoin Treasury companies, with over 160 firms now holding BTC on their balance sheets
- Alex and John caution investors to treat Bitcoin-related equities as high-risk—spot Bitcoin should remain the core holding
- Ray Dalio now recommends a 15% allocation to Bitcoin or gold, signaling growing institutional acceptance of Bitcoin as digital gold
- The IMF’s energy FUD was debunked, with Daniel Batten and Lynn Alden praised for educating on Bitcoin’s use of stranded/wasted energy
- U.S. government reaffirms the right to self-custody Bitcoin; however, progress on establishing a strategic Bitcoin reserve remains stalled
- Coinbase quietly added 2,500 BTC in Q2—its largest quarterly accumulation yet—but is still criticized for its crypto-first strategy
- Galaxy Digital’s $9B sale of 80K BTC had limited impact, showing Bitcoin’s market depth and growing institutional demand
- Tucker Carlson’s discussion of central banks funding perpetual war is a sign Bitcoin-aligned ideas are entering mainstream discourse
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
227 에피소드
Manage episode 497784223 series 2660001
Swan Bitcoin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Swan Bitcoin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
- MicroStrategy’s new Stretch preferred equity product raised $2.5B—5x oversubscribed—marking the largest U.S. equity IPO in 2025 so far
- Stretch offers a 9% yield, targeting fixed-income investors, and positions MicroStrategy to tap into trillions in money market capital
- Discussion of the growing trend of Bitcoin Treasury companies, with over 160 firms now holding BTC on their balance sheets
- Alex and John caution investors to treat Bitcoin-related equities as high-risk—spot Bitcoin should remain the core holding
- Ray Dalio now recommends a 15% allocation to Bitcoin or gold, signaling growing institutional acceptance of Bitcoin as digital gold
- The IMF’s energy FUD was debunked, with Daniel Batten and Lynn Alden praised for educating on Bitcoin’s use of stranded/wasted energy
- U.S. government reaffirms the right to self-custody Bitcoin; however, progress on establishing a strategic Bitcoin reserve remains stalled
- Coinbase quietly added 2,500 BTC in Q2—its largest quarterly accumulation yet—but is still criticized for its crypto-first strategy
- Galaxy Digital’s $9B sale of 80K BTC had limited impact, showing Bitcoin’s market depth and growing institutional demand
- Tucker Carlson’s discussion of central banks funding perpetual war is a sign Bitcoin-aligned ideas are entering mainstream discourse
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
227 에피소드
Semua episode
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.