•  

BTC175: MicroStrategy Deep Dive w/ Jeff Walton (Bitcoin Podcast)

0
0

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


  • Jeff Walton's Twitter.

  • Check out all the books mentioned and discussed in our podcast episodes here.

  • Enjoy ad-free episodes when you subscribe to our Premium Feed.


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


No comments yet...
Log in to comment
0 0 0
Yesterday

TIP672: Quality of Earnings: Uncovering Hidden Red Flags w/ Clay Finck

Many investors who analyze stocks take the numbers provided by the company at face value, but there …
0 0 0
2024-10-30

BTC206: How Open Source Bitcoin Development is Funded w/ Matt Odell (Bitcoin Podcast)

In this episode, Matt Odell discusses how open-source Bitcoin development is funded through initiati…
0 0 0
2024-10-27

TIP671: Unconventional Value: Contrarian Thinking and Outperformance w/ Larry Connor

On today’s episode, Kyle Grieve chats with Larry Connor about why being different is crucial to outp…
0 0 0
2024-10-25

TIP670: Sam Zell’s Secrets to Spotting Bargains & Managing Risk

On today’s episode, Clay reviews the wonderful book — Am I Being Too Subtle by Sam Zell. Sam Zell ha…
0 0 0
2024-10-23

BTC205: Bitcoin Interest on FDIC Insured Cash Accounts w/ Alex Leishman (Bitcoin Podcast)

Alex Leishman discusses River's recent report on the 30% growth in business Bitcoin adoption, detail…
0 0 0
2024-10-20

RWH050: The Intelligent Investor w/ Jason Zweig

In today’s episode, William Green chats with Jason Zweig about his updated & revised edition of …

We Study Billionaires - The Investor’s Podcast Network

We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howar…

Log in to Follow

More episodes from We Study Billionaires - The Investor’s Podcast Network

Top Podcasts Top rated Podcasts