Research area
Analysis of financial markets, monetary systems, digital assets, institutional finance, and changing economic conditions
The March 4, 2026 episode of the Bitcoin Magazine podcast features Michael Saylor and Phong Le framing Bitcoin as digital capital with Strategy's “Stretch/STRC” positioned as digital credit above it.
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The February 25, 2026 panel from the MicroStrategu annual conference features Dylan LeClair, Ben Werkman, and Matt Cole examining how Bitcoin-backed digital credit instruments reshape corporate finance and investor portfolios.
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The February 25, 2026 MicroStrategy annual conference keynote by Michael Saylor has him arguing that Bitcoin functions as "digital capital" and can be transformed into a new class of Bitcoin-backed "digital credit."
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The December 23, 2025 episode of Coin Stories features MicroStrategy's Phong Le explaining how a corporate Bitcoin treasury strategy increasingly relies on capital-markets instruments, liquidity reserves, and explicit risk framing rather than simple buy-and-hold messaging.
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The December 10, 2025 episode of What Bitcoin Did features Jeff Walton explaining how Bitcoin treasury companies are evolving from simple “sell equity, buy Bitcoin” strategies into complex, yield-bearing balance sheets.
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The November 27, 2025 episode of the Bitcoin for Millennials podcast features Jeff Walton explaining how corporate balance sheets can mount a long-horizon speculative attack on the dollar by borrowing fiat and accumulating Bitcoin.
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The October 02, 2025 episode of Bitcoin for Millennials features Pius Sprenger outlining how post-2008 distortions continue to channel demand toward non-sovereign money and why Bitcoin’s fundamental risk falls as network scale grows.
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The October 02, 2025 episode of Abundant Mines features Brett Swarts explaining how Deferred Sales Trusts (DSTs) use IRC §453 installment sales to defer capital gains on appreciated assets, including Bitcoin.
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The July 23, 2025 episode of MSTR True North explains MicroStrategy could withstand an 88% Bitcoin drawdown while expanding its 67,770‑coin treasury. STRC is a new zero‑duration preferred, positioning it as a rival to short‑dated Treasuries.
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In a July 10, 2025 Real Vision episode, macro investor Jordi Visser and host Raoul Pal argue that rapidly proliferating AI agents - hungry for chips and electricity - will displace mid-tier white-collar jobs and redirect trillions toward data-center infrastructure.
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The April 22 2025 episode of Bitfluencers pod features Peter Dunworth discussing how collaborative multisig, UTXO hygiene, and Layer-2 rails are turning Bitcoin into prime global collateral and reshaping custody norms.
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The April 22, 2025 episode of the David Lin Podcast features Michael Saylor explaining how White House and Treasury actions reposition Bitcoin as a federally favored reserve asset.
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