Research area
The October 20, 2024 episode of the Tim Kotzman podcast features Dan Hillery discussing the role of MicroStrategy as an equity built on a new financial system, calling it a “call option on the future of Bitcoin” due to its heavy Bitcoin holdings and its potential for sustained growth.
Read the analysis
The October 19, 2024 episode of Tim Kotzman's podcast features Ben Werkman exploreing MicroStrategy’s groundbreaking strategy of integrating Bitcoin into its corporate balance sheet.
Read the analysis
The October 15, 2024 episode of the Scarce Assets podcast discussing the strategic framework that underpins institutional adoption of Bitcoin and the importance of creating yield from Bitcoin holdings.
Read the analysis
The May 12, 2023 episode of Coin Stories featured Michael Saylor discussing why corporations should adopt Bitcoin as a treasury reserve asset. In an inflationary global economy, traditional treasury assets like cash or bonds are devaluing at a rate much higher than their yields.
Read the analysis
In the September 16, 2023 episode of The Bitcoin Layer podcast, Michael Saylor explains how Bitcoin is reshaping corporate finance, specifically focusing on accounting treatments and treasury strategies.
Read the analysis
In the September 17, 2024 episode of the Bitcoin Standard podcast, Michael Saylor reflects on his four-year journey as a Bitcoin investor, emphasizing the performance of Bitcoin against various asset classes.
Read the analysis