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

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 27 March 2024

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

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? Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota NetSuite CI Financial Fidelity Wise TurboTax Fundrise NDTCO Linkedin Marketing Solutions Vacasa Babbel Shopify Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.0	Hey everyone, welcome to this Wednesday's release of the Bitcoin Fundamentals Podcast.
0:07.0	This episode is brought to you by River, the place that I personally go to securely invest in Bitcoin with confidence and with zero fees.
0:15.0	On today's show I have Mr Jeff Walton who's been a thought leader on social media with respect to covering
0:20.0	Microstratogy.
0:21.0	As a shareholder of Microstr micro strategy and someone that finds the
0:24.4	financial engineering taking place on the company to be one of the most fascinating
0:28.4	things that can be covered in modern finance, I brought Jeff on to talk about
0:32.3	some of the strange and interesting developments with respect to the price action and methods folks are using from a valuation standpoint.
0:39.0	In no way are we encouraging a person to buy or sell this particular stock, but as you'll see from
0:45.6	our talk, we talk about our personal positions and what might be in store for us in this very
0:50.1	esoteric situation with respect to the company's ownership. So with that here's my
0:55.6	conversation with Mr Jeff Walton.
1:00.3	Celebrating 10 years you are listening to Bitcoin Fundamentals by the Investors Podcast Network.
1:08.0	Now for your host, Preston Pish. Pish. Hey everyone, everyone, welcome to the show.
1:14.0	Hey everyone, welcome to the show.
1:21.0	I'm here with Jeff Walton and this one, I'll tell you what Jeff. I have been excited for this conversation since it just kind of percolated up out of Twitter just a few days ago. I've been sitting here just like really kind of excited to have this because I think this is going to be a really, really engaging conversation. So welcome to the show.
1:41.0	Thank you, thank you. Thanks for having me. Yeah, excited to be here. I'm excited the show. Thank you, thank you. Thanks for having me.
1:42.7	Yeah, excited to be here.
1:44.2	I'm excited to share some game theories,
1:46.2	some analysis and a little bit of off-the-wall thinking.
1:50.5	Yeah, I love that.
	...

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