Home
cover of episode Bitcoin Alpha E003: Digging Into Microstrategy's Bitcoin Treasury

Bitcoin Alpha E003: Digging Into Microstrategy's Bitcoin Treasury

2024/11/15
logo of podcast TFTC: A Bitcoin Podcast

TFTC: A Bitcoin Podcast

Chapters

The discussion explores the views of wealthy investors on bitcoin allocation, emphasizing the strategic importance of holding bitcoin directly rather than through ETFs.
  • Wealthy investors are excited about the potential upside from bitcoin.
  • Holding bitcoin directly avoids significant capital gains tax hits compared to ETFs.
  • Bitcoin could become the next strategic reserve asset for countries.

Shownotes Transcript

0:00 - Intro

1:34 - Centimillionaire bitcoin allocation

10:20 - ATH & prominent bitcoin-friendly figures

25:28 - Term sheet report

48:13 - Bitcoin Treasury strategy