Why Bitcoin's Lack of Yield Keeps Straining Its Treasury Companies

David Lawant, Head of Research at Anchorage Digital, breaks down why Bitcoin's lack of native yield puts constant pressure on treasury companies, and makes the case that Michael Saylor's playbook is evolving rather than breaking. Host: Steven Ehrlich, Host of Bits + Bips: The Interview and Head of Research at Sharplink Guest: David Lawant, Head of Research at Anchorage Digital This clip is from a longer conversation on Strategy's Stretch rescue plan and Bitcoin's options market. Full episode here: https://youtube.com/live/VwBxQTcJeXc New Bits + Bips interviews are posted regularly - subscribe to catch the next one. Sponsor: 👉 Cape: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at https://cape.co/unchained (use code: UNCHAINED). Chapters: 🎙️ 00:00 A new Citi report reveals why retail's crypto excitement has quietly collapsed 📉 00:17 Retail's bet on the Mag Seven just hit a multiyear low 😨 01:15 The unsettling reason retail fears Saylor becoming Bitcoin's buyer of last resort 🃏 01:44 Revisiting Saylor's infamous "sell your organs before your Bitcoin" line 🪙 02:34 The yield problem: why Bitcoin generates nothing, while Ethereum and Solana pay 📈 03:06 David on covered calls and the fast rise of synthetic yield strategies 🏛️ 04:39 Saylor, the OG who wrote the playbook on institutional Bitcoin accumulation ⚓ 06:28 Why David says Strategy is quietly weathering the storm better than anyone Learn more about your ad choices. Visit megaphone.fm/adchoices

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1210)

Crypto Has Seen Drama Over ENS, BonkDAO and VVV. What Does DeFi's Future Look Like?

Nick Almond and Proph3t on ENS's treasury fight, the BonkDAO heist, and why Proph3t would not touch Venice's VVV token. ======================================================== Thank you to our spon...

15 Heinä 1h 4min

DEX in the City: Why the Supreme Court's FTC Ruling Could Rewire Crypto Regulation

The Supreme Court just made it easier to fire SEC and CFTC commissioners. Katherine, Jessi, and Vy on why that could reset who controls crypto policy. Plus, the UK's new rulebook. ===================...

15 Heinä 55min

Sam Lyman Puts 70% Odds on Clarity Passing Before Recess

Austin Campbell draws a parallel between the AI data center backlash and the decades-long collapse of US nuclear power, then Sam Lyman of the Bitcoin Policy Institute puts real odds on whether the Cla...

15 Heinä 9min

Why CLOs Are Suddenly DeFi's Hottest Yield Play

Niklas Kunkel maps where the RWA market is heading next, from Centrifuge and Apollo's CLOs to Galaxy's first tokenized credit product, then turns to a cautionary tale: some SpaceX pre-IPO token buyers...

10 Heinä 7min

How Lighter Powers Robinhood Perps With USDG as the Quote Asset

Robinhood Chain perps now run on Lighter. Vlad Novakovski maps the revenue split, the USDG collateral risk, and the race for a US perps license. ======================================================...

10 Heinä 25min

Austin Griffith on the $1 AI Audit and the Case for Founders Over DAOs: Uneasy Money

Austin Griffith joins Kain Warwick and Taylor Monahan to unpack BonkDAO's $20M governance heist, and Kain's case for giving founders more control. ===================================================...

9 Heinä 1h 10min

The Chopping Block: Tokens vs Equity, Lighter's Robinhood Perps Deal, and Trump's $2.4B Crypto Windfall

Vladimir Novakovski of Lighter joins the Chopping Block crew to untangle one of crypto's oldest debates: what happens when tokens and equity coexist. The gang digs into the Venice/VVV controversy, bre...

9 Heinä 58min

Why Strategy Dumped Its Biggest Bitcoin Tranche Yet

For years, Michael Saylor's Strategy was the market's most dependable Bitcoin buyer. Recently, it has done the opposite. Strategy just sold 3,588 Bitcoin for roughly $216 million, its largest single ...

9 Heinä 8min