BITCOIN SEASON 2: Saylor Is Lapping The Bitcoin Treasury Competition

BITCOIN SEASON 2: Saylor Is Lapping The Bitcoin Treasury Competition

Analyzing MicroStrategy's new preferred stock strategy that requires $400M in annual dividends while their core business only generates $111M in revenue. Are Bitcoin treasury companies creating a bubble? Michael Saylor's controversial pentagram post and MicroStrategy's pivot to preferred stocks. With 145+ companies now adopting Bitcoin treasury strategies and institutions holding 10% of all Bitcoin, we explore whether this paper Bitcoin summer represents genuine adoption or a dangerous leveraged bubble waiting to burst. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • MicroStrategy owes $400M annually in dividends • Core business only generates $111M revenue • 145 Bitcoin treasury companies now exist • Institutions hold 10% of Bitcoin supply • Daily institutional buying 10x mining rate • Treasury companies bought 39K BTC/month Timestamps: 00:00 Start 00:48 Bitcoin's "Defense Dept" 03:04 Preferred stock pivot 04:40 Where does the yield come from? 07:29 Dividends can't come from company profits 19:22 MSTR memes - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Blockspace: Tether Freezes $344 million, OnRamp Finance Launch, and DPRK Crypto Hacks

Blockspace: Tether Freezes $344 million, OnRamp Finance Launch, and DPRK Crypto Hacks

Tether's $344M freeze, the truth behind quantum computing threats to Bitcoin, and Donald Trump's latest Mar-a-Lago meme coin gala. Plus, insider trading on Polymarket and the current state of Bitcoin ...

25 Huhti 1h 18min

Green Beret Arrested for Polymarket Insider Trading Allegations | CoinDesk Daily

Green Beret Arrested for Polymarket Insider Trading Allegations | CoinDesk Daily

A soldier was arrested for using military intel to bet on Polymarket. The DOJ arrested an Army Special Forces soldier for using classified information about a planned Venezuela raid to place $33,000 ...

24 Huhti 1min

Schwab Brings Crypto to 38M Users; North Korea 'Simply' to Blame for Recent DeFi Hacks

Schwab Brings Crypto to 38M Users; North Korea 'Simply' to Blame for Recent DeFi Hacks

On this debut episode of CoinDesk's new show The Policy Protocol, co-hosts Renato Mariotti and Rebecca Rettig break down Schwab's rollout of crypto to nearly 40 million brokerage accounts and the Kelp...

24 Huhti 15min

U.S. Military Confirms It's Running a Live Bitcoin Node | CoinDesk Daily

U.S. Military Confirms It's Running a Live Bitcoin Node | CoinDesk Daily

A four-star admiral says the U.S. military is running a live Bitcoin node. Admiral Samuel Paparo, commander of U.S. Indo-Pacific Command, told Congress the military is running a live node on the Bitc...

23 Huhti 1min

Blockspace: Finding Satoshi Documentary, Justin Sun Sues World Liberty Financial, CORZ Opens $3.3B Raise

Blockspace: Finding Satoshi Documentary, Justin Sun Sues World Liberty Financial, CORZ Opens $3.3B Raise

A new documentary claims to have solved the case of Satoshi’ identity, and Justin Sun is bringing World Liberty Financial to court. Welcome back to Block Space Live! Today, William Cohan and Tyler ...

23 Huhti 56min

Trump's Iran Ceasefire Sends Bitcoin Past $78K | CoinDesk Daily

Trump's Iran Ceasefire Sends Bitcoin Past $78K | CoinDesk Daily

President Trump extends the Iran ceasefire. President Trump extended the Iran ceasefire indefinitely, triggering a bitcoin rally past $78,000 and short-squeeze conditions in crypto markets. CoinDesk'...

22 Huhti 1min

Finding Satoshi: Did A New Documentary Finally Unmask Nakamoto?

Finding Satoshi: Did A New Documentary Finally Unmask Nakamoto?

Bitcoin's origin story is the greatest unsolved mystery in financial history and the team behind Finding Satoshi spent years doing what dozens of others couldn't: actually closing in on an answer. I...

21 Huhti 28min

Strategy Surpasses BlackRock as World's Biggest Bitcoin Holder | CoinDesk Daily

Strategy Surpasses BlackRock as World's Biggest Bitcoin Holder | CoinDesk Daily

Strategy surpasses BlackRock's IBIT to become the biggest bitcoin holder. Strategy now holds 815,061 BTC, edging past BlackRock's IBIT for the first time since Q2 2024, after a $2.54 billion bitcoin ...

21 Huhti 1min

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