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

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

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: HardBlock Human Rights Foundation Vanta Plus500 Netsuite Shopify Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Episoder(1173)

TIP 091 : Mastermind Group 2Q 2016 (Business Podcast)

TIP 091 : Mastermind Group 2Q 2016 (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: How to determine the value of Apple. If the method for valuing Amazon has changed. If it is a solid strategy to invest in companies that aggressively buying back shar...

19 Jun 20161h 6min

TIP 090 : Jesse Felder's Macro & Micro Views on the Market (Stock Investing)

TIP 090 : Jesse Felder's Macro & Micro Views on the Market (Stock Investing)

IN THIS EPISODE, YOU’LL LEARN: What billionaire Stanley Druckenmiller attributes his success to. Why technical analysis indicate that you should stay out of the stock market. Why investors should p...

12 Jun 201650min

TIP 089 : Oil - A Bearish Opinion (Investment Podcast)

TIP 089 : Oil - A Bearish Opinion (Investment Podcast)

IN THIS EPISODE, YOU’LL LEARN: Why credit cycles are important to determine the future oil price. How the strong dollar impacts the oil price. Why central banks are not only dictating national mone...

5 Jun 201646min

TIP 088 : The Intelligent Investor (Investment Podcast)

TIP 088 : The Intelligent Investor (Investment Podcast)

IN THIS EPISODE, YOU’LL LEARN: Why The Intelligent Investor is Warren Buffett’s favorite book. Why inflation is perhaps the most overlooked macro investing metric. When and how you should conduct a...

29 Mai 201654min

TIP 087 : Attending the Berkshire Hathaway Shareholder's Meeting (Business Podcast)

TIP 087 : Attending the Berkshire Hathaway Shareholder's Meeting (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: How it is to attend Warren Buffett’s annual shareholder meeting. If negative interest rates have changed how Warren Buffett is valuating stocks. How you can run a com...

22 Mai 20161h 5min

TIP 086 : Part II - Jack Schwager & Stock Market Wizards (Investment Podcast)

TIP 086 : Part II - Jack Schwager & Stock Market Wizards (Investment Podcast)

IN THIS EPISODE, YOU’LL LEARN: Why you should always decide what your exit criteria is before you get into a security. How to use fundamentals in trading. How to optimally measure the performance o...

15 Mai 201632min

TIP 085 : Jack Schwager & Stock Market Wizards (Money Podcast)

TIP 085 : Jack Schwager & Stock Market Wizards (Money Podcast)

IN THIS EPISODE, YOU’LL LEARN: Who the most undervalued investors in history are. When shouldn’t let anyone influence your investment decisions. What the 3 most important rules of value investing i...

8 Mai 201637min

TIP 084 : Billionaire Ted Turner's Story (Business Podcast)

TIP 084 : Billionaire Ted Turner's Story (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: How Ted Turner built a media empire. How greed and wrong life priorities might be the cause of Ted Turner’s financial and personal downfall. Why gold is insurance rat...

1 Mai 201639min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
utbytte
morgenkaffen-med-finansavisen
rss-markedspuls-2
lederpodden
pengesnakk
rss-pa-konto
liberal-halvtime
rss-fa-makro
rss-investering-gjort-enkelt
boligbobla