BITCOIN SEASON 2: The Great Bitcoin Treasury Bubble

BITCOIN SEASON 2: The Great Bitcoin Treasury Bubble

Bitcoin treasury strategies are all the rage, but are they actually sustainable? You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.com Welcome back to Bitcoin Season 2! Today, Colin and Charlie talk about the explosive growth of Bitcoin treasury companies and their financial engineering strategies. They break down Strategy's convertible debt playbook, examine why these companies trade at premiums to their Bitcoin holdings, and debate whether this trend is sustainable or an elaborate house of cards waiting to collapse. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • MicroStrategy holds 592,100 Bitcoin • Q1 2025 revenue: $111 million • Convertible notes have 0-1% interest rates • Bitcoin needs to drop way low for liquidation • Preferred shares pay 8-10% dividends • Annual obligations: $10-20 billion Timestamps: 00:00 Start 02:59 Strategy (formerly micro) 10:42 Types of companies 15:13 Preferred stock 24:57 Closed end fund dynamics - 👋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.

Episoder(3946)

Blockspace: The Fed vs. Iran vs. BTC, Layoffs Sweep Crypto, Strategy’s $44 Billion Stock Offering

Blockspace: The Fed vs. Iran vs. BTC, Layoffs Sweep Crypto, Strategy’s $44 Billion Stock Offering

On today’s Blockspace Live, crypto layoffs are heating up, and Strategy files for $44 billion in stock offerings. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC ...

24 Mar 57min

What Middle East Tension Means for Risk Assets: Public Keys at NYSE

What Middle East Tension Means for Risk Assets: Public Keys at NYSE

Public Keys at the New York Stock Exchange. Crypto markets react to President Trump's ultimatum to Iran and more on staked ETH ETFs after BlackRock's ETHB saw over $150M of inflows. Leif Abraham, Ric...

23 Mar 30min

Why Bitcoin Miners Are Losing $19,000 per Coin | CoinDesk Daily

Why Bitcoin Miners Are Losing $19,000 per Coin | CoinDesk Daily

Rising energy costs and a price dip have Bitcoin miners losing $19,000 per block, forcing liquidations as retail capital shifts away from crypto. Bitcoin's average production costs hit $88,000 but th...

23 Mar 2min

Blockspace: SBF Goes to Hollywood, SEC Clears Nasdaq for Tokenized Trading, Clarity on CLARITY

Blockspace: SBF Goes to Hollywood, SEC Clears Nasdaq for Tokenized Trading, Clarity on CLARITY

On today’s Blockspace Live, we address reports alleging that Coinbase is meddling in the CLARITY Act and break down Blockfill’s Chapter 11 bankruptcy. Get your tickets to OPNEXT 2026 before prices...

21 Mar 1h 20min

OpenClaw Devs Targeted in GitHub Phishing Scam | CoinDesk Daily

OpenClaw Devs Targeted in GitHub Phishing Scam | CoinDesk Daily

OpenClaw developers targeted in fake CLAW token airdrop scams. OpenClaw developers are being targeted on GitHub with fake $5,000 CLAW token giveaways that lead to wallet-draining sites. The campaign ...

20 Mar 2min

FTX to Repay Creditors Another $2.2B This Month | CoinDesk Daily

FTX to Repay Creditors Another $2.2B This Month | CoinDesk Daily

FTX will pay another $2.2 billion to creditors this month. FTX Recovery Trust will distribute about $2.2 billion to creditors on March 31 in its fourth payout under the exchange’s Chapter 11 plan. Th...

19 Mar 2min

Blockspace: Kraken Cancels IPO, Vanity Fair Takes Down Crypto, Ledn's CEO on Bitcoin loans, & Mining to AI/HPC

Blockspace: Kraken Cancels IPO, Vanity Fair Takes Down Crypto, Ledn's CEO on Bitcoin loans, & Mining to AI/HPC

Kraken shelves its IPO as market conditions shift. Francis Corvino joins to break down the Blockfills bankruptcy and the $145M in claims. Plus, the SEC's new token guidance, Circle’s stock surge, and ...

19 Mar 1h 14min

Will Bitcoin's Rally End in a "Sell the News" Dump? | CoinDesk Daily

Will Bitcoin's Rally End in a "Sell the News" Dump? | CoinDesk Daily

Will bitcoin dip after this FOMC meeting like before? Bitcoin briefly surged above $74,000 ahead of the March FOMC meeting, but historical data reveals that BTC has dropped after nearly every Fed mee...

18 Mar 2min

Populært innen Politikk og nyheter

giver-og-gjengen-vg
aftenpodden
aftenpodden-usa
forklart
popradet
stopp-verden
det-store-bildet
fotballpodden-2
nokon-ma-ga
rss-gukild-johaug
dine-penger-pengeradet
hanna-de-heldige
lydartikler-fra-aftenposten
rss-ness
aftenbla-bla
rss-dannet-uten-piano
rss-utenrikskomiteen-med-bogen-og-grasvik
e24-podden
chit-chat-med-helle
rss-penger-polser-og-politikk