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)

Iran Crypto Outflows Up 700% After U.S.-Israeli Airstrikes | CoinDesk Daily

Iran Crypto Outflows Up 700% After U.S.-Israeli Airstrikes | CoinDesk Daily

Crypto fled Iran after U.S.-Israeli airstrikes. Crypto outflows from Iran’s largest exchange jumped 700% within minutes of the first U.S.-Israeli airstrikes on Tehran, according to analytics firm Ell...

3 Mar 2min

Is Institutional Capital Waiting on the Clarity Act? | Markets Outlook

Is Institutional Capital Waiting on the Clarity Act? | Markets Outlook

Unpacking Q4 crypto equities earnings with Benchmark-StoneX Analyst Mark Palmer. Benchmark-StoneX Senior Equity Research Analyst Mark Palmer joins CoinDesk's Jennifer Sanasie on today's Markets Outlo...

3 Mar 7min

The Blockspace Pod: America’s Nuclear Revival is Here w/ Dr. Hash Hashemian

The Blockspace Pod: America’s Nuclear Revival is Here w/ Dr. Hash Hashemian

AI has reawakened interest in nuclear energy, but rebooting America’s nuclear age will take time and face challenges. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in ...

3 Mar 51min

How Coinbase is Blurring the Line Between Wall Street and Web3 | Markets Outlook

How Coinbase is Blurring the Line Between Wall Street and Web3 | Markets Outlook

Unveiling Coinbase's "Everything Exchange" with Head of Consumer and Platform BD Mark Troianovski. In today's Markets Outlook, Coinbase Head of Consumer and Platform Business Development Mark Troiano...

2 Mar 9min

SpaceX IPO Filing to Reveal $545M Bitcoin Stash | CoinDesk Daily

SpaceX IPO Filing to Reveal $545M Bitcoin Stash | CoinDesk Daily

SpaceX is preparing for potentially the largest IPO ever. What should they do with their Bitcoin? Elon Musk's SpaceX is preparing for a confidential IPO filing as soon as March, targeting a record-br...

2 Mar 2min

Hex Trust CEO on Solving the Trillion Dollar Friction in Global Payments

Hex Trust CEO on Solving the Trillion Dollar Friction in Global Payments

Hex Trust CEO Alessio Quaglini joins Consensus Hong Kong to discuss how stablecoins solve transparency issues in traditional banking and how Hex Trust simplifies cross-chain asset management for insti...

28 Feb 7min

Do the Best Crypto Deals Happen at After Parties?

Do the Best Crypto Deals Happen at After Parties?

TBV co-founders Tobias Bauer and Brent Fulfer explain how high-production after-parties serve as a data-driven investment pipeline for their $30 million venture fund. Tobias Bauer and Brent Fulfer, c...

28 Feb 7min

The Blockspace Pod: Block’s Layoffs, Magic Eden Drops BTC + ETH, MARA Gets Serious on AI, Jane Street’s Lawsuit

The Blockspace Pod: Block’s Layoffs, Magic Eden Drops BTC + ETH, MARA Gets Serious on AI, Jane Street’s Lawsuit

On the latest Blockspace roundup, the gang cover’s Block’s 40% workforce reduction and our scoop that Magic Eden is quitting the Bitcoin and Ethereum NFT game. Get your tickets to OPNEXT 2026 befor...

28 Feb 1h 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
dine-penger-pengeradet
rss-gukild-johaug
hanna-de-heldige
lydartikler-fra-aftenposten
rss-ness
aftenbla-bla
rss-dannet-uten-piano
rss-utenrikskomiteen-med-bogen-og-grasvik
chit-chat-med-helle
rss-penger-polser-og-politikk
e24-podden