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00:00 Bullish Coins Teaser
00:18 Podcast Intro Guests
00:49 TradFi to Crypto Journey
01:55 Bitcoin Accident Coinbase Link
03:53 Why Launch BlueCoin
05:54 Token Due Diligence Framework
07:57 Top Holdings Bullish Picks
09:56 Market Timing Crypto Winter
12:36 Cycle Signals Allocation Leverage
15:41 Spot vs ETFs Staking
17:54 Using Leverage Like Pros
20:42 AI Meets Crypto Payments
23:44 MicroStrategy Deep Dive Setup
25:25 Premium Flywheel Explained
26:37 Why Pay The Premium
27:06 Leverage Via Capital Markets
29:21 Bull Markets And Doom Loop
31:41 Bear Case And Commodity Analogy
32:39 Stretch Preferred Shares Basics
33:44 From Margin Calls To Preferreds
35:49 Why Stretch Broke The Buck
38:18 Deleveraging And Stablecoin Contagion
40:02 Stabilizing The Capital Stack
41:15 Who Should Buy Stretch
42:50 Diversify And Key Man Risk
44:41 Moving Goalposts And MNAV
46:55 Fund Manager Lessons Learned
47:56 Raising Capital And Fund Design
50:44 Wrap Up And Where To Find Mike
Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.