Richard Haas, Founder & Managing Director at O'Hara Partners, joins the show to discuss if the narrative around Bitcoin is shifting, how scarcity of Bitcoin will come into play, and if the valuation of Strategy will change moving forward.

- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.

https://onrampbitcoin.com/

- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman

Richard Haas on X: https://x.com/RichardAHaas

0:00 - Intro

1:12 - Richard’s background

6:27 - Richard’s outlook for Strategy and Bitcoin

12:49 - Is BlackRock shifting the narrative on Bitcoin and could this be a longer cycle?

16:44 - How does the scarcity of Bitcoin come into play?

19:59 - Will banks being able to custody Bitcoin affect HODL rates?

21:43 - Richard’s thoughts on the reverse repo being drained and possible restart of Quantitative Easing?

36:15 - Are stablecoins and the appreciation of Bitcoin’s price tools that can be used to help out the treasury market?

39:53 - How does everything apply to Bitcoin treasuries like MSTR?

43:30 - How long could a liquidity gap last?

46:38 - Will the valuation of Strategy change moving forward?

51:06 - Closing thoughts and where to find Richard online

#podcast #bitcoin #microstrategy #investing #mstr #btc