Swan Signal Live - A Bitcoin Show

Bitcoin Treasury Companies After the Bloodbath: What Survives and Why


Listen Later

  • Ben and Jeff break down Strive’s reverse merger and rapid acquisition of Similar Scientific—completed in just four days.
  • The deal strengthens balance sheet credit quality, improves leverage capacity, and positions the combined entity for perpetual preferred securities.
  • Connection to Vivek Ramaswamy’s background in healthcare and politics creates potential synergies for future spin-offs.
  • Bitcoin Treasury Company sector has faced a steep correction, but consolidation may create stronger, scalable firms.
  • Ben emphasizes scale—5,000+ BTC balance sheets—as key for accessing institutional preferred markets.
  • Treasury companies are experimenting with innovative financing structures (ATM issuance, convertible bonds, perpetual preferreds).
  • Discussion on investor psychology: short-termism in equities vs. the long-term thesis of Bitcoin.
  • Jeff presents historical math showing 4-year holding periods in Bitcoin and MicroStrategy always produced positive returns.
  • Broader economic commentary: mispriced bond risk, housing affordability crisis, and wealth inequality.
  • Hosts stress that Bitcoin itself should remain the foundation of portfolios, with treasury companies and credit products as higher-risk layers.

Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.  
 

Put Bitcoin into your IRA and own your future. Check out swan.com/ira.


Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.


 

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Swan Signal Live - A Bitcoin ShowBy Swan Bitcoin

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