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Follow Michael herehttps://x.com/SullyMichaelvanhttps://michaelrsullivan.com/Where I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoin well?https://youtu.be/-52aEY3LIFsBook a 1|1 Bitcoin Consulting call with mehttps://www.differentmedia.ca/15% Stampseed Titanium Seed plates (BEST WAY TO STORE BTC PRIVATE KEYS)https://www.stampseed.com/USE CODE : BTCNOTCRYPTO15Become a Member of the Channel, Get exclusive content, and livestream playbackhttps://www.youtube.com/channel/UC2aM2gVVEHTu0pfE1ZyA0BQ/joinBitbox Hardware wallet use code : BNC for 5% offhttps://bitbox.swiss/bitcoinnotcryptoFollow Rajat, Jor, and I's new show togetherhttps://www.youtube.com/@MapleBitcoinListen to this as a podcasthttps://podcasters.spotify.com/pod/show/bitcoinnotcryptoFund my Documentary Series "Bitcoin Fixes This"https://geyser.fund/project/bitcoinfixesthisFollow me on Nostrnpub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fsFollow on Twitter/Xhttps://x.com/forrestHODLDonate to the show hereBitcoinnotcryptoshow@coinos.iobc1qnzxvnchtyqzk623rvnvnvvsjjsqt07y4xat6zslxzf8lcv8ku7uqf0qrraMovies I've madehttps://amzn.to/3FtVKmrhttps://amzn.to/3FtVKmrhttps://amzn.to/3FtkmM6https://amzn.to/3s43FE8Alternative Dwelling Documentarieshttps://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA
Where I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoin well?https://youtu.be/-52aEY3LIFsBook a 1|1 Bitcoin Consulting call with mehttps://www.differentmedia.ca/15% Stampseed Titanium Seed plates (BEST WAY TO STORE BTC PRIVATE KEYS)https://www.stampseed.com/USE CODE : BTCNOTCRYPTO15Become a Member of the Channel, Get exclusive content, and livestream playbackhttps://www.youtube.com/channel/UC2aM2gVVEHTu0pfE1ZyA0BQ/joinBitbox Hardware wallet use code : BNC for 5% offhttps://bitbox.swiss/bitcoinnotcryptoFollow Rajat, Jor, and I's new show togetherhttps://www.youtube.com/@MapleBitcoinListen to this as a podcasthttps://podcasters.spotify.com/pod/show/bitcoinnotcryptoFund my Documentary Series "Bitcoin Fixes This"https://geyser.fund/project/bitcoinfixesthisFollow me on Nostrnpub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fsFollow on Twitter/Xhttps://x.com/forrestHODLDonate to the show hereBitcoinnotcryptoshow@coinos.iobc1qnzxvnchtyqzk623rvnvnvvsjjsqt07y4xat6zslxzf8lcv8ku7uqf0qrraMovies I've madehttps://amzn.to/3FtVKmrhttps://amzn.to/3FtVKmrhttps://amzn.to/3FtkmM6https://amzn.to/3s43FE8Alternative Dwelling Documentarieshttps://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA
Follow Bitcoin Mechanic herehttps://www.youtube.com/@UCGJejc8-Y_99ziZyQdE_T2g https://x.com/GrassFedBitcoinEasy way to run Bitcoin Knotshttps://youtu.be/QabBSVF08KEWhere I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoin well?https://youtu.be/-52aEY3LIFsBook a 1|1 Bitcoin Consulting call with mehttps://www.differentmedia.ca/15% Stampseed Titanium Seed plates (BEST WAY TO STORE BTC PRIVATE KEYS)https://www.stampseed.com/USE CODE : BTCNOTCRYPTO15Become a Member of the Channel, Get exclusive content, and livestream playbackhttps://www.youtube.com/channel/UC2aM2gVVEHTu0pfE1ZyA0BQ/joinBitbox Hardware wallet use code : BNC for 5% offhttps://bitbox.swiss/bitcoinnotcryptoFollow Rajat, Jor, and I's new show togetherhttps://www.youtube.com/@MapleBitcoinListen to this as a podcasthttps://podcasters.spotify.com/pod/show/bitcoinnotcryptoFund my Documentary Series "Bitcoin Fixes This"https://geyser.fund/project/bitcoinfixesthisFollow me on Nostrnpub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fsFollow on Twitter/Xhttps://x.com/forrestHODLDonate to the show hereBitcoinnotcryptoshow@coinos.iobc1qnzxvnchtyqzk623rvnvnvvsjjsqt07y4xat6zslxzf8lcv8ku7uqf0qrraMovies I've madehttps://amzn.to/3FtVKmrhttps://amzn.to/3FtVKmrhttps://amzn.to/3FtkmM6https://amzn.to/3s43FE8Alternative Dwelling Documentarieshttps://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA
Adam's tweethttps://x.com/AdamBLiv/status/1915220871699890312Where I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoin well?https://youtu.be/-52aEY3LIFsBook a 1|1 Bitcoin Consulting call with mehttps://www.differentmedia.ca/15% Stampseed Titanium Seed plates (BEST WAY TO STORE BTC PRIVATE KEYS)https://www.stampseed.com/USE CODE : BTCNOTCRYPTO15Become a Member of the Channel, Get exclusive content, and livestream playbackhttps://www.youtube.com/channel/UC2aM2gVVEHTu0pfE1ZyA0BQ/joinBitbox Hardware wallet use code : BNC for 5% offhttps://bitbox.swiss/bitcoinnotcryptoFollow Rajat, Jor, and I's new show togetherhttps://www.youtube.com/@MapleBitcoinListen to this as a podcasthttps://podcasters.spotify.com/pod/show/bitcoinnotcryptoFund my Documentary Series "Bitcoin Fixes This"https://geyser.fund/project/bitcoinfixesthisFollow me on Nostrnpub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fsFollow on Twitter/Xhttps://x.com/forrestHODLDonate to the show hereBitcoinnotcryptoshow@coinos.iobc1qnzxvnchtyqzk623rvnvnvvsjjsqt07y4xat6zslxzf8lcv8ku7uqf0qrraMovies I've madehttps://amzn.to/3FtVKmrhttps://amzn.to/3FtVKmrhttps://amzn.to/3FtkmM6https://amzn.to/3s43FE8Alternative Dwelling Documentarieshttps://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA
A discussion and example of evaluating BTC companies by their multiple to net asset value (Bitcoin holdings) vs large tech stocks, and "Stable" companies in the s&p 500.mNAV spreedsheethttps://docs.google.com/spreadsheets/d/1QOW3J6D2Bi8rPpn_APUC93GmzqOmIwjxjQU033uXhss/edit?usp=sharingWhere I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoin well?https://youtu.be/-52aEY3LIFsBook a 1|1 Bitcoin Consulting call with mehttps://www.differentmedia.ca/15% Stampseed Titanium Seed plates (BEST WAY TO STORE BTC PRIVATE KEYS)https://www.stampseed.com/USE CODE : BTCNOTCRYPTO15Become a Member of the Channel, Get exclusive content, and livestream playbackhttps://www.youtube.com/channel/UC2aM2gVVEHTu0pfE1ZyA0BQ/joinBitbox Hardware wallet use code : BNC for 5% offhttps://bitbox.swiss/bitcoinnotcryptoFollow Rajat, Jor, and I's new show togetherhttps://www.youtube.com/@MapleBitcoinListen to this as a podcasthttps://podcasters.spotify.com/pod/show/bitcoinnotcryptoFund my Documentary Series "Bitcoin Fixes This"https://geyser.fund/project/bitcoinfixesthisFollow me on Nostrnpub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fsFollow on Twitter/Xhttps://x.com/forrestHODLDonate to the show hereBitcoinnotcryptoshow@coinos.iobc1qnzxvnchtyqzk623rvnvnvvsjjsqt07y4xat6zslxzf8lcv8ku7uqf0qrraMovies I've madehttps://amzn.to/3FtVKmrhttps://amzn.to/3FtVKmrhttps://amzn.to/3FtkmM6https://amzn.to/3s43FE8Alternative Dwelling Documentarieshttps://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA[00:15] MNAV (Multiple to Net Asset Value): Metric introduced for comparing Bitcoin treasury companies.[00:47] Net Asset Value Explained: Defining how a company's cash and assets are evaluated.[01:42] MSTR (MicroStrategy) Analysis: Examining market cap, Bitcoin holdings, and MNAV.[02:16] MARA Analysis: Discussing its Bitcoin mining business and MNAV.[03:28] Semilar (Semler Scientific/SMLR) Analysis: Looking at its other business (medical devices) and strategy.[04:25] CXXI (21 Capital) Introduction: Mentioning the new entrant in the space.[06:00] Comparison vs. Large-Cap Tech: Comparing Bitcoin treasury companies to Apple and Nvidia.[07:52] Comparison vs. S&P 500 Stable Co's: Comparing market caps with companies like Johnson & Johnson.[10:12] McDonald's Example: Used to illustrate potential overvaluation of traditional businesses.[11:38] Conclusion: Discussing the potential future for Bitcoin Treasury companies and Bitcoin acquisition.
Unknowns are risks, and we should know the risks of something that we are investing in. Many of these questions will be answered soon as more information is released. Where I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoin well?https://youtu.be/-52aEY3LIFsBook a 1|1 Bitcoin Consulting call with mehttps://www.differentmedia.ca/15% Stampseed Titanium Seed plates (BEST WAY TO STORE BTC PRIVATE KEYS)https://www.stampseed.com/USE CODE : BTCNOTCRYPTO15Become a Member of the Channel, Get exclusive content, and livestream playbackhttps://www.youtube.com/channel/UC2aM2gVVEHTu0pfE1ZyA0BQ/joinBitbox Hardware wallet use code : BNC for 5% offhttps://bitbox.swiss/bitcoinnotcryptoFollow Rajat, Jor, and I's new show togetherhttps://www.youtube.com/@MapleBitcoinListen to this as a podcasthttps://podcasters.spotify.com/pod/show/bitcoinnotcryptoFund my Documentary Series "Bitcoin Fixes This"https://geyser.fund/project/bitcoinfixesthisFollow me on Nostrnpub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fsFollow on Twitter/Xhttps://x.com/forrestHODLDonate to the show hereBitcoinnotcryptoshow@coinos.iobc1qnzxvnchtyqzk623rvnvnvvsjjsqt07y4xat6zslxzf8lcv8ku7uqf0qrraMovies I've madehttps://amzn.to/3FtVKmrhttps://amzn.to/3FtVKmrhttps://amzn.to/3FtkmM6https://amzn.to/3s43FE8Alternative Dwelling Documentarieshttps://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA
I map future possible projections of Jack Mallers 21 Capital to see how many Bitcoin they could get and how long it would take to justify the 3 times multiple to it's net asset value which it currently has pre spac merger at $30.50 a share. Where I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoin well?https://youtu.be/-52aEY3LIFsBook a 1|1 Bitcoin Consulting call with mehttps://www.differentmedia.ca/bitcoin15% Stampseed Titanium Seed plates (BEST WAY TO STORE BTC PRIVATE KEYS)https://www.stampseed.com/USE CODE : BTCNOTCRYPTO15Become a Member of the Channel, Get exclusive content, and livestream playbackhttps://www.youtube.com/channel/UC2aM2gVVEHTu0pfE1ZyA0BQ/joinFollow Rajat, Jor, and I's new show togetherhttps://www.youtube.com/@MapleBitcoinJoin my BTC Discordhttps://discord.gg/PY5tKvAamBListen to this as a podcasthttps://podcasters.spotify.com/pod/show/bitcoinnotcryptoFund my Documentary Series "Bitcoin Fixes This"https://geyser.fund/project/bitcoinfixesthisFollow me on Nostrnpub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fsFollow on Twitter/Xhttps://x.com/forrestHODLDonate to the show hereBitcoinnotcryptoshow@coinos.iobc1qnzxvnchtyqzk623rvnvnvvsjjsqt07y4xat6zslxzf8lcv8ku7uqf0qrraMovies I've madehttps://amzn.to/3FtVKmrhttps://amzn.to/3FtVKmrhttps://amzn.to/3FtkmM6https://amzn.to/3s43FE8Alternative Dwelling Documentarieshttps://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA
Jack Mallers, Strike CEO, leads Twenty One Capital, a Tether and SoftBank-backed Bitcoin acquisition firm. Launching with 42,000 BTC via a SPAC merger, it aims to maximize Bitcoin per share, offering investors exposure through a public stock.Where I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoin well?https://youtu.be/-52aEY3LIFsBook a 1|1 Bitcoin Consulting call with mehttps://www.differentmedia.ca/bitcoin15% Stampseed Titanium Seed plates (BEST WAY TO STORE BTC PRIVATE KEYS)https://www.stampseed.com/USE CODE : BTCNOTCRYPTO15Become a Member of the Channel, Get exclusive content, and livestream playbackhttps://www.youtube.com/channel/UC2aM2gVVEHTu0pfE1ZyA0BQ/joinFollow Rajat, Jor, and I's new show togetherhttps://www.youtube.com/@MapleBitcoinJoin my BTC Discordhttps://discord.gg/PY5tKvAamBListen to this as a podcasthttps://podcasters.spotify.com/pod/show/bitcoinnotcryptoFund my Documentary Series "Bitcoin Fixes This"https://geyser.fund/project/bitcoinfixesthisFollow me on Nostrnpub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fsFollow on Twitter/Xhttps://x.com/forrestHODLDonate to the show hereBitcoinnotcryptoshow@coinos.iobc1qnzxvnchtyqzk623rvnvnvvsjjsqt07y4xat6zslxzf8lcv8ku7uqf0qrraMovies I've madehttps://amzn.to/3FtVKmrhttps://amzn.to/3FtVKmrhttps://amzn.to/3FtkmM6https://amzn.to/3s43FE8Alternative Dwelling Documentarieshttps://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA
Follow Scott herehttps://www.youtube.com/channel/UCJk7hKVOjPvwcIXYCfkrX5whttps://x.com/LanternBitcoinhttps://blockrewards.ca/Where I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoin well?https://youtu.be/-52aEY3LIFsBook a 1|1 Bitcoin Consulting call with mehttps://www.differentmedia.ca/bitcoin15% Stampseed Titanium Seed plates (BEST WAY TO STORE BTC PRIVATE KEYS)https://www.stampseed.com/USE CODE : BTCNOTCRYPTO15Become a Member of the Channel, Get exclusive content, and livestream playbackhttps://www.youtube.com/channel/UC2aM2gVVEHTu0pfE1ZyA0BQ/joinFollow Rajat, Jor, and I's new show togetherhttps://www.youtube.com/@MapleBitcoinJoin my BTC Discordhttps://discord.gg/PY5tKvAamBListen to this as a podcasthttps://podcasters.spotify.com/pod/show/bitcoinnotcryptoFund my Documentary Series "Bitcoin Fixes This"https://geyser.fund/project/bitcoinfixesthisFollow me on Nostrnpub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fsFollow on Twitter/Xhttps://x.com/forrestHODLDonate to the show hereBitcoinnotcryptoshow@coinos.iobc1qnzxvnchtyqzk623rvnvnvvsjjsqt07y4xat6zslxzf8lcv8ku7uqf0qrraMovies I've madehttps://amzn.to/3FtVKmrhttps://amzn.to/3FtVKmrhttps://amzn.to/3FtkmM6https://amzn.to/3s43FE8Alternative Dwelling Documentarieshttps://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA
Where I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoin well?https://youtu.be/-52aEY3LIFsBook a 1|1 Bitcoin Consulting call with mehttps://www.differentmedia.ca/bitcoin15% Stampseed Titanium Seed plates (BEST WAY TO STORE BTC PRIVATE KEYS)https://www.stampseed.com/USE CODE : BTCNOTCRYPTO15Become a Member of the Channel, Get exclusive content, and livestream playbackhttps://www.youtube.com/channel/UC2aM2gVVEHTu0pfE1ZyA0BQ/joinFollow Rajat, Jor, and I's new show togetherhttps://www.youtube.com/@MapleBitcoinJoin my BTC Discordhttps://discord.gg/PY5tKvAamBListen to this as a podcasthttps://podcasters.spotify.com/pod/show/bitcoinnotcryptoFund my Documentary Series "Bitcoin Fixes This"https://geyser.fund/project/bitcoinfixesthisFollow me on Nostrnpub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fsFollow on Twitter/Xhttps://x.com/forrestHODLDonate to the show hereBitcoinnotcryptoshow@coinos.iobc1qnzxvnchtyqzk623rvnvnvvsjjsqt07y4xat6zslxzf8lcv8ku7uqf0qrraMovies I've madehttps://amzn.to/3FtVKmrhttps://amzn.to/3FtVKmrhttps://amzn.to/3FtkmM6https://amzn.to/3s43FE8Alternative Dwelling Documentarieshttps://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA
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