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Dylan LeClair breaks down the rise of Bitcoin treasury companies, why corporate adoption may be hitting a “gradually then suddenly” inflection point, and whether Michael Saylor’s lead is now insurmountable.
We get into how Metaplanet scaled from a few hundred Bitcoin to 16,000+, what’s driving premiums over NAV, and why public capital markets are becoming the biggest buyers of Bitcoin.
Dylan also explains Saylor’s latest innovation, “Stretch", and explains why this could transform corporate balance sheets and fixed income markets.
In this episode:
THANKS TO OUR SPONSORS:
RIVER
ANCHORWATCH
IREN
BLOCKWARE
LEDN
Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Dylan LeClair: https://x.com/DylanLeClair_
4.7
246246 ratings
Dylan LeClair breaks down the rise of Bitcoin treasury companies, why corporate adoption may be hitting a “gradually then suddenly” inflection point, and whether Michael Saylor’s lead is now insurmountable.
We get into how Metaplanet scaled from a few hundred Bitcoin to 16,000+, what’s driving premiums over NAV, and why public capital markets are becoming the biggest buyers of Bitcoin.
Dylan also explains Saylor’s latest innovation, “Stretch", and explains why this could transform corporate balance sheets and fixed income markets.
In this episode:
THANKS TO OUR SPONSORS:
RIVER
ANCHORWATCH
IREN
BLOCKWARE
LEDN
Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Dylan LeClair: https://x.com/DylanLeClair_
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